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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	SGI Summit Global Investments Bountiful, Utah	$10.4M	+$591K	1	1.13%	Increased
652	BAM Barrett Asset Management New York	$10.4M	+$467K	3	0.64%	Increased
653	AHC Adell Harriman & Carpenter Houston, Texas	$10.4M	+$367K	1	1.71%	Increased
654	PTC Private Trust Company Cleveland, Ohio	$10.3M	-$12.8K	3	1.92%	Reduced
655	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$10.3M	+$120K	5	0.19%	Increased
656	Seizert Capital Partners Birmingham, Michigan	$10.2M	+$748K	2	0.51%	Increased
657	AWMF Arbor Wealth Management (Florida) Miramar Beach, Florida	$10.2M	+$36.5K	1	4.25%	Increased
658	Candriam SCA Strassen, Luxembourg, Luxembourg	$10.2M	-$244K	1	0.11%	Reduced
659	Intact Investment Management Montreal, Quebec, Canada	$10.1M	+$699K	2	0.34%	Increased
660	RIA RPG Investment Advisory Pleasanton, California	$10.1M	-$1.39M	2	2.32%	Reduced
661	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$10.1M	+$82.2K	3	1.18%	Increased
662	CTA Colonial Trust Advisors Spartanburg, South Carolina	$10.1M	-$72.7K	1	1.67%	Reduced
663	FBP Flippin Bruce & Porter Lynchburg, Virginia	$10.1M	-$572K	1	1.74%	Reduced
664	Phoenix Financial Givatayim, Israel	$10.1M	-$3.96M	2	0.42%	Reduced
665	FCMC Founders Capital Management (Connecticut) East Hartford, Connecticut	$10.1M	$0	1	3.32%	Maintained
666	VW Vantage Wealth Pasadena, California	$10.1M	-$379K	1	3.74%	Reduced
667	LOAMU Lombard Odier Asset Management (USA) New York	$10M	+$6.58M	2	0.9%	Increased
668	PCA Private Capital Advisors Darien, Connecticut	$9.97M	+$35.2K	2	2.45%	Increased
669	Cetera Advisor Networks El Segundo, California	$9.95M	+$408K	3	0.27%	Increased
670	CCM Crossvault Capital Management San Antonio, Texas	$9.92M	+$1.81M	3	4.35%	Increased
671	HFS Haverford Financial Services Radnor, Pennsylvania	$9.9M	+$84.4K	1	3.15%	Increased
672	CCM Cohen Capital Management Corte Madera, California	$9.89M	$0	1	2.14%	Maintained
673	PMG ProVise Management Group Clearwater, Florida	$9.79M	-$72.7K	1	1.21%	Reduced
674	Great Lakes Advisors Chicago, Illinois	$9.79M	-$884K	4	0.21%	Reduced
675	DWM Doyle Wealth Management St. Petersburg, Florida	$9.78M	+$550K	3	1.22%	Increased