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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
601	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$21.6M	-$345K	1	3.05%	Reduced
602	Bragg Financial Advisors Charlotte, North Carolina	$21.6M	+$73.5K	1	0.58%	Increased
603	WAS Wesleyan Assurance Society Birmingham, United Kingdom	$21.6M	$0	1	1.09%	Maintained
604	SouthState Corp Winter Haven, Florida	$21.5M	+$1.1M	5	0.9%	Increased
605	CHAM Clear Harbor Asset Management Stamford, Connecticut	$21.4M	-$156K	2	1.32%	Reduced
606	AR Advisory Research Chicago, Illinois	$21.4M	+$1.92M	2	2.13%	Increased
607	JWCA J.W. Cole Advisors Tampa, Florida	$21.3M	+$5.77M	4	0.37%	Increased
608	AP Atwood & Palmer Kansas City, Missouri	$21.2M	-$43.6K	3	1.13%	Reduced
609	Ossiam Paris, France	$21.1M	+$23.8M	2	0.28%	New
610	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$20.9M	-$627K	3	0.59%	Reduced
611	NAAA New Age Alpha Advisors Rye, New York	$20.8M	+$2.5M	5	0.88%	Increased
612	BCB Brian C. Broderick	$20.7M	+$167K	1	3.21%	Increased
613	BGC Blue Grotto Capital Atlanta, Georgia	$20.6M	+$15.6M	1	1.72%	New
614	Everett Harris & Co Los Angeles, California	$20.6M	-$1.49M	2	0.25%	Reduced
615	VWM Venturi Wealth Management Austin, Texas	$20.5M	+$348K	3	0.79%	Increased
616	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$20.4M	+$2.29M	3	0.05%	Increased
617	World Investment Advisors Santa Barbara, California	$20M	-$321K	5	0.33%	Reduced
618	GAB German American Bancorp Jasper, Indiana	$20M	+$1.46M	2	1.5%	Increased
619	BBI Baxter Bros Inc Riverside, Connecticut	$19.9M	-$446K	2	2.3%	Reduced
620	Ritholtz Wealth Management New York	$19.8M	+$2.24M	4	0.3%	Increased
621	Rakuten Investment Management Tokyo, Japan	$19.7M	+$2.04M	2	0.06%	Increased
622	FMI F/M Investments Washington, District of Columbia	$19.7M	+$261K	3	1%	Increased
623	LIM Lathrop Investment Management Little Rock, Arkansas	$19.7M	-$84K	1	3.49%	Reduced
624	Citizens Financial Group Providence, Rhode Island	$19.7M	+$838K	5	0.24%	Increased
625	Advisory Services Network Atlanta, Georgia	$19.6M	+$50.2K	5	0.22%	Increased