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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	Norinchukin Bank Tokyo, Japan	$8.11M	-$12.6M	3	0.19%	Reduced
652	Great Valley Advisor Group Wilmington, Delaware	$8.09M	+$1.02M	2	0.34%	Increased
653	PCM Portolan Capital Management Boston, Massachusetts	$8.09M	+$1.77M	1	0.76%	Increased
654	LAI Legal Advantage Investments Los Altos Hills, California	$8.07M	+$121K	4	5.77%	Increased
655	CNB Camden National Bank Camden, Maine	$8.07M	-$2.21K	1	1.66%	Reduced
656	SLG Stanley-Laman Group Berwyn, Pennsylvania	$8.06M	-$330K	2	1.38%	Reduced
657	Paradigm Capital Management Inc Albany, New York	$8.01M	-$2.01M	1	0.46%	Reduced
658	BL BFSG LLC Irvine, California	$8M	+$210K	2	1.3%	Increased
659	FHB First Hawaiian Bank Honolulu, Hawaii	$7.99M	-$221K	5	0.27%	Reduced
660	FP Foundry Partners Minneapolis, Minnesota	$7.99M	-$6.92M	1	0.5%	Reduced
661	Perigon Wealth Management San Francisco, California	$7.95M	-$2.38M	3	0.32%	Reduced
662	LW Linscomb Wealth Houston, Texas	$7.93M	-$575K	1	0.46%	Reduced
663	Engineers Gate Manager New York	$7.92M	+$5.46M	4	0.29%	Increased
664	CSC Cove Street Capital El Segundo, California	$7.91M	-$826K	1	2.68%	Reduced
665	VCP Verus Capital Partners Scottsdale, Arizona	$7.91M	+$193K	2	1.1%	Increased
666	Curi RMB Capital Chicago, Illinois	$7.89M	-$3.17M	3	0.27%	Reduced
667	YIA YHB Investment Advisors West Hartford, Connecticut	$7.88M	-$10.6K	2	0.73%	Reduced
668	SC Searle & Co Greenwich, Connecticut	$7.87M	-$25.7K	4	2.68%	Reduced
669	CHAM Clear Harbor Asset Management Stamford, Connecticut	$7.87M	+$1.44M	2	0.82%	Increased
670	IEQ Capital Foster City, California	$7.82M	-$279K	3	0.16%	Reduced
671	NCM Novare Capital Management Charlotte, North Carolina	$7.79M	+$360K	1	0.88%	Increased
672	Hancock Whitney Gulfport, Mississippi	$7.78M	-$561K	3	0.32%	Reduced
673	H HoyleCohen San Diego, California	$7.77M	+$987K	2	0.72%	Increased
674	RBC Romano Brothers & Co Evanston, Illinois	$7.77M	-$97.4K	2	1.21%	Reduced
675	TA Townsend & Associates Westminster, Colorado	$7.76M	+$3.79M	1	1.64%	Increased