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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
726	CIBC World Market Toronto, Ontario, Canada	$4.56M	+$29.7K	4	0.02%	Increased
727	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$4.54M	+$137K	1	1.42%	Increased
728	PCM Parsons Capital Management Providence, Rhode Island	$4.51M	-$30.7K	1	0.62%	Reduced
729	FBC Fairfield, Bush & Co Darien, Connecticut	$4.46M	+$204K	1	1.28%	Increased
730	HJA Hugh Johnson Advisors Albany, New York	$4.46M	+$250K	2	1.59%	Increased
731	PIA Piedmont Investment Advisors Durham, North Carolina	$4.46M	-$10.1K	1	0.23%	Reduced
732	HFM Hartford Financial Management Hartford, Connecticut	$4.45M	-$80.1K	1	2.67%	Reduced
733	WP WMS Partners Towson, Maryland	$4.45M	+$16.5K	1	0.7%	Increased
734	BRCM Bright Rock Capital Management Hanover, Massachusetts	$4.43M	+$545K	1	1.89%	Increased
735	CA CapWealth Advisors Franklin, Tennessee	$4.41M	+$185K	1	1%	Increased
736	DD Dominick & Dominick New York	$4.41M	+$87.2K	1	2.11%	Increased
737	Great Lakes Advisors Chicago, Illinois	$4.4M	+$210K	3	0.15%	Increased
738	LBG Lloyds Banking Group London, United Kingdom	$4.38M	-$616K	3	1.19%	Reduced
739	Truist Financial Charlotte, North Carolina	$4.37M	-$424K	2	0.13%	Reduced
740	PTB Pioneer Trust Bank Salem, Oregon	$4.36M	-$98.1K	1	3.01%	Reduced
741	ORI Oak Ridge Investments Chicago, Illinois	$4.36M	-$158K	1	0.11%	Reduced
742	AC Ascend Capital Orinda, California	$4.35M	-$71.9M	1	0.13%	Reduced
743	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$4.35M	-$1.28M	2	1.02%	Reduced
744	GCM Garland Capital Management Bellevue, Washington	$4.34M	-$294K	1	3.11%	Reduced
745	EVM Evelyn V. Moreno	$4.31M	-$9.26K	1	1.65%	Reduced
746	Quantbot Technologies New York	$4.27M	+$2.84M	4	0.59%	Increased
747	DL Delta Lloyd Amsterdam, Netherlands	$4.25M	+$381K	2	0.04%	Increased
748	CCG Cypress Capital Group Palm Beach, Florida	$4.24M	-$396K	2	1.01%	Reduced
749	JPMIA J.P. Marvel Investment Advisors Boston, Massachusetts	$4.23M	-$60K	1	1.53%	Reduced
750	CCM Carderock Capital Management Chevy Chase, Maryland	$4.23M	-$54.4K	1	2.17%	Reduced