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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	JCM Janney Capital Management Pittsburgh, Pennsylvania	$11.3M	+$11M	2	0.79%	Increased
627	MLICM Metropolitan Life Insurance Company (MetLife) New York	$11.3M	-$94.4K	7	0.55%	Reduced
628	WAS Wesleyan Assurance Society Birmingham, United Kingdom	$11.3M	$0	1	1.2%	Maintained
629	BBI Baxter Bros Inc Riverside, Connecticut	$11.2M	+$583K	2	1.67%	Increased
630	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$11.2M	-$319K	1	2.59%	Reduced
631	Veritable Wilmington, Delaware	$11.1M	-$29.3K	3	0.17%	Reduced
632	DZ Bank Frankfurt Am Main, Germany	$11.1M	-$2.84M	2	0.02%	Reduced
633	RWA Wealth Partners Newton, Massachusetts	$11M	+$283K	1	0.24%	Increased
634	MLL Moody Lynn & Lieberson Boston, Massachusetts	$11M	-$1.72M	2	0.89%	Reduced
635	HFRG Houlihan Financial Resource Group Ashburn, Virginia	$11M	+$11M	1	0.34%	New
636	SWM Segment Wealth Management Houston, Texas	$10.9M	-$226K	2	1.12%	Reduced
637	WC Whitney & Co Rochester, New York	$10.8M	+$59.9K	2	1.56%	Increased
638	BEAM Baker Ellis Asset Management Vancouver, Washington	$10.8M	-$62.5K	2	1.84%	Reduced
639	IP Interval Partners New York	$10.7M	+$10.5M	1	0.39%	New
640	SLG Stanley-Laman Group Berwyn, Pennsylvania	$10.7M	-$111K	2	1.76%	Reduced
641	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$10.7M	+$4.62K	4	1.74%	Increased
642	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$10.6M	-$40.9K	4	0.27%	Reduced
643	AMI Amica Mutual Insurance Providence, Rhode Island	$10.6M	+$2.26M	1	1.2%	Increased
644	BCM Bourgeon Capital Management Darien, Connecticut	$10.6M	-$50.7K	4	2.47%	Reduced
645	CIA Covington Investment Advisors Ligonier, Pennsylvania	$10.6M	+$175K	2	2.11%	Increased
646	Glenview Trust Louisville, Kentucky	$10.6M	+$22.9K	2	0.29%	Increased
647	Channing Capital Management Chicago, Illinois	$10.5M	+$6.23M	2	0.32%	Increased
648	SSA South Street Advisors New York	$10.4M	-$859K	1	2.07%	Reduced
649	Bailard Foster City, California	$10.4M	-$141K	3	0.36%	Reduced
650	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$10.4M	+$68.7K	3	4.34%	Increased