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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
626	PAM Peak Asset Management Louisville, Colorado	$9.73M	+$126K	1	2.35%	Increased
627	RiverFront Investment Group Richmond, Virginia	$9.63M	+$105K	1	0.2%	Increased
628	Capital Investment Advisors Atlanta, Georgia	$9.55M	+$54.2K	3	0.36%	Increased
629	GECH Garnet Equity Capital Holdings New York	$9.55M	-$1.4M	1	2.15%	Reduced
630	Calamos Wealth Management Naperville, Illinois	$9.49M	+$437K	3	0.78%	Increased
631	BRCM Bright Rock Capital Management Hanover, Massachusetts	$9.48M	$0	1	2.42%	Maintained
632	NCM Novare Capital Management Charlotte, North Carolina	$9.48M	-$112K	1	1.14%	Reduced
633	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$9.46M	+$415K	2	1.59%	Increased
634	Freestone Capital Holdings Seattle, Washington	$9.41M	-$70.6K	2	0.51%	Reduced
635	LMR Partners London, United Kingdom	$9.33M	+$9.98M	2	0.23%	New
636	CNC Canandaigua National Corp Canandaigua, New York	$9.31M	+$1.04M	3	1.57%	Increased
637	WAS Wesleyan Assurance Society Birmingham, United Kingdom	$9.29M	$0	1	1.23%	Maintained
638	S Surevest Los Angeles, California	$9.26M	+$615K	2	2.8%	Increased
639	BBI Baxter Bros Inc Riverside, Connecticut	$9.19M	+$3.32M	2	1.58%	Increased
640	PP Palladium Partners Norfolk, Virginia	$9.17M	-$400K	3	0.46%	Reduced
641	Prospera Financial Services Dallas, Texas	$9.15M	+$866K	4	0.54%	Increased
642	DWM Doyle Wealth Management St. Petersburg, Florida	$9.13M	+$336K	2	0.87%	Increased
643	Curi RMB Capital Chicago, Illinois	$9.13M	-$537K	2	0.34%	Reduced
644	Johnson Investment Counsel Cincinnati, Ohio	$9.12M	-$1.24M	3	0.14%	Reduced
645	WBC Westpac Banking Corp Sydney, Australia	$9.11M	-$724K	2	0.1%	Reduced
646	BFIM Beese Fulmer Investment Management Canton, Ohio	$9.04M	+$844K	2	1.09%	Increased
647	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$9M	+$186K	1	2.6%	Increased
648	AIM Aigen Investment Management New York	$8.95M	+$5.47M	4	1.19%	Increased
649	LW Linscomb Wealth Houston, Texas	$8.94M	+$212K	1	0.49%	Increased
650	MP McDonald Partners Cleveland, Ohio	$8.94M	+$380K	2	2.3%	Increased