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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	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$10.9M	+$526K	4	0.32%	Increased
652	FHB First Hawaiian Bank Honolulu, Hawaii	$10.9M	+$1.17M	5	0.39%	Increased
653	SLG Stanley-Laman Group Berwyn, Pennsylvania	$10.9M	-$110K	2	2.07%	Reduced
654	AMG National Trust Bank Greenwood Village, Colorado	$10.9M	-$479K	1	0.39%	Reduced
655	F.L. Putnam Investment Management Lynnfield, Massachusetts	$10.8M	-$878K	3	0.39%	Reduced
656	Atlantic Union Bankshares Glen Allen, Virginia	$10.8M	-$407K	3	1.15%	Reduced
657	RWA Wealth Partners Newton, Massachusetts	$10.7M	+$410K	1	0.27%	Increased
658	YIA YHB Investment Advisors West Hartford, Connecticut	$10.7M	+$7.98K	3	1.15%	Increased
659	Glenview Trust Louisville, Kentucky	$10.7M	+$501K	2	0.36%	Increased
660	NCM Novare Capital Management Charlotte, North Carolina	$10.7M	-$48K	1	1.26%	Reduced
661	RBC Romano Brothers & Co Evanston, Illinois	$10.7M	+$49.7K	4	1.62%	Increased
662	BCB Brian C. Broderick	$10.6M	+$70.5K	1	3.16%	Increased
663	BCM Bourgeon Capital Management Darien, Connecticut	$10.6M	-$1.12M	4	2.61%	Reduced
664	BBI Baxter Bros Inc Riverside, Connecticut	$10.6M	+$356K	2	1.74%	Increased
665	Pathstone Family Office Englewood, New Jersey	$10.6M	+$4.09M	4	0.19%	Increased
666	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$10.5M	-$50.8K	1	4.85%	Reduced
667	Palisade Capital Management Fort Lee, New Jersey	$10.5M	-$1.19M	2	0.28%	Reduced
668	Gotham Asset Management New York	$10.4M	+$37.8K	4	0.29%	Increased
669	FFP FourThought Financial Partners Venice, Florida	$10.4M	+$9.96M	3	1.51%	New
670	BHMP Bardin Hill Management Partners New York	$10.4M	+$5.64M	2	2.27%	Increased
671	LBP AM Paris, France	$10.3M	+$9.64M	1	0.3%	New
672	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$10.3M	+$495K	2	0.57%	Increased
673	LHC Lodge Hill Capital New York	$10.3M	-$7.7M	1	2.68%	Reduced
674	MP McDonald Partners Cleveland, Ohio	$10.2M	+$356K	3	3.5%	Increased
675	Bleakley Financial Group Fairfield, New Jersey	$10.1M	+$9.71M	4	0.36%	New