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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	SLG Stanley-Laman Group Berwyn, Pennsylvania	$12.8M	-$972K	3	1.8%	Reduced
627	LBC Lowe Brockenbrough & Co Richmond, Virginia	$12.8M	-$159K	3	0.81%	Reduced
628	WIC WealthBridge Investment Counsel Calgary, Alberta, Canada	$12.7M	+$17.8K	2	4.52%	Increased
629	First Manhattan New York	$12.7M	-$76.1K	3	0.04%	Reduced
630	LW Linscomb Wealth Houston, Texas	$12.7M	-$472K	1	0.63%	Reduced
631	SST S Squared Technology New York	$12.7M	$0	1	5.41%	Maintained
632	APF Alaska Permanent Fund Juneau, Alaska	$12.7M	$0	3	0.19%	Maintained
633	Greenleaf Trust Kalamazoo, Michigan	$12.7M	+$109K	3	0.11%	Increased
634	Advisory Services Network Atlanta, Georgia	$12.6M	$0	3	0.26%	Maintained
635	TTWM TCV Trust & Wealth Management Richmond, Virginia	$12.6M	+$1.44M	2	1.13%	Increased
636	OCM Olstein Capital Management Purchase, New York	$12.5M	-$3.17M	2	2.13%	Reduced
637	NEOS Investment Management Westport, Connecticut	$12.5M	+$2.35M	3	0.38%	Increased
638	GWM Glass Wealth Management San Antonio, Texas	$12.5M	+$235K	3	6.92%	Increased
639	AIA Allied Investment Advisors Billings, Montana	$12.5M	-$63.8K	1	2.47%	Reduced
640	BEAM Baker Ellis Asset Management Vancouver, Washington	$12.4M	+$52.2K	2	1.76%	Increased
641	WTB Washington Trust Bank Spokane, Washington	$12.4M	-$8.17K	2	1.18%	Reduced
642	FP Foundry Partners Minneapolis, Minnesota	$12.3M	-$62.5K	1	0.61%	Reduced
643	RBA Richard Bernstein Advisors New York	$12.3M	-$1.66M	3	0.26%	Reduced
644	ST Spinnaker Trust Portland, Maine	$12.3M	-$476K	2	0.76%	Reduced
645	AP Archon Partners Princeton Junction, New Jersey	$12.2M	$0	1	1.42%	Maintained
646	Brown Brothers Harriman & Co New York	$12.2M	-$10K	4	0.08%	Reduced
647	LSA L & S Advisors Los Angeles, California	$12.1M	+$11.2M	2	1.27%	New
648	MP McDonald Partners Cleveland, Ohio	$12.1M	-$139K	3	3.02%	Reduced
649	DAC Dividend Assets Capital Ridgeland, South Carolina	$12M	-$312K	2	2.3%	Reduced
650	CNB Camden National Bank Camden, Maine	$12M	+$94.7K	2	1.72%	Increased