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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	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$12.2M	-$243K	4	0.88%	Reduced
602	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$12.2M	+$301K	1	1.37%	Increased
603	PCA Private Capital Advisors Darien, Connecticut	$12.1M	-$3.02M	2	2.28%	Reduced
604	Nicholas Company Milwaukee, Wisconsin	$12.1M	$0	1	0.25%	Maintained
605	LDB Lee, Danner & Bass Nashville, Tennessee	$12.1M	+$492K	3	1.11%	Increased
606	LW Linscomb Wealth Houston, Texas	$12.1M	-$938K	1	0.63%	Reduced
607	CWA Asset Management Group Naples, Florida	$12M	+$219K	2	0.89%	Increased
608	NPF Norris Perne & French Grand Rapids, Michigan	$12M	+$640K	2	1.1%	Increased
609	CAC Core Alternative Capital Peachtree Corners, Georgia	$11.9M	+$12.6K	3	1.59%	Increased
610	FAB First American Bank Dundee, Illinois	$11.8M	-$407K	2	1.09%	Reduced
611	CCP Clifford Capital Partners Alpine, Utah	$11.8M	+$198K	1	3.63%	Increased
612	TTWM TCV Trust & Wealth Management Richmond, Virginia	$11.8M	-$20K	2	1.31%	Reduced
613	Bridgeway Capital Management Houston, Texas	$11.7M	-$435K	2	0.31%	Reduced
614	Frontier Capital Management Boston, Massachusetts	$11.7M	-$526K	1	0.12%	Reduced
615	AP Atwood & Palmer Kansas City, Missouri	$11.7M	-$12.5M	4	1.1%	Reduced
616	Centiva Capital New York	$11.7M	+$3.56M	6	0.29%	Increased
617	LHC Lodge Hill Capital New York	$11.7M	+$859K	1	4.42%	Increased
618	ATC Argent Trust Co Nashville, Tennessee	$11.7M	+$289K	3	0.74%	Increased
619	Advisor Partners II Walnut Creek, California	$11.5M	+$738K	3	0.64%	Increased
620	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$11.5M	-$35.5K	1	2.73%	Reduced
621	CIA CCM Investment Advisers Columbia, South Carolina	$11.5M	+$11.6M	1	1.63%	New
622	PAM Peak Asset Management Louisville, Colorado	$11.4M	-$57.1K	1	2.79%	Reduced
623	MLICM Metropolitan Life Insurance Company (MetLife) New York	$11.4M	-$3.41M	6	0.59%	Reduced
624	PineBridge Investments New York	$11.4M	+$703K	4	0.13%	Increased
625	Bragg Financial Advisors Charlotte, North Carolina	$11.4M	+$50.1K	1	0.67%	Increased