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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	SCP Steamboat Capital Partners Rye, New York	$7.93M	-$8.38M	1	2.26%	Reduced
652	FM Freemont Management Vaud, Switzerland	$7.89M	+$7.26M	1	1.47%	New
653	TNB TCF National Bank Sioux Falls, South Dakota	$7.86M	-$467K	3	0.83%	Reduced
654	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$7.81M	-$35K	1	4%	Reduced
655	JCM Janney Capital Management Pittsburgh, Pennsylvania	$7.68M	-$6.53M	2	0.53%	Reduced
656	Glenview Trust Louisville, Kentucky	$7.68M	-$40.8K	2	0.36%	Reduced
657	Vestmark Advisory Solutions Wakefield, Massachusetts	$7.68M	+$860K	3	0.86%	Increased
658	Advisory Services Network Atlanta, Georgia	$7.63M	+$1.08M	7	0.31%	Increased
659	CNC Canandaigua National Corp Canandaigua, New York	$7.61M	-$2.33M	3	1.34%	Reduced
660	Evercore Wealth Management New York	$7.61M	-$6.85K	3	0.16%	Reduced
661	AF Ally Financial Detroit, Michigan	$7.6M	+$1.99M	2	0.71%	Increased
662	BFIM Beese Fulmer Investment Management Canton, Ohio	$7.6M	+$620K	2	0.97%	Increased
663	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$7.59M	-$1.62M	2	1.5%	Reduced
664	TTWM TCV Trust & Wealth Management Richmond, Virginia	$7.59M	+$1.61M	2	0.92%	Increased
665	Prospera Financial Services Dallas, Texas	$7.58M	+$6.49M	4	0.52%	Increased
666	Group One Trading Chicago, Illinois	$7.55M	+$4.49M	4	0.01%	Increased
667	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$7.51M	+$929K	3	0.74%	Increased
668	KCP KDI Capital Partners Raleigh, North Carolina	$7.49M	-$165K	1	3.39%	Reduced
669	Bragg Financial Advisors Charlotte, North Carolina	$7.47M	+$572K	1	0.65%	Increased
670	WC Whitney & Co Rochester, New York	$7.45M	-$144K	2	1.2%	Reduced
671	LCM LVM Capital Management Portage, Michigan	$7.44M	+$6.89M	2	1.25%	Increased
672	GIM Goelzer Investment Management Carmel, Indiana	$7.42M	-$1.03M	2	0.68%	Reduced
673	PP Paloma Partners Greenwich, Connecticut	$7.41M	-$5.05M	4	0.19%	Reduced
674	Tower Research Capital (TRC) New York	$7.41M	-$3.2M	9	0.23%	Reduced
675	Intact Investment Management Montreal, Quebec, Canada	$7.37M	-$1.75M	2	0.24%	Reduced