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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	MIM Martin Investment Management Palm Beach Gardens, Florida	$11.3M	+$125K	2	2.91%	Increased
602	BIA Barry Investment Advisors New Bedford, Massachusetts	$11.2M	-$1.33M	1	3.01%	Reduced
603	STB S&T Bank Indiana, Pennsylvania	$11.2M	-$15.7K	1	1.75%	Reduced
604	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$11.2M	-$21.7K	2	3.68%	Reduced
605	BFIM Beese Fulmer Investment Management Canton, Ohio	$11.1M	+$1.05M	2	1.26%	Increased
606	GPSPJS General Pension Society PZU Joint Stock Warsaw, Poland	$11.1M	-$337K	1	3.41%	Reduced
607	VIP Vantage Investment Partners Kansas City, Missouri	$11M	-$730K	1	0.53%	Reduced
608	DAM Delta Asset Management Memphis, Tennessee	$11M	+$13.1K	3	1.05%	Increased
609	UMB Bank Kansas City, Missouri	$10.9M	-$295K	1	0.25%	Reduced
610	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$10.9M	-$187K	1	1.26%	Reduced
611	CAC Core Alternative Capital Peachtree Corners, Georgia	$10.8M	-$240K	2	2.52%	Reduced
612	RAM RK Asset Management Grosse Pointe Farms, Michigan	$10.8M	+$424K	2	9.37%	Increased
613	MPM Mountaineer Partners Management New York	$10.8M	+$10.5M	1	7.88%	New
614	Capital Investment Advisors Atlanta, Georgia	$10.8M	+$244K	3	0.37%	Increased
615	Hosking Partners London, United Kingdom	$10.7M	-$137K	1	0.24%	Reduced
616	AT Arden Trust Wilmington, Delaware	$10.7M	-$158K	3	1.76%	Reduced
617	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$10.7M	+$562K	2	1.73%	Increased
618	Advisory Services Network Atlanta, Georgia	$10.6M	+$1.61M	8	0.34%	Increased
619	FVCM F&V Capital Management Boca Raton, Florida	$10.5M	+$2.6M	1	3.87%	Increased
620	AMG National Trust Bank Greenwood Village, Colorado	$10.5M	-$438K	2	0.34%	Reduced
621	MP McDonald Partners Cleveland, Ohio	$10.4M	+$746K	2	2.47%	Increased
622	NCM Novare Capital Management Charlotte, North Carolina	$10.4M	-$28.4K	1	1.17%	Reduced
623	HWM Hohimer Wealth Management Seattle, Washington	$10.4M	+$743K	3	2.13%	Increased
624	DWM Doyle Wealth Management St. Petersburg, Florida	$10.4M	+$287K	2	0.86%	Increased
625	SCA Stokes Capital Advisors Greenwood, South Carolina	$10.4M	+$5.25M	2	3.4%	Increased