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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
651	Segall Bryant & Hamill Chicago, Illinois	$18.3M	-$16M	3	0.22%	Reduced
652	EIP Easterly Investment Partners Beverly, Massachusetts	$18.3M	+$13.3M	3	0.93%	Increased
653	AMG National Trust Bank Greenwood Village, Colorado	$18.2M	-$4.34M	2	0.37%	Reduced
654	PP PDT Partners New York	$18.2M	-$3.5M	3	0.96%	Reduced
655	Laurion Capital Management New York	$18.2M	+$8.35M	2	0.47%	Increased
656	Baillie Gifford & Co Edinburgh, United Kingdom	$18.1M	+$5.73M	1	0.02%	Increased
657	MCM Mill Capital Management Concord, North Carolina	$18.1M	+$23.2K	1	1.21%	Increased
658	NewEdge Wealth Pittsburgh, Pennsylvania	$18M	+$466K	5	0.18%	Increased
659	GWM Glass Wealth Management San Antonio, Texas	$17.9M	+$166K	3	6%	Increased
660	ST Spinnaker Trust Portland, Maine	$17.9M	+$408K	3	0.87%	Increased
661	MWM Marietta Wealth Management Marietta, Georgia	$17.9M	+$697K	2	1.84%	Increased
662	CIS Connors Investor Services Wyomissing, Pennsylvania	$17.8M	+$16.7K	1	1.54%	Increased
663	MIM Marco Investment Management Atlanta, Georgia	$17.8M	+$35.2K	3	1.17%	Increased
664	Ashton Thomas Private Wealth Scottsdale, Arizona	$17.7M	-$858K	4	0.37%	Reduced
665	Wilmington Savings Fund Society Wilmington, Delaware	$17.6M	+$685K	7	0.39%	Increased
666	Epoch Investment Partners New York	$17.6M	+$21.6K	1	0.1%	Increased
667	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$17.6M	+$17.2M	3	1.48%	New
668	JB Capital Wethersfield, Connecticut	$17.5M	+$959K	1	0.61%	Increased
669	NB NBT Bank Norwich, New York	$17.4M	-$438K	5	1.15%	Reduced
670	Nordea Investment Management Stockholm, Sweden	$17.4M	+$14.5M	3	0.01%	Increased
671	SWP Strategic Wealth Partners Independence, Ohio	$17.3M	+$529K	5	1.07%	Increased
672	CA Cornerstone Advisors Asheville, North Carolina	$17.2M	+$16.6M	1	0.57%	New
673	BCM Bourgeon Capital Management Darien, Connecticut	$17.1M	+$676K	1	2.52%	Increased
674	Boothbay Fund Management New York	$17M	-$10.5M	7	0.22%	Reduced
675	SPG Strategic Planning Group Bountiful, Utah	$16.8M	+$1.07M	2	1.83%	Increased