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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	AAIM American Assets Investment Management San Diego, California	$8.01M	$0	2	1.05%	Maintained
702	WIC WealthBridge Investment Counsel Calgary, Alberta, Canada	$8.01M	+$509K	2	3.55%	Increased
703	CIA Covington Investment Advisors Ligonier, Pennsylvania	$8.01M	+$69.6K	2	1.76%	Increased
704	ACP Ashfield Capital Partners San Francisco, California	$7.99M	-$31K	2	0.57%	Reduced
705	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$7.96M	$0	1	0.91%	Maintained
706	KFS Kurt F. Somerville	$7.96M	+$235K	1	1.19%	Increased
707	JWBC J.W. Burns & Co Dewitt, New York	$7.91M	-$46.2K	1	1.24%	Reduced
708	Palisade Capital Management Fort Lee, New Jersey	$7.88M	-$55.6K	2	0.18%	Reduced
709	BC Beaconlight Capital New York	$7.88M	+$3.25M	1	2.81%	Increased
710	HighPoint Advisor Group Downers Grove, Illinois	$7.87M	+$1.07M	3	0.79%	Increased
711	WSCM Wellington Shields Capital Management New York	$7.87M	+$71.6K	3	0.95%	Increased
712	AC Alexandria Capital Arlington, Virginia	$7.87M	+$1.17M	2	0.73%	Increased
713	CA Corriente Advisors Fort Worth, Texas	$7.86M	+$7.29M	1	4.24%	New
714	RGI River Global Investors London, United Kingdom	$7.84M	-$839K	1	0.51%	Reduced
715	LNB Ledyard National Bank	$7.83M	+$142K	2	0.8%	Increased
716	WTB Washington Trust Bank Spokane, Washington	$7.82M	+$347K	2	0.93%	Increased
717	Acadian Asset Management Boston, Massachusetts	$7.79M	+$1.72M	4	0.03%	Increased
718	IPAM ICICI Prudential Asset Management Mumbai, India	$7.77M	-$4.08M	2	2.93%	Reduced
719	CAM Centre Asset Management New York	$7.75M	+$1.26M	2	4.02%	Increased
720	NRS Neville Rodie & Shaw New York	$7.71M	-$93K	2	0.59%	Reduced
721	RWA Ropes Wealth Advisors Boston, Massachusetts	$7.7M	+$406K	3	1.22%	Increased
722	CSM Advisors Warrendale, Pennsylvania	$7.69M	+$428K	2	0.51%	Increased
723	BCM Bornite Capital Management New York	$7.68M	+$7.57M	1	3.43%	New
724	TCTC Holdings Dallas, Texas	$7.67M	+$80.6K	2	0.35%	Increased
725	BCB Brian C. Broderick	$7.64M	+$367K	1	2.03%	Increased