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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	LBC Lowe Brockenbrough & Co Richmond, Virginia	$14.8M	+$328K	3	0.76%	Increased
702	First National Trust Hermitage, Pennsylvania	$14.8M	-$983K	3	0.51%	Reduced
703	HI Hendershot Investments Centreville, Virginia	$14.8M	-$441K	2	1.86%	Reduced
704	KFS Kurt F. Somerville	$14.7M	-$432K	1	2.44%	Reduced
705	Prudential plc London, England, United Kingdom	$14.7M	-$4.91M	2	0.11%	Reduced
706	JB Capital Wethersfield, Connecticut	$14.7M	+$555K	1	0.63%	Increased
707	CNB Camden National Bank Camden, Maine	$14.7M	-$153K	2	2.05%	Reduced
708	JGC J. Goldman & Co New York	$14.7M	-$7.27M	1	0.37%	Reduced
709	NewEdge Wealth Pittsburgh, Pennsylvania	$14.6M	+$1.07M	5	0.21%	Increased
710	Voloridge Investment Management Jupiter, Florida	$14.6M	-$9.95M	1	0.05%	Reduced
711	AHB Abner Herrman & Brock Jersey City, New Jersey	$14.6M	+$47K	1	1.5%	Increased
712	Dakota Wealth Management Palm Beach Gardens, Florida	$14.6M	-$1.9M	4	0.29%	Reduced
713	BOK Financial Tulsa, Oklahoma	$14.6M	-$787K	4	0.22%	Reduced
714	CCB Country Club Bank Kansas City, Missouri	$14.5M	-$197K	1	0.86%	Reduced
715	Meridian Wealth Management Lexington, Kentucky	$14.5M	-$490K	3	0.56%	Reduced
716	Brevan Howard Capital Management St. Helier, Jersey	$14.5M	-$4.25M	7	0.06%	Reduced
717	C Certuity North Palm Beach, Florida	$14.5M	+$12.4M	3	0.99%	Increased
718	Axxcess Wealth Management Carlsbad, California	$14.4M	+$844K	4	0.31%	Increased
719	Dynamic Advisor Solutions Phoenix, Arizona	$14.4M	+$368K	3	0.42%	Increased
720	Eastern Bank Boston, Massachusetts	$14.4M	+$6.41M	4	0.26%	Increased
721	SCA Snowden Capital Advisors New York	$14.3M	-$930K	4	0.39%	Reduced
722	TTWM TCV Trust & Wealth Management Richmond, Virginia	$14.3M	-$86.7K	2	1.2%	Reduced
723	BCM Bourgeon Capital Management Darien, Connecticut	$14.3M	-$60.5K	1	2.58%	Reduced
724	DP DDD Partners Bellevue, Washington	$14.3M	+$508K	1	0.91%	Increased
725	RIG Renaissance Investment Group Lenox, Massachusetts	$14.2M	-$46.6K	1	2.89%	Reduced