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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	PAM Peak Asset Management Louisville, Colorado	$9.27M	+$1M	1	2.24%	Increased
602	CIA CCM Investment Advisers Columbia, South Carolina	$9.25M	+$177K	1	1.28%	Increased
603	Congress Wealth Management Boston, Massachusetts	$9.23M	+$91.4K	3	0.19%	Increased
604	AMG National Trust Bank Greenwood Village, Colorado	$9.23M	+$67.3K	2	0.32%	Increased
605	Schroder Investment Management Group London, United Kingdom	$9.18M	+$808K	2	0.01%	Increased
606	Metis Global Partners San Diego, California	$9.14M	+$1.58M	3	0.44%	Increased
607	CCP Clifford Capital Partners Alpine, Utah	$9.11M	+$550K	1	2.65%	Increased
608	Scotia Capital Toronto, Ontario, Canada	$9.11M	-$5.65M	3	0.07%	Reduced
609	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$9.1M	-$353K	1	2.23%	Reduced
610	First National Bank of Omaha Omaha, Nebraska	$9.08M	-$7.3M	1	0.59%	Reduced
611	SIMG Sonora Investment Management Group Tucson, Arizona	$9.05M	-$257K	2	0.77%	Reduced
612	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$9.01M	-$42.4K	1	0.98%	Reduced
613	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$9.01M	+$156K	3	0.1%	Increased
614	iA Global Asset Management Quebec, Quebec, Canada	$8.99M	+$836K	3	0.24%	Increased
615	TCM Tufton Capital Management Hunt Valley, Maryland	$8.98M	+$3.1M	2	2%	Increased
616	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$8.93M	-$222K	3	0.23%	Reduced
617	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$8.8M	+$53.8K	4	1.44%	Increased
618	WC Whitney & Co Rochester, New York	$8.79M	+$911K	2	1.32%	Increased
619	Bragg Financial Advisors Charlotte, North Carolina	$8.77M	+$381K	1	0.46%	Increased
620	BEAM Baker Ellis Asset Management Vancouver, Washington	$8.76M	-$376K	2	1.57%	Reduced
621	AAIM American Assets Investment Management San Diego, California	$8.76M	$0	2	0.98%	Maintained
622	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$8.71M	+$10.2K	1	2.15%	Increased
623	CCB Country Club Bank Kansas City, Missouri	$8.69M	-$245K	1	0.71%	Reduced
624	GCC Game Creek Capital Boston, Massachusetts	$8.68M	+$1.78M	1	5.38%	Increased
625	MLICM Metropolitan Life Insurance Company (MetLife) New York	$8.66M	-$744K	6	0.45%	Reduced