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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	Badgley Phelps Wealth Managers Seattle, Washington	$13.8M	+$2.03M	3	0.32%	Increased
602	Dakota Wealth Management Palm Beach Gardens, Florida	$13.7M	-$1.57M	3	0.31%	Reduced
603	PM Phraction Management Colchester, Connecticut	$13.7M	$0	2	4.85%	Maintained
604	AC Albar Capital London, United Kingdom	$13.7M	+$12.9M	1	3.08%	New
605	TCM Tufton Capital Management Hunt Valley, Maryland	$13.5M	-$724K	2	2.53%	Reduced
606	HI Hendershot Investments Centreville, Virginia	$13.5M	-$8.23M	2	1.84%	Reduced
607	World Investment Advisors Santa Barbara, California	$13.4M	+$6.4M	3	0.42%	Increased
608	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$13.3M	+$121K	3	0.27%	Increased
609	Davidson Kempner Capital Management New York	$13.2M	+$12.2M	1	0.27%	New
610	PCA Private Capital Advisors Darien, Connecticut	$13.2M	-$299K	2	1.45%	Reduced
611	Concurrent Investment Advisors Tampa, Florida	$13.2M	+$320K	3	0.39%	Increased
612	TF Talbot Financial Bellevue, Washington	$13.2M	+$168K	1	1.61%	Increased
613	Paradigm Capital Management Inc Albany, New York	$13.1M	$0	1	0.58%	Maintained
614	Bleakley Financial Group Fairfield, New Jersey	$13.1M	+$453K	4	0.4%	Increased
615	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$13.1M	+$24.7K	1	2.46%	Increased
616	First Merchants Corp Muncie, Indiana	$13.1M	-$345K	3	0.5%	Reduced
617	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$13.1M	-$1.04M	3	1.24%	Reduced
618	Everett Harris & Co Los Angeles, California	$13M	+$443K	2	0.16%	Increased
619	CTA Chesley Taft & Associates Chicago, Illinois	$13M	-$58.4K	3	0.62%	Reduced
620	Cubist Systematic Strategies Stamford, Connecticut	$13M	-$35.3M	3	0.08%	Reduced
621	NB NBT Bank Norwich, New York	$12.9M	-$407K	3	0.87%	Reduced
622	Kennedy Capital Management St Louis, Missouri	$12.9M	+$2.93M	2	0.29%	Increased
623	KFP KMG Fiduciary Partners Toledo, Ohio	$12.9M	-$866K	2	1.12%	Reduced
624	Graham Capital Management Rowayton, Connecticut	$12.8M	+$5.84M	2	0.22%	Increased
625	UMB Bank Kansas City, Missouri	$12.8M	-$114K	6	0.2%	Reduced