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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	NCM Novare Capital Management Charlotte, North Carolina	$7.29M	+$7.38M	1	1.09%	New
652	SM Sciencast Management Princeton, New Jersey	$7.28M	+$7.85M	5	1.83%	Increased
653	Regions Financial Corp Birmingham, Alabama	$7.26M	-$32.4M	2	0.08%	Reduced
654	RIA RPG Investment Advisory Pleasanton, California	$7.24M	-$945K	3	1.91%	Reduced
655	Cannell & Spears New York	$7.15M	-$272K	2	0.75%	Reduced
656	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$7.09M	+$1.91M	3	0.67%	Increased
657	Bailard Foster City, California	$7.08M	+$4.05M	3	0.4%	Increased
658	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$7.05M	-$402K	4	1.46%	Reduced
659	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$7.02M	+$3.58M	1	2.71%	Increased
660	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$7.02M	+$6.42M	2	0.94%	Increased
661	RFA Reilly Financial Advisors La Mesa, California	$6.99M	-$2.13M	3	0.83%	Reduced
662	CI Cigna Investments Bloomfield, Connecticut	$6.99M	+$1.05M	4	0.66%	Increased
663	Great Lakes Advisors Chicago, Illinois	$6.99M	-$689K	4	0.17%	Reduced
664	MIM Martin Investment Management Palm Beach Gardens, Florida	$6.97M	-$1.04M	2	2.91%	Reduced
665	WC Whitney & Co Rochester, New York	$6.94M	-$1.74M	2	1.42%	Reduced
666	SteelPeak Wealth Woodland Hills, California	$6.92M	+$5.34M	2	0.87%	Increased
667	JHP James Hambro & Partners London, United Kingdom	$6.92M	-$5.18M	1	1.07%	Reduced
668	QIM Quantitative Investment Management Charlottesville, Virginia	$6.91M	+$6.42M	2	0.71%	Increased
669	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$6.84M	+$904K	4	0.1%	Increased
670	CA CapWealth Advisors Franklin, Tennessee	$6.83M	+$6.92M	1	0.97%	New
671	Glenview Trust Louisville, Kentucky	$6.83M	-$924K	2	0.39%	Reduced
672	LW Linscomb Wealth Houston, Texas	$6.75M	+$2.31M	1	0.49%	Increased
673	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$6.72M	-$3.56M	1	0.45%	Reduced
674	AP Advisor Partners Walnut Creek, California	$6.71M	+$355K	3	0.63%	Increased
675	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$6.69M	+$5.73M	1	3.67%	Increased