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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
701	MCM Monarch Capital Management Fort Wayne, Indiana	$4.94M	+$35.9K	2	1.97%	Increased
702	RSVP Ramsay Stattman Vela & Price Colorado Springs, Colorado	$4.93M	+$196K	1	2.58%	Increased
703	SFP Santa Fe Partners Santa Fe, New Mexico	$4.93M	+$2.93M	2	0.77%	Increased
704	RWM RKL Wealth Management Lancaster, Pennsylvania	$4.92M	-$28.9K	1	3.44%	Reduced
705	FCMC Founders Capital Management (Connecticut) East Hartford, Connecticut	$4.92M	+$765K	1	3.15%	Increased
706	CAM Cubic Asset Management Boston, Massachusetts	$4.91M	+$121K	1	1.72%	Increased
707	North Star Asset Management Neenah, Wisconsin	$4.87M	+$20.7K	1	0.58%	Increased
708	Reinhart Partners Mequon, Wisconsin	$4.87M	+$331K	1	0.35%	Increased
709	HC Highmount Capital New York	$4.86M	-$312K	1	1.21%	Reduced
710	RJA Robshaw & Julian Associates Williamsville, New York	$4.84M	+$746K	1	3.82%	Increased
711	Bragg Financial Advisors Charlotte, North Carolina	$4.84M	-$81.5K	1	1.22%	Reduced
712	First National Trust Hermitage, Pennsylvania	$4.83M	+$264K	1	0.91%	Increased
713	MHS M Holdings Securities Portland, Oregon	$4.82M	$0	1	2.69%	Maintained
714	AIP ARS Investment Partners New York	$4.75M	+$4.08M	2	0.72%	Increased
715	TCOO Trust Company of Oklahoma Tulsa, Oklahoma	$4.74M	-$220K	1	2.38%	Reduced
716	RBA Richard Bernstein Advisors New York	$4.73M	+$81.3K	2	0.5%	Increased
717	Nippon Life Insurance Tokyo, Japan	$4.72M	+$353K	1	0.12%	Increased
718	Bailard Foster City, California	$4.7M	-$154K	3	0.72%	Reduced
719	AHB Abner Herrman & Brock Jersey City, New Jersey	$4.7M	+$30K	1	1.38%	Increased
720	ANBTV American National Bank & Trust (Virginia) Danville, Virginia	$4.68M	+$296K	2	2.28%	Increased
721	NCM Narwhal Capital Management Marietta, Georgia	$4.67M	-$195K	2	1.88%	Reduced
722	Ladenburg Thalmann Financial Services Miami, Florida	$4.65M	-$537K	7	0.13%	Reduced
723	Washington Trust Westerly, Rhode Island	$4.62M	+$1.51M	1	0.34%	Increased
724	NCIM New Century Investment Management Southfield, Michigan	$4.58M	+$201K	2	2.37%	Increased
725	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$4.57M	+$64.5K	3	0.79%	Increased