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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	LW Linscomb Wealth Houston, Texas	$10.9M	+$143K	2	0.52%	Increased
602	STB S&T Bank Indiana, Pennsylvania	$10.9M	+$14.9K	1	1.59%	Increased
603	DWM Doyle Wealth Management St. Petersburg, Florida	$10.9M	+$197K	2	0.78%	Increased
604	ATC Argent Trust Co Nashville, Tennessee	$10.7M	+$436K	4	0.63%	Increased
605	SSB Sandy Spring Bank Olney, Maryland	$10.7M	+$768K	3	0.51%	Increased
606	CNC Canandaigua National Corp Canandaigua, New York	$10.7M	-$73.4K	3	1.58%	Reduced
607	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$10.6M	-$545K	1	1.11%	Reduced
608	PAM Peak Asset Management Louisville, Colorado	$10.6M	+$35.2K	1	2.45%	Increased
609	NCM Novare Capital Management Charlotte, North Carolina	$10.5M	+$65.4K	1	1.07%	Increased
610	Beacon Pointe Advisors Newport Beach, California	$10.5M	-$1.34M	3	0.27%	Reduced
611	Johnson Investment Counsel Cincinnati, Ohio	$10.4M	+$136K	3	0.13%	Increased
612	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$10.4M	+$265K	1	2.47%	Increased
613	Hancock Whitney Gulfport, Mississippi	$10.3M	-$91.7K	3	0.33%	Reduced
614	OGC Oak Grove Capital North Hampton, New Hampshire	$10.3M	-$983K	2	1.79%	Reduced
615	Peregrine Capital Management Minneapolis, Minnesota	$10.3M	+$1.31M	1	0.21%	Increased
616	Vestmark Advisory Solutions Wakefield, Massachusetts	$10.3M	+$193K	3	0.58%	Increased
617	AMG National Trust Bank Greenwood Village, Colorado	$10.2M	+$28.1K	1	0.3%	Increased
618	TCM Tufton Capital Management Hunt Valley, Maryland	$10.2M	-$98.9K	2	1.57%	Reduced
619	OSIA O'Shares Investment Advisers Boston, Massachusetts	$10.2M	+$727K	2	0.73%	Increased
620	FA FDx Advisors Chicago, Illinois	$10.2M	+$897K	3	0.28%	Increased
621	BC Beaconlight Capital New York	$10.2M	+$2.49M	1	3.51%	Increased
622	TC TwinBeech Capital Purchase, New York	$10.2M	+$10.6M	2	0.58%	New
623	Advisory Services Network Atlanta, Georgia	$10.2M	-$1.25M	4	0.29%	Reduced
624	AT Arden Trust Wilmington, Delaware	$10.1M	-$653K	3	1.72%	Reduced
625	Williams Jones Wealth Management New York	$10.1M	+$265K	2	0.13%	Increased