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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	First Merchants Corp Muncie, Indiana	$12.9M	-$450K	2	0.97%	Reduced
577	SCA Stokes Capital Advisors Greenwood, South Carolina	$12.9M	+$20.8K	3	3.75%	Increased
578	LBP AM Paris, France	$12.9M	+$695K	1	0.51%	Increased
579	Sit Investment Associates Minneapolis, Minnesota	$12.7M	+$5.68M	5	0.29%	Increased
580	APF Alaska Permanent Fund Juneau, Alaska	$12.7M	+$5.7M	4	0.19%	Increased
581	MCM Mill Capital Management Concord, North Carolina	$12.7M	+$87K	1	1.06%	Increased
582	Trexquant Investment Stamford, Connecticut	$12.6M	-$10.5M	2	0.25%	Reduced
583	Independent Advisor Alliance Charlotte, North Carolina	$12.6M	-$1.76M	3	0.45%	Reduced
584	Assenagon Asset Management Senningerberg, Luxembourg	$12.6M	-$23.3M	3	0.03%	Reduced
585	CIC Cutler Investment Counsel Jacksonville, Oregon	$12.5M	+$101K	1	1.67%	Increased
586	Glenview Trust Louisville, Kentucky	$12.5M	+$374K	3	0.27%	Increased
587	Bragg Financial Advisors Charlotte, North Carolina	$12.4M	+$261K	1	0.56%	Increased
588	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$12.4M	-$1.06M	3	1.83%	Reduced
589	FAB First American Bank Dundee, Illinois	$12.4M	+$343K	2	0.93%	Increased
590	PCA Private Capital Advisors Darien, Connecticut	$12.3M	+$82.9K	2	1.53%	Increased
591	SCA Sage Capital Advisors Sioux Falls, South Dakota	$12.2M	+$3.32M	2	3.55%	Increased
592	SW SlateStone Wealth Jupiter, Florida	$12.2M	+$2.88M	2	1.23%	Increased
593	IEQ Capital Foster City, California	$12.2M	+$200K	3	0.18%	Increased
594	RBA Richard Bernstein Advisors New York	$12.2M	$0	3	0.26%	Maintained
595	CIM Cambria Investment Management Manhattan Beach, California	$12.2M	+$2.41M	1	0.73%	Increased
596	Channing Capital Management Chicago, Illinois	$12.2M	+$426K	2	0.33%	Increased
597	Advisory Services Network Atlanta, Georgia	$12.2M	-$249K	3	0.27%	Reduced
598	AMG National Trust Bank Greenwood Village, Colorado	$12.1M	+$320K	2	0.35%	Increased
599	First Manhattan New York	$12.1M	-$2.52M	3	0.04%	Reduced
600	WC Whitney & Co Rochester, New York	$12.1M	+$108K	2	1.44%	Increased