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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	WC Whitney & Co Rochester, New York	$8.91M	+$13.6K	2	1.73%	Increased
677	MP McDonald Partners Cleveland, Ohio	$8.81M	-$1.13M	2	3.36%	Reduced
678	Dakota Wealth Management Palm Beach Gardens, Florida	$8.8M	-$1.49M	4	0.71%	Reduced
679	NWM Nicola Wealth Management Vancouver, British Columbia, Canada	$8.75M	$0	1	0.96%	Maintained
680	NCM Novare Capital Management Charlotte, North Carolina	$8.71M	-$238K	1	1.11%	Reduced
681	Gotham Asset Management New York	$8.7M	+$2.01M	4	0.26%	Increased
682	Great Lakes Advisors Chicago, Illinois	$8.69M	-$3.91M	4	0.19%	Reduced
683	AMBIA Allen Mooney & Barnes Investment Advisors Thomasville, Georgia	$8.67M	+$326K	2	2.32%	Increased
684	IEQ Capital Foster City, California	$8.66M	+$2.81M	3	0.24%	Increased
685	Aptus Capital Advisors Fairhope, Alabama	$8.63M	+$816K	3	0.21%	Increased
686	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$8.58M	-$95.6K	1	4.31%	Reduced
687	BCB Brian C. Broderick	$8.58M	+$276K	1	2.68%	Increased
688	RWA Wealth Partners Newton, Massachusetts	$8.47M	+$122K	1	0.6%	Increased
689	Bridgewater Associates Westport, Connecticut	$8.46M	-$7.91M	1	0.04%	Reduced
690	Brown Brothers Harriman & Co New York	$8.45M	-$12K	7	0.08%	Reduced
691	Paradigm Capital Management Inc Albany, New York	$8.41M	+$847K	1	0.6%	Increased
692	Illinois Municipal Retirement Fund Oak Brook, Illinois	$8.41M	+$343K	4	0.21%	Increased
693	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$8.38M	-$3.55M	1	0.71%	Reduced
694	PTC Private Trust Company Cleveland, Ohio	$8.37M	-$12.8K	5	1.36%	Reduced
695	Ameritas Investment Partners Lincoln, Nebraska	$8.33M	-$150K	8	0.37%	Reduced
696	BL BFSG LLC Irvine, California	$8.32M	-$50K	2	1.77%	Reduced
697	Glenview Trust Louisville, Kentucky	$8.29M	+$498K	2	0.31%	Increased
698	Cetera Advisors Denver, Colorado	$8.29M	+$3.74M	3	0.22%	Increased
699	Farmers & Merchants Investments Inc Lincoln, Nebraska	$8.27M	+$1.46K	7	0.37%	Increased
700	VCP Verus Capital Partners Scottsdale, Arizona	$8.26M	+$7.82M	2	1.56%	Increased