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Munitions Restocking

Munitions restocking covers the artillery, missiles, and propellant being replaced after inventories were drawn down faster than they could be built. Capacity expansion here is slow and capital intensive.

11 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
576	CA Cornerstone Advisors Asheville, North Carolina	$11.1M	-$2.72M	2	0.49%	Reduced
577	IEQ Capital Foster City, California	$11.1M	+$2.07M	3	0.18%	Increased
578	HCM Huber Capital Management El Segundo, California	$11.1M	-$616K	2	2.78%	Reduced
579	TF Talbot Financial Bellevue, Washington	$11.1M	+$345K	1	1.66%	Increased
580	UMB Bank Kansas City, Missouri	$11M	+$77.3K	6	0.16%	Increased
581	ATC Argent Trust Co Nashville, Tennessee	$10.9M	-$99.3K	2	0.54%	Reduced
582	Dynamic Advisor Solutions Phoenix, Arizona	$10.9M	+$3.18M	3	0.41%	Increased
583	PM Phraction Management Colchester, Connecticut	$10.9M	-$26.1K	2	4.51%	Reduced
584	CCP Clifford Capital Partners Alpine, Utah	$10.9M	+$234K	1	2.81%	Increased
585	Prudential plc London, England, United Kingdom	$10.9M	-$1.73M	4	0.11%	Reduced
586	WIC WealthBridge Investment Counsel Calgary, Alberta, Canada	$10.9M	+$49.2K	2	4.35%	Increased
587	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$10.7M	+$142K	3	0.25%	Increased
588	AMG National Trust Bank Greenwood Village, Colorado	$10.7M	-$217K	2	0.34%	Reduced
589	CIC Cutler Investment Counsel Jacksonville, Oregon	$10.7M	+$4.44M	1	1.52%	Increased
590	TCM Tufton Capital Management Hunt Valley, Maryland	$10.6M	+$41.1K	2	2.23%	Increased
591	Great Valley Advisor Group Wilmington, Delaware	$10.6M	+$1.67M	3	0.37%	Increased
592	Glenview Trust Louisville, Kentucky	$10.5M	+$859K	3	0.26%	Increased
593	GTS Securities Miami, Florida	$10.5M	-$3.74M	5	0.02%	Reduced
594	Bragg Financial Advisors Charlotte, North Carolina	$10.5M	+$225K	1	0.5%	Increased
595	WTB Washington Trust Bank Spokane, Washington	$10.5M	+$86.3K	2	0.93%	Increased
596	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$10.5M	-$52.5K	1	1.03%	Reduced
597	Los Angeles Capital Management Los Angeles, California	$10.5M	-$1.26M	5	0.04%	Reduced
598	LBP AM Paris, France	$10.5M	-$5.88M	1	0.23%	Reduced
599	Farmers & Merchants Investments Inc Lincoln, Nebraska	$10.4M	-$583K	6	0.38%	Reduced
600	Paradigm Capital Management Inc Albany, New York	$10.4M	-$367K	1	0.54%	Reduced