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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	FIM Freedom Investment Management Hartford, Connecticut	$8.27M	+$698K	4	0.63%	Increased
677	CHAM Clear Harbor Asset Management Stamford, Connecticut	$8.26M	-$24.9K	2	0.15%	Reduced
678	HighPoint Advisor Group Downers Grove, Illinois	$8.25M	+$353K	3	0.81%	Increased
679	KFS Kurt F. Somerville	$8.19M	+$173K	1	1.24%	Increased
680	CAM Centre Asset Management New York	$8.18M	+$36K	2	4.23%	Increased
681	HCM Hillman Capital Management Bethesda, Maryland	$8.16M	+$1.85M	1	2.87%	Increased
682	CIA Covington Investment Advisors Ligonier, Pennsylvania	$8.16M	+$86.1K	2	1.76%	Increased
683	AC Alexandria Capital Arlington, Virginia	$8.14M	+$226K	2	0.75%	Increased
684	ST Spinnaker Trust Portland, Maine	$8.14M	+$1.43M	2	0.57%	Increased
685	MCM Murphy Capital Management Bedminster, New Jersey	$8.1M	-$63.2K	3	0.95%	Reduced
686	M MOTCO San Antonio, Texas	$8.08M	-$104K	3	0.53%	Reduced
687	BCB Brian C. Broderick	$8.07M	+$366K	1	2.15%	Increased
688	Freestone Capital Holdings Seattle, Washington	$8.06M	-$2.36M	1	0.4%	Reduced
689	JWBC J.W. Burns & Co Dewitt, New York	$8M	+$28.5K	1	1.25%	Increased
690	AAIM American Assets Investment Management San Diego, California	$7.98M	$0	2	0.99%	Maintained
691	TCTC Holdings Dallas, Texas	$7.97M	+$233K	3	0.37%	Increased
692	TD Private Client Wealth New York	$7.94M	-$544K	4	0.34%	Reduced
693	ACP Ashfield Capital Partners San Francisco, California	$7.93M	-$121K	1	0.56%	Reduced
694	Frontier Capital Management Boston, Massachusetts	$7.88M	-$236K	1	0.06%	Reduced
695	TCA Taconic Capital Advisors New York	$7.84M	+$8.03M	1	0.21%	New
696	Palisade Capital Management Fort Lee, New Jersey	$7.82M	$0	2	0.17%	Maintained
697	LNB Ledyard National Bank	$7.82M	-$142K	2	0.81%	Reduced
698	CSM Advisors Warrendale, Pennsylvania	$7.81M	+$68.4K	2	0.58%	Increased
699	BHMP Bardin Hill Management Partners New York	$7.79M	-$7.08M	1	1.26%	Reduced
700	NRS Neville Rodie & Shaw New York	$7.79M	+$22.5K	2	0.61%	Increased