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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	CIC Cutler Investment Counsel Jacksonville, Oregon	$14.3M	-$32K	1	1.78%	Reduced
577	LIM Lathrop Investment Management Little Rock, Arkansas	$14.2M	-$8.09K	1	2.72%	Reduced
578	MIM Marco Investment Management Atlanta, Georgia	$14.2M	-$254K	3	1.23%	Reduced
579	World Investment Advisors Santa Barbara, California	$14.2M	+$2.22M	3	0.39%	Increased
580	Maryland State Retirement & Pension System Baltimore, Maryland	$14.1M	-$1.33M	4	0.3%	Reduced
581	Elo Mutual Pension Insurance Espoo, Finland	$14M	+$14.7M	1	0.3%	New
582	Williams Jones Wealth Management New York	$14M	+$215K	3	0.17%	Increased
583	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$14M	-$63.8K	1	2.74%	Reduced
584	Apollon Wealth Management Mount Pleasant, South Carolina	$14M	+$1.33M	3	0.32%	Increased
585	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$14M	+$169K	1	1.22%	Increased
586	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$14M	+$137K	1	2.46%	Increased
587	Independent Advisor Alliance Charlotte, North Carolina	$13.9M	+$626K	3	0.18%	Increased
588	SCA Sage Capital Advisors Sioux Falls, South Dakota	$13.9M	-$12.3K	2	3.61%	Reduced
589	New Mexico Educational Retirement Board Santa Fe, New Mexico	$13.9M	-$392K	5	0.47%	Reduced
590	Jefferies Financial Group New York	$13.9M	+$3.54M	2	0.08%	Increased
591	Farmers & Merchants Investments Inc Lincoln, Nebraska	$13.9M	-$30.5K	6	0.43%	Reduced
592	CHAM Clear Harbor Asset Management Stamford, Connecticut	$13.8M	+$302K	2	1.1%	Increased
593	Vestcor Inc Fredericton, New Brunswick, Canada	$13.8M	-$836K	5	0.46%	Reduced
594	Advisory Services Network Atlanta, Georgia	$13.8M	-$240K	4	0.26%	Reduced
595	Everett Harris & Co Los Angeles, California	$13.7M	+$1.43M	2	0.17%	Increased
596	JA JLB & Associates Plymouth, Michigan	$13.7M	-$613K	1	1.85%	Reduced
597	AMG National Trust Bank Greenwood Village, Colorado	$13.5M	-$16K	2	0.37%	Reduced
598	VAS Valicenti Advisory Services Elmira, New York	$13.5M	-$21.5K	2	3.35%	Reduced
599	SouthState Corp Winter Haven, Florida	$13.4M	+$43.6K	4	0.88%	Increased
600	NEOS Investment Management Westport, Connecticut	$13.4M	+$1.89M	3	0.32%	Increased