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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	CM CS McKee Pittsburgh, Pennsylvania	$8.4M	-$87K	1	0.65%	Reduced
602	Truist Financial Charlotte, North Carolina	$8.38M	-$431K	4	0.16%	Reduced
603	Evercore Wealth Management New York	$8.34M	-$118K	4	0.32%	Reduced
604	CC Courier Capital Buffalo, New York	$8.31M	+$5.23M	1	1.16%	Increased
605	BST Bath Savings Trust Bath, Maine	$8.27M	-$145K	1	2.21%	Reduced
606	First Allied Advisory Services San Diego, California	$8.23M	+$192K	6	0.35%	Increased
607	CAM Cortina Asset Management Milwaukee, Wisconsin	$8.2M	-$69.1K	1	0.34%	Reduced
608	LG Leuthold Group Minneapolis, Minnesota	$8.2M	-$174K	1	0.83%	Reduced
609	UF Univest Financial Souderton, Pennsylvania	$8.17M	+$112K	2	3.45%	Increased
610	AIP ARS Investment Partners New York	$8.15M	-$381K	2	1.05%	Reduced
611	EI EAM Investors Solana Beach, California	$8.09M	+$1.63M	2	1.08%	Increased
612	Gratus Capital Atlanta, Georgia	$8.08M	+$568K	2	1.12%	Increased
613	BEAM Baker Ellis Asset Management Vancouver, Washington	$8.05M	-$162K	2	2.13%	Reduced
614	BAM Barrett Asset Management New York	$8M	-$11.8K	1	0.58%	Reduced
615	Douglass Winthrop Advisors New York	$7.92M	-$129K	2	0.46%	Reduced
616	USS Investment Management London, United Kingdom	$7.91M	+$484K	1	0.06%	Increased
617	AMI Amica Mutual Insurance Providence, Rhode Island	$7.91M	$0	3	0.71%	Maintained
618	FCMC Founders Capital Management (Connecticut) East Hartford, Connecticut	$7.9M	-$78.5K	1	3.76%	Reduced
619	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$7.86M	+$2.09M	1	1.45%	Increased
620	VW Vantage Wealth Pasadena, California	$7.82M	+$65.3K	1	4.15%	Increased
621	IFP Advisors Tampa, Florida	$7.79M	-$63.9K	8	0.31%	Reduced
622	Cetera Advisor Networks El Segundo, California	$7.77M	+$1.14M	2	0.35%	Increased
623	Close Asset Management London, United Kingdom	$7.76M	-$155K	2	0.77%	Reduced
624	Meag Munich Ergo Munich, Germany	$7.76M	-$10.2M	1	0.32%	Reduced
625	Associated Banc-Corp Green Bay, Wisconsin	$7.75M	-$131K	2	0.43%	Reduced