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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	CT Caldwell Trust Venice, Florida	$8.37M	+$8.1M	5	1.28%	New
727	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$8.37M	-$587K	4	1.77%	Reduced
728	FM Foster & Motley Cincinnati, Ohio	$8.32M	-$529K	2	1.04%	Reduced
729	SWK Stephen W. Kidder	$8.32M	-$83.7K	1	3.06%	Reduced
730	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$8.32M	-$785K	1	0.57%	Reduced
731	KMC Kirr Marbach & Co Columbus, Indiana	$8.24M	+$8.36M	1	1.91%	New
732	SRC Shufro Rose & Co New York	$8.24M	-$184K	2	0.74%	Reduced
733	BCB Brian C. Broderick	$8.21M	+$232K	1	2.66%	Increased
734	TCTC Holdings Dallas, Texas	$8.17M	+$403K	1	0.42%	Increased
735	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$8M	-$56.3K	1	0.45%	Reduced
736	AWCI Alpine Woods Capital Investors Purchase, New York	$8M	-$4.09M	2	1.52%	Reduced
737	CCC Chelsea Counsel Company Los Angeles, California	$8M	-$412K	3	4.86%	Reduced
738	Stratos Wealth Partners Beachwood, Ohio	$7.96M	-$198K	3	0.31%	Reduced
739	AA Apriem Advisors Irvine, California	$7.95M	-$474K	1	1.52%	Reduced
740	BBA Brookfield BHS Advisors New York	$7.95M	+$7.65M	1	1.46%	New
741	Farmers & Merchants Investments Inc Lincoln, Nebraska	$7.95M	+$190K	2	0.49%	Increased
742	ST Somerset Trust Somerset, Pennsylvania	$7.94M	+$55.2K	2	3.92%	Increased
743	CCP Corient Capital Partners Newport Beach, California	$7.86M	+$898K	3	1%	Increased
744	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$7.84M	+$1.54M	3	0.69%	Increased
745	EVM Evelyn V. Moreno	$7.78M	-$212K	1	2.09%	Reduced
746	Calamos Wealth Management Naperville, Illinois	$7.78M	+$1.4M	3	0.92%	Increased
747	FHB First Hawaiian Bank Honolulu, Hawaii	$7.77M	+$2.38M	6	0.37%	Increased
748	CIC Cutler Investment Counsel Jacksonville, Oregon	$7.77M	-$1.41M	1	1.55%	Reduced
749	ACP Ashfield Capital Partners San Francisco, California	$7.76M	+$36.5K	3	0.77%	Increased
750	GGI GPM Growth Investors Bloomfield Hills, Michigan	$7.75M	+$7.71M	2	5.62%	New