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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	Kentucky Retirement Systems Frankfort, Kentucky	$9.02M	+$25.1K	2	0.66%	Increased
702	SouthState Corp Winter Haven, Florida	$9.02M	-$209K	3	1.04%	Reduced
703	UMA USA Mutuals Advisors Dallas, Texas	$9.01M	$0	2	9.22%	Maintained
704	Parallax Volatility Advisers San Francisco, California	$9M	+$1.99M	3	0.01%	Increased
705	WDA Wendell David Associates Portsmouth, New Hampshire	$9M	+$198K	3	1.24%	Increased
706	DA Dillon & Associates Jackson, Michigan	$8.94M	+$517K	1	2.5%	Increased
707	FNFDCM Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$8.84M	+$47.5K	1	1.29%	Increased
708	VIP Vantage Investment Partners Kansas City, Missouri	$8.81M	+$165K	1	0.72%	Increased
709	Wolverine Asset Management Chicago, Illinois	$8.8M	+$1.01M	2	0.1%	Increased
710	First National Trust Hermitage, Pennsylvania	$8.76M	+$1.79M	2	0.71%	Increased
711	MJP Michael J. Puzo	$8.75M	-$127K	1	3.13%	Reduced
712	PEAK6 Investments Chicago, Illinois	$8.75M	-$77K	5	0.05%	Reduced
713	AE Wealth Management Topeka, Kansas	$8.73M	+$2.78M	3	0.19%	Increased
714	EMG ETF Managers Group Summit, New Jersey	$8.68M	+$1.07M	6	0.3%	Increased
715	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$8.65M	+$717K	4	0.51%	Increased
716	MCM Mattern Capital Management Lakewood, Colorado	$8.61M	+$8.48M	2	2.38%	New
717	EP Edgestream Partners Princeton, New Jersey	$8.61M	+$8.73M	3	0.45%	New
718	Bridges Investment Management Omaha, Nebraska	$8.61M	-$1.17M	3	0.32%	Reduced
719	Ameritas Investment Partners Lincoln, Nebraska	$8.6M	-$717K	8	0.38%	Reduced
720	WB Webster Bank Waterbury, Connecticut	$8.58M	+$99.3K	4	1.1%	Increased
721	CCT Chemung Canal Trust Elmira, New York	$8.49M	-$43K	1	1.93%	Reduced
722	SCM Schneider Capital Management Berwyn, Pennsylvania	$8.48M	+$1.11M	1	2.18%	Increased
723	GG Greenwood Gearhart Fayetteville, Arkansas	$8.45M	-$65.8K	1	2.18%	Reduced
724	SIG Sky Investment Group Hartford, Connecticut	$8.44M	-$196K	1	2.76%	Reduced
725	NL NKCFO LLC Geneva, Illinois	$8.44M	$0	2	6.16%	Maintained