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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	SM Soapstone Management Bethesda, Maryland	$10.6M	-$535K	1	7.08%	Reduced
652	Greenleaf Trust Kalamazoo, Michigan	$10.5M	+$195K	3	0.1%	Increased
653	Quantbot Technologies New York	$10.5M	+$6.53M	5	0.51%	Increased
654	Everett Harris & Co Los Angeles, California	$10.4M	+$585K	2	0.13%	Increased
655	AIA Allied Investment Advisors Billings, Montana	$10.4M	+$171K	1	2.43%	Increased
656	CCB Country Club Bank Kansas City, Missouri	$10.3M	-$1.35M	1	0.72%	Reduced
657	FP Foundry Partners Minneapolis, Minnesota	$10.3M	+$10.5K	1	0.55%	Increased
658	BEAM Baker Ellis Asset Management Vancouver, Washington	$10.2M	-$29K	2	1.54%	Reduced
659	Channing Capital Management Chicago, Illinois	$10.2M	-$1.58M	2	0.28%	Reduced
660	Brown Brothers Harriman & Co New York	$10.1M	+$344K	4	0.08%	Increased
661	AP Archon Partners Princeton Junction, New Jersey	$10.1M	$0	1	1.3%	Maintained
662	Rakuten Investment Management Tokyo, Japan	$10.1M	+$3.7M	3	0.07%	Increased
663	EFS Essex Financial Services Essex, Connecticut	$10.1M	+$270K	3	0.75%	Increased
664	RIG Renaissance Investment Group Lenox, Massachusetts	$10.1M	+$83.4K	1	2.19%	Increased
665	Dynamic Advisor Solutions Phoenix, Arizona	$10M	-$239K	3	0.32%	Reduced
666	AP Appleton Partners Boston, Massachusetts	$10M	+$14.3K	2	0.77%	Increased
667	Centiva Capital New York	$9.95M	+$7.16M	4	0.17%	Increased
668	KFS Kurt F. Somerville	$9.93M	+$4.24K	1	1.67%	Increased
669	&Partners Nashville, Tennessee	$9.92M	+$8.6M	3	0.43%	Increased
670	Segall Bryant & Hamill Chicago, Illinois	$9.88M	-$1.09M	1	0.18%	Reduced
671	RBC Romano Brothers & Co Evanston, Illinois	$9.87M	-$254K	2	1.37%	Reduced
672	FNFDCM Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$9.81M	+$220K	2	1%	Increased
673	Modera Wealth Management Westwood, New Jersey	$9.71M	+$83.7K	3	0.14%	Increased
674	Tower Research Capital (TRC) New York	$9.68M	+$892K	8	0.16%	Increased
675	First National Bank of Omaha Omaha, Nebraska	$9.67M	+$3.17M	1	0.64%	Increased