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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
676	Fulton Breakefield Broenniman Bethesda, Maryland	$7.36M	+$20.7K	1	1.23%	Increased
677	CapWealth Advisors Franklin, Tennessee	$7.34M	+$91.6K	1	1.32%	Increased
678	Freestone Capital Holdings Seattle, Washington	$7.34M	+$210K	3	0.51%	Increased
679	Banco Santander Madrid, Spain	$7.34M	+$7.18M	1	0.11%	New
680	FA FDx Advisors Chicago, Illinois	$7.3M	+$228K	4	0.2%	Increased
681	IAM Integre Asset Management New York	$7.3M	+$1.19M	2	4.33%	Increased
682	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$7.28M	-$422K	1	3.21%	Reduced
683	Sky Investment Group Hartford, Connecticut	$7.24M	-$50K	1	2.83%	Reduced
684	Foundry Partners Minneapolis, Minnesota	$7.23M	-$4.99M	1	0.3%	Reduced
685	Penobscot Investment Management Boston, Massachusetts	$7.22M	-$867K	2	2%	Reduced
686	PWM Patriot Wealth Management Houston, Texas	$7.18M	-$5.96M	1	1.02%	Reduced
687	Everett Harris & Co Los Angeles, California	$7.16M	+$163K	2	0.2%	Increased
688	Baker Ellis Asset Management Vancouver, Washington	$7.13M	-$1.48M	2	1.8%	Reduced
689	Stratos Wealth Partners Beachwood, Ohio	$7.11M	-$247K	7	0.32%	Reduced
690	AMG National Trust Bank Greenwood Village, Colorado	$7.1M	+$21.1K	2	0.46%	Increased
691	Churchill Management Los Angeles, California	$7.08M	+$347K	1	0.16%	Increased
692	Sit Investment Associates Minneapolis, Minnesota	$7.03M	-$13.2M	3	0.17%	Reduced
693	Radnor Capital Management Wayne, Pennsylvania	$7.02M	-$83.2K	2	2.24%	Reduced
694	USS Investment Management London, United Kingdom	$7M	-$1.41M	1	0.08%	Reduced
695	Edge Advisors Atlanta, Georgia	$7M	+$5.81M	4	0.69%	Increased
696	KCM Kingdon Capital Management New York	$6.98M	-$4.91M	1	0.45%	Reduced
697	Comerica Securities Detroit, Michigan	$6.97M	+$282K	4	0.88%	Increased
698	CS Credential Securities Vancouver,	$6.95M	+$890K	1	1.68%	Increased
699	Covington Capital Management Los Angeles, California	$6.93M	-$19K	5	0.43%	Reduced
700	Mechanics Bank - Trust Department Walnut Creek, California	$6.92M	-$768K	2	1.56%	Reduced