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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	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$8.21M	+$357K	3	0.76%	Increased
702	Lido Advisors Los Angeles, California	$8.17M	+$1.99M	3	0.1%	Increased
703	JWBC J.W. Burns & Co Dewitt, New York	$8.16M	+$416K	3	1.6%	Increased
704	RIG Renaissance Investment Group Lenox, Massachusetts	$8.16M	+$17.1K	1	2.54%	Increased
705	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$8.16M	-$33.3K	3	0.11%	Reduced
706	Lincoln National Corp Radnor, Pennsylvania	$8.13M	+$313K	3	0.2%	Increased
707	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$8.1M	+$585K	2	0.49%	Increased
708	FHB First Hawaiian Bank Honolulu, Hawaii	$8.07M	-$127K	4	0.31%	Reduced
709	MHS M Holdings Securities Portland, Oregon	$8.06M	+$1.14M	3	0.89%	Increased
710	AT Arden Trust Wilmington, Delaware	$8.05M	-$405K	3	2.04%	Reduced
711	Barings Charlotte, North Carolina	$8.05M	-$602K	1	0.32%	Reduced
712	SC Searle & Co Greenwich, Connecticut	$8.01M	$0	3	3.08%	Maintained
713	LAI Legal Advantage Investments Los Altos Hills, California	$7.91M	+$11K	4	7.41%	Increased
714	H HoyleCohen San Diego, California	$7.88M	+$41.1K	2	0.86%	Increased
715	CNBTD Citizens National Bank Trust Department Meridian, Mississippi	$7.88M	+$351K	4	2.44%	Increased
716	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$7.88M	+$905K	2	1.12%	Increased
717	FM Freemont Management Vaud, Switzerland	$7.85M	-$208K	1	1.43%	Reduced
718	WTB Washington Trust Bank Spokane, Washington	$7.85M	-$157K	2	1%	Reduced
719	TGCMU Titan Global Capital Management USA New York	$7.84M	-$106K	1	2.25%	Reduced
720	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$7.83M	-$759K	2	1.52%	Reduced
721	CIA Covington Investment Advisors Ligonier, Pennsylvania	$7.83M	+$122K	2	2.03%	Increased
722	Spire Wealth Management Mclean, Virginia	$7.79M	-$5.49M	6	0.47%	Reduced
723	Aquatic Capital Management Chicago, Illinois	$7.77M	+$8.6M	3	0.76%	Increased
724	WIM Wilen Investment Management Bonita Springs, Florida	$7.74M	-$23K	3	7.9%	Reduced
725	DA Dillon & Associates Jackson, Michigan	$7.71M	+$155K	1	1.79%	Increased