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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	RAM RK Asset Management Grosse Pointe Farms, Michigan	$9.77M	+$237K	2	8.67%	Increased
627	PTC Private Trust Company Cleveland, Ohio	$9.77M	+$131K	3	1.42%	Increased
628	Hosking Partners London, United Kingdom	$9.76M	-$1.05M	1	0.24%	Reduced
629	LCM LVM Capital Management Portage, Michigan	$9.76M	+$313K	2	1.47%	Increased
630	Phoenix Financial Givatayim, Israel	$9.63M	+$1.43M	2	0.17%	Increased
631	FM Freemont Management Vaud, Switzerland	$9.56M	+$68.4K	1	1.26%	Increased
632	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$9.53M	-$1.83M	2	3.13%	Reduced
633	LOPW Live Oak Private Wealth Wilmington, North Carolina	$9.48M	+$539K	1	1.93%	Increased
634	Glenview Trust Louisville, Kentucky	$9.46M	-$7.61K	3	0.37%	Reduced
635	Bragg Financial Advisors Charlotte, North Carolina	$9.46M	+$76.5K	1	0.61%	Increased
636	SST S Squared Technology New York	$9.43M	+$4.45M	1	4.28%	Increased
637	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$9.42M	+$6.19M	3	0.33%	Increased
638	WC Whitney & Co Rochester, New York	$9.41M	+$6.18K	2	1.51%	Increased
639	KCP KDI Capital Partners Raleigh, North Carolina	$9.4M	+$651K	1	3.25%	Increased
640	TTWM TCV Trust & Wealth Management Richmond, Virginia	$9.36M	+$1.85M	2	1.04%	Increased
641	FF FourThought Financial Venice, Florida	$9.34M	+$1.08M	4	1.25%	Increased
642	Brown Brothers Harriman & Co New York	$9.32M	-$561K	5	0.06%	Reduced
643	YIA YHB Investment Advisors West Hartford, Connecticut	$9.3M	-$232K	3	0.8%	Reduced
644	PCA Private Capital Advisors Darien, Connecticut	$9.3M	-$236K	2	1.55%	Reduced
645	FA FDx Advisors Chicago, Illinois	$9.17M	+$877K	3	0.29%	Increased
646	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$9.16M	-$52.2K	1	4.08%	Reduced
647	JCA Jade Capital Advisors Essex Fells, New Jersey	$9.12M	+$1.59M	2	5.34%	Increased
648	Kestra Private Wealth Services Austin, Texas	$9.12M	+$291K	3	0.51%	Increased
649	LDB Lee, Danner & Bass Nashville, Tennessee	$9.12M	-$228K	3	0.84%	Reduced
650	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$9.1M	-$122K	4	1.46%	Reduced