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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	MBTD Mechanics Bank - Trust Department Walnut Creek, California	$7.07M	-$158K	2	1.68%	Reduced
652	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$7.06M	+$97.3K	3	0.69%	Increased
653	Chartwell Investment Partners Berywn, Pennsylvania	$7.05M	+$293K	1	0.24%	Increased
654	FA FDx Advisors Chicago, Illinois	$7.05M	-$409K	4	0.19%	Reduced
655	WC Whitney & Co Rochester, New York	$7.04M	$0	2	2.36%	Maintained
656	NRS Neville Rodie & Shaw New York	$7.03M	+$347K	1	0.78%	Increased
657	CNB Camden National Bank Camden, Maine	$7.03M	+$167K	1	2.08%	Increased
658	WSCM Wellington Shields Capital Management New York	$6.97M	-$220K	3	1.15%	Reduced
659	SI SII Investments Appleton, Wisconsin	$6.97M	+$110K	4	0.4%	Increased
660	RSVP Ramsay Stattman Vela & Price Colorado Springs, Colorado	$6.94M	+$141K	1	2.92%	Increased
661	UMB Bank Kansas City, Missouri	$6.92M	+$460K	1	0.24%	Increased
662	FNFDCM Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$6.92M	+$83.2K	1	1.01%	Increased
663	OCM Olstein Capital Management Purchase, New York	$6.91M	-$529K	1	0.89%	Reduced
664	MassMutual Private Wealth & Trust Windsor, Connecticut	$6.9M	+$308K	3	0.57%	Increased
665	Stratos Wealth Partners Beachwood, Ohio	$6.77M	-$277K	3	0.32%	Reduced
666	Freestone Capital Holdings Seattle, Washington	$6.7M	+$4.77M	3	0.48%	Increased
667	Donaldson Capital Management Evansville, Indiana	$6.69M	+$1.53M	2	0.7%	Increased
668	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$6.67M	-$50.7K	1	1.16%	Reduced
669	Bragg Financial Advisors Charlotte, North Carolina	$6.67M	+$107K	1	1.02%	Increased
670	CCC Chelsea Counsel Company Los Angeles, California	$6.66M	-$153K	2	3.33%	Reduced
671	Bridges Investment Management Omaha, Nebraska	$6.65M	+$3.69M	1	0.63%	Increased
672	DAM Delta Asset Management Memphis, Tennessee	$6.64M	+$552K	3	1%	Increased
673	SIG Sky Investment Group Hartford, Connecticut	$6.64M	+$90K	1	2.72%	Increased
674	IAS IMA Advisory Services Denver, Colorado	$6.6M	+$383K	3	3.06%	Increased
675	Cullen Capital Management New York	$6.6M	-$3.24M	1	0.23%	Reduced