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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	BCM BTR Capital Management Oakland, California	$12.2M	-$137K	1	2.11%	Reduced
602	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$12.2M	+$1.2M	3	1.19%	Increased
603	VV Verity & Verity Beaufort, South Carolina	$12.2M	-$224K	2	2.36%	Reduced
604	JWM JGP Wealth Management Bend, Oregon	$12.1M	+$1.22M	3	3.59%	Increased
605	Citizens Financial Group Providence, Rhode Island	$12.1M	-$487K	3	0.81%	Reduced
606	NRS Neville Rodie & Shaw New York	$12.1M	+$348K	2	1.18%	Increased
607	MCM Murphy Capital Management Bedminster, New Jersey	$12.1M	-$231K	3	1.71%	Reduced
608	GIM Goelzer Investment Management Carmel, Indiana	$12.1M	-$246K	2	1.03%	Reduced
609	JIR James Investment Research Alpha, Ohio	$11.9M	-$257K	1	0.83%	Reduced
610	UR USCA RIA Houston, Texas	$11.8M	+$3.09M	4	1.06%	Increased
611	BOTW Bank of the West Monterey Park, California	$11.8M	-$403K	2	1.38%	Reduced
612	FSA Franklin Street Advisors Chapel Hill, North Carolina	$11.8M	+$104K	2	1.39%	Increased
613	ICP Ironvine Capital Partners Omaha, Nebraska	$11.8M	+$190K	1	1.41%	Increased
614	HI Hendershot Investments Centreville, Virginia	$11.7M	-$446K	2	3.48%	Reduced
615	Engineers Gate Manager New York	$11.7M	+$6.5M	4	0.51%	Increased
616	Whittier Trust South Pasadena, California	$11.7M	+$27.3K	4	0.31%	Increased
617	WPIC White Pine Investment Company Livonia, Michigan	$11.7M	-$98K	2	4.79%	Reduced
618	IA Icon Advisers Greenwood Village, Colorado	$11.6M	+$105K	2	1.65%	Increased
619	MIM Marco Investment Management Atlanta, Georgia	$11.6M	+$129K	3	1.79%	Increased
620	WC Whitney & Co Rochester, New York	$11.6M	+$114K	2	2.3%	Increased
621	UMB Bank Kansas City, Missouri	$11.5M	+$625K	2	0.32%	Increased
622	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$11.5M	+$1.02M	4	0.09%	Increased
623	MIM Martin Investment Management Palm Beach Gardens, Florida	$11.5M	-$9.47M	2	4%	Reduced
624	CNB Camden National Bank Camden, Maine	$11.5M	-$277K	1	2.32%	Reduced
625	TCM Tufton Capital Management Hunt Valley, Maryland	$11.5M	-$100K	2	2.26%	Reduced