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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	RCP Rothschild Capital Partners New York	$7.83M	-$63K	1	3.33%	Reduced
602	VV Verity & Verity Beaufort, South Carolina	$7.82M	+$176K	1	2.72%	Increased
603	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$7.76M	+$3.7M	1	1.83%	Increased
604	CAM Cypress Asset Management Houston, Texas	$7.69M	-$87.5K	2	1.47%	Reduced
605	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$7.67M	+$25.3K	1	1.52%	Increased
606	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$7.66M	+$19.6K	2	0.61%	Increased
607	WDA Wendell David Associates Portsmouth, New Hampshire	$7.57M	-$86.6K	2	1.49%	Reduced
608	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$7.56M	+$3.59M	1	1.26%	Increased
609	BAM Barrett Asset Management New York	$7.54M	-$44.7K	1	0.62%	Reduced
610	NCM Narwhal Capital Management Marietta, Georgia	$7.54M	+$163K	2	2.27%	Increased
611	Evercore Wealth Management New York	$7.53M	-$389K	4	0.31%	Reduced
612	LBC Lowe Brockenbrough & Co Richmond, Virginia	$7.51M	-$77.9K	1	1.26%	Reduced
613	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$7.51M	+$7.22M	1	3.98%	New
614	FSA Franklin Street Advisors Chapel Hill, North Carolina	$7.5M	+$1.74M	1	1.32%	Increased
615	FCMC Founders Capital Management (Connecticut) East Hartford, Connecticut	$7.49M	-$11.9K	1	4.06%	Reduced
616	Profund Advisors Bethesda, Maryland	$7.47M	+$641K	6	0.34%	Increased
617	MAM Marketfield Asset Management New York	$7.46M	-$2.5M	1	1.48%	Reduced
618	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$7.46M	+$6.8M	1	0.36%	New
619	GIA Granite Investment Advisors Concord, New Hampshire	$7.44M	-$192K	1	1.52%	Reduced
620	BPM Bowling Portfolio Management Cincinnati, Ohio	$7.43M	-$835K	2	1.1%	Reduced
621	AIC AWM Investment Company New York	$7.4M	+$6.75M	1	1.45%	New
622	Thrivent Financial for Lutherans Minneapolis, Minnesota	$7.38M	-$1.79M	7	0.03%	Reduced
623	SouthState Corp Winter Haven, Florida	$7.35M	-$131K	2	1.06%	Reduced
624	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$7.29M	-$1.89M	3	0.88%	Reduced
625	Calamos Wealth Management Naperville, Illinois	$7.27M	-$1.09M	2	1.17%	Reduced