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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	AGA Altrinsic Global Advisors Stamford, Connecticut	$12.8M	-$549K	1	0.57%	Reduced
577	ATC Argent Trust Co Nashville, Tennessee	$12.7M	-$149K	2	0.56%	Reduced
578	APF Alaska Permanent Fund Juneau, Alaska	$12.7M	+$1.21M	3	0.19%	Increased
579	Bragg Financial Advisors Charlotte, North Carolina	$12.7M	-$87.5K	1	0.57%	Reduced
580	CIC Cutler Investment Counsel Jacksonville, Oregon	$12.7M	-$144K	1	1.73%	Reduced
581	Advisory Services Network Atlanta, Georgia	$12.6M	+$240K	3	0.26%	Increased
582	Glenview Trust Louisville, Kentucky	$12.6M	-$89.3K	2	0.25%	Reduced
583	IPAM ICICI Prudential Asset Management Mumbai, India	$12.6M	+$2.57M	2	1.49%	Increased
584	LTI Laffer Tengler Investments Nashville, Tennessee	$12.6M	+$3.51M	2	2.71%	Increased
585	Williams Jones Wealth Management New York	$12.5M	+$436K	3	0.15%	Increased
586	WC Whitney & Co Rochester, New York	$12.4M	-$30.4K	2	1.42%	Reduced
587	LIM Lathrop Investment Management Little Rock, Arkansas	$12.4M	+$2.75M	1	2.42%	Increased
588	CHAM Clear Harbor Asset Management Stamford, Connecticut	$12.3M	+$17.6K	2	1.06%	Increased
589	Sit Investment Associates Minneapolis, Minnesota	$12.3M	+$260K	5	0.28%	Increased
590	Great Valley Advisor Group Wilmington, Delaware	$12.3M	+$170K	3	0.34%	Increased
591	SCA Sage Capital Advisors Sioux Falls, South Dakota	$12.3M	+$66.6K	2	3.52%	Increased
592	TCM Tufton Capital Management Hunt Valley, Maryland	$12.2M	-$143K	2	2.37%	Reduced
593	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$12.1M	+$141K	1	2.31%	Increased
594	Farmers & Merchants Investments Inc Lincoln, Nebraska	$12M	+$25.5K	6	0.4%	Increased
595	RBA Richard Bernstein Advisors New York	$12M	$0	3	0.27%	Maintained
596	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$12M	-$298K	1	1.11%	Reduced
597	SLG Stanley-Laman Group Berwyn, Pennsylvania	$12M	+$471K	2	1.72%	Increased
598	LI LMCG Investments Boston, Massachusetts	$12M	+$150K	3	0.7%	Increased
599	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$11.9M	+$203K	3	0.26%	Increased
600	First Merchants Corp Muncie, Indiana	$11.9M	-$1.51M	3	0.48%	Reduced