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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	EverPoint Asset Management Stamford, Connecticut	$7.35M	+$1.6M	2	0.15%	Increased
602	Great Lakes Advisors Chicago, Illinois	$7.34M	+$2.08M	4	0.2%	Increased
603	Raymond James Trust St. Petersburg, Florida	$7.34M	-$790K	3	0.65%	Reduced
604	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$7.34M	-$5.44K	2	0.6%	Reduced
605	CAM Cypress Asset Management Houston, Texas	$7.32M	-$321K	2	1.46%	Reduced
606	BST Bath Savings Trust Bath, Maine	$7.32M	-$561K	1	2.29%	Reduced
607	LPL Financial San Diego, California	$7.31M	-$60.3M	4	0.06%	Reduced
608	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$7.28M	+$116K	1	4.59%	Increased
609	Numeric Investors Boston, Massachusetts	$7.25M	+$2.47M	2	0.06%	Increased
610	AMG National Trust Bank Greenwood Village, Colorado	$7.2M	-$1.77K	3	0.64%	Reduced
611	BEAM Baker Ellis Asset Management Vancouver, Washington	$7.19M	-$94.7K	2	2.26%	Reduced
612	Alpha Cubed Investments Irvine, California	$7.19M	+$454K	1	2.48%	Increased
613	WDA Wendell David Associates Portsmouth, New Hampshire	$7.18M	-$872K	2	1.41%	Reduced
614	LBC Lowe Brockenbrough & Co Richmond, Virginia	$7.16M	+$360K	1	1.24%	Increased
615	FCMC Founders Capital Management (Connecticut) East Hartford, Connecticut	$7.14M	+$17.8K	1	4.02%	Increased
616	BAM Barrett Asset Management New York	$7.13M	-$705K	1	0.62%	Reduced
617	AHC Adell Harriman & Carpenter Houston, Texas	$7.12M	+$340K	1	1.86%	Increased
618	Nomura Holdings Tokyo, Japan	$7.11M	-$1.34M	3	0.02%	Reduced
619	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$7.07M	+$349K	1	1.44%	Increased
620	CIS Connors Investor Services Wyomissing, Pennsylvania	$7.06M	+$392K	1	1.37%	Increased
621	NCM Narwhal Capital Management Marietta, Georgia	$7M	$0	2	2.2%	Maintained
622	Cullen Capital Management New York	$6.99M	+$1.16M	1	0.25%	Increased
623	MC Moors & Cabot Boston, Massachusetts	$6.96M	-$437K	4	1.22%	Reduced
624	SouthState Corp Winter Haven, Florida	$6.93M	+$110K	2	1.04%	Increased
625	VAM Visium Asset Management New York	$6.9M	-$32.8M	1	0.48%	Reduced