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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	Laurion Capital Management New York	$11.9M	-$8.91M	2	0.14%	Reduced
602	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$11.9M	-$749K	3	1.29%	Reduced
603	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$11.8M	+$5.54M	5	0.07%	Increased
604	BCB Brian C. Broderick	$11.8M	+$14.7K	1	2.41%	Increased
605	FAB First American Bank Dundee, Illinois	$11.8M	+$39.8K	2	0.88%	Increased
606	Apollon Wealth Management Mount Pleasant, South Carolina	$11.7M	+$566K	3	0.36%	Increased
607	WTB Washington Trust Bank Spokane, Washington	$11.7M	+$343K	1	1.16%	Increased
608	SIMG Sonora Investment Management Group Tucson, Arizona	$11.6M	$0	2	0.91%	Maintained
609	Independent Advisor Alliance Charlotte, North Carolina	$11.6M	-$1.13M	3	0.4%	Reduced
610	Mirae Asset Global Investments Seoul, South Korea	$11.6M	-$37.4M	5	0.06%	Reduced
611	Exchange Traded Concepts Oklahoma City, Oklahoma	$11.6M	+$8.37M	6	0.29%	Increased
612	WAS Wesleyan Assurance Society Birmingham, United Kingdom	$11.5M	$0	1	1%	Maintained
613	DAC Dividend Assets Capital Ridgeland, South Carolina	$11.5M	-$224K	2	2.34%	Reduced
614	KFP KMG Fiduciary Partners Toledo, Ohio	$11.5M	-$6.25K	2	1.13%	Reduced
615	Simplicity Wealth Summit, New Jersey	$11.4M	-$563K	4	0.26%	Reduced
616	LBP AM Paris, France	$11.4M	-$1.91M	1	0.47%	Reduced
617	PM Phraction Management Colchester, Connecticut	$11.4M	+$16K	2	4.15%	Increased
618	Federated Hermes Pittsburgh, Pennsylvania	$11.3M	+$16.6K	5	0.03%	Increased
619	Paradigm Capital Management Inc Albany, New York	$11.3M	$0	1	0.51%	Maintained
620	PCA Private Capital Advisors Darien, Connecticut	$11.3M	-$31.5K	2	1.26%	Reduced
621	CA Cornerstone Advisors Asheville, North Carolina	$11.3M	-$51.7K	2	0.46%	Reduced
622	NB NBT Bank Norwich, New York	$11.3M	+$2.16M	3	0.81%	Increased
623	Brevan Howard Capital Management St. Helier, Jersey	$11.2M	+$1.67M	2	0.1%	Increased
624	WIC WealthBridge Investment Counsel Calgary, Alberta, Canada	$11.2M	+$370K	2	4.3%	Increased
625	CNB Camden National Bank Camden, Maine	$11.2M	+$1.28M	1	1.73%	Increased