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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	LI LRI Investments Palm Beach Gardens, Florida	$12.3M	+$313K	5	1.04%	Increased
702	Intact Investment Management Montreal, Quebec, Canada	$12.3M	-$2.18M	3	0.42%	Reduced
703	Peregrine Capital Management Minneapolis, Minnesota	$12.2M	-$1.01M	1	0.37%	Reduced
704	Paradigm Capital Management Inc Albany, New York	$12.2M	-$1.73M	1	0.6%	Reduced
705	CNB Camden National Bank Camden, Maine	$12.2M	-$80.2K	2	1.76%	Reduced
706	Coldstream Capital Management Bellevue, Washington	$12.2M	+$316K	3	0.2%	Increased
707	SST S Squared Technology New York	$12.1M	-$4.16M	1	5.08%	Reduced
708	MP McDonald Partners Cleveland, Ohio	$12M	+$524K	3	2.89%	Increased
709	DP DDD Partners Bellevue, Washington	$12M	+$317K	1	1.28%	Increased
710	ACP Albar Capital Partners London, United Kingdom	$12M	-$7.16M	1	2.05%	Reduced
711	EFS Essex Financial Services Essex, Connecticut	$12M	-$116K	3	0.79%	Reduced
712	MJP Michael J. Puzo	$12M	-$722K	1	3.41%	Reduced
713	RBA Richard Bernstein Advisors New York	$12M	+$936K	4	0.3%	Increased
714	TTWM TCV Trust & Wealth Management Richmond, Virginia	$11.9M	-$272K	2	1.04%	Reduced
715	OMERS Administration Corp Toronto, Ontario, Canada	$11.9M	+$910K	4	0.09%	Increased
716	Engineers Gate Manager New York	$11.9M	+$4.71M	4	0.15%	Increased
717	AAIM American Assets Investment Management San Diego, California	$11.9M	$0	2	0.95%	Maintained
718	FCM Fogel Capital Management Stuart, Florida	$11.9M	-$92.6K	2	6.32%	Reduced
719	Stratos Wealth Partners Beachwood, Ohio	$11.8M	+$130K	3	0.16%	Increased
720	RPC Rossmore Private Capital Glastonbury, Connecticut	$11.8M	-$20.2K	3	1.38%	Reduced
721	AWP Ascent Wealth Partners New Hartford, New York	$11.8M	-$1.39M	2	1.46%	Reduced
722	Dynamic Advisor Solutions Phoenix, Arizona	$11.8M	+$341K	3	0.37%	Increased
723	CNBTD Citizens National Bank Trust Department Meridian, Mississippi	$11.8M	-$39.6K	4	2.35%	Reduced
724	Valeo Financial Advisors Carmel, Indiana	$11.8M	-$2.24M	3	0.29%	Reduced
725	JWBC J.W. Burns & Co Dewitt, New York	$11.7M	-$90.5K	2	1.42%	Reduced