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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	MPM Mountaineer Partners Management New York	$12M	-$612K	1	5.52%	Reduced
602	Simplicity Wealth Summit, New Jersey	$12M	+$11.4M	4	0.28%	New
603	UMB Bank Kansas City, Missouri	$11.9M	-$621K	5	0.19%	Reduced
604	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$11.9M	-$203K	1	1.1%	Reduced
605	TCM Tufton Capital Management Hunt Valley, Maryland	$11.9M	-$32.1K	2	2.34%	Reduced
606	CHAM Clear Harbor Asset Management Stamford, Connecticut	$11.9M	+$403K	3	1.04%	Increased
607	Atria Investments Charlotte, North Carolina	$11.8M	-$1.21M	2	0.16%	Reduced
608	Williams Jones Wealth Management New York	$11.7M	-$1.14M	3	0.15%	Reduced
609	Farmers & Merchants Investments Inc Lincoln, Nebraska	$11.7M	-$377K	6	0.39%	Reduced
610	TF Talbot Financial Bellevue, Washington	$11.7M	+$361K	1	1.56%	Increased
611	NCM Novare Capital Management Charlotte, North Carolina	$11.7M	+$982K	2	1.06%	Increased
612	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$11.7M	-$267K	1	2.23%	Reduced
613	SIMG Sonora Investment Management Group Tucson, Arizona	$11.6M	+$9.25M	2	0.91%	Increased
614	BCB Brian C. Broderick	$11.5M	+$868K	1	2.45%	Increased
615	KFP KMG Fiduciary Partners Toledo, Ohio	$11.4M	+$1.96M	2	1.18%	Increased
616	TTWM TCV Trust & Wealth Management Richmond, Virginia	$11.4M	-$306K	2	1.09%	Reduced
617	Bleakley Financial Group Fairfield, New Jersey	$11.4M	+$827K	4	0.33%	Increased
618	Axxcess Wealth Management Carlsbad, California	$11.3M	+$1.06M	3	0.31%	Increased
619	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$11.3M	+$136K	3	0.25%	Increased
620	Federated Hermes Pittsburgh, Pennsylvania	$11.3M	-$2.4M	5	0.03%	Reduced
621	CA Cornerstone Advisors Asheville, North Carolina	$11.3M	-$1.16M	2	0.47%	Reduced
622	CCB Country Club Bank Kansas City, Missouri	$11.3M	-$180K	1	0.8%	Reduced
623	WAS Wesleyan Assurance Society Birmingham, United Kingdom	$11.2M	$0	1	0.99%	Maintained
624	Element Capital Management New York	$11.2M	+$11.1M	1	7.4%	New
625	FC FORA Capital Miami, Florida	$11.2M	+$2.84M	2	0.92%	Increased