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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	SWK Stephen W. Kidder	$7.64M	+$97.5K	1	2.36%	Increased
727	SC Scholtz & Company Stamford, Connecticut	$7.58M	+$521K	1	2.59%	Increased
728	HA Havens Advisors New York	$7.54M	+$1.97M	1	5.98%	Increased
729	Bank Julius Baer & Co Zurich, Switzerland	$7.52M	+$629K	2	0.05%	Increased
730	TTWM TCV Trust & Wealth Management Richmond, Virginia	$7.5M	-$1.41M	1	0.82%	Reduced
731	Man Group London, United Kingdom	$7.5M	+$4.03M	4	0.03%	Increased
732	DSC Duncker Streett & Co St. Louis, Missouri	$7.5M	-$478K	3	1.38%	Reduced
733	NPA Nichols & Pratt Advisers Boston, Massachusetts	$7.5M	-$5.89M	1	0.56%	Reduced
734	Quantbot Technologies New York	$7.48M	+$6.57M	4	0.59%	Increased
735	RPC Rossmore Private Capital Glastonbury, Connecticut	$7.46M	+$323K	3	1.28%	Increased
736	RIG Renaissance Investment Group Lenox, Massachusetts	$7.46M	+$71.4K	1	1.91%	Increased
737	SC Searle & Co Greenwich, Connecticut	$7.38M	+$2.08M	3	3.02%	Increased
738	TIAM TT International Asset Management London, United Kingdom	$7.37M	$0	1	0.34%	Maintained
739	Evercore Wealth Management New York	$7.37M	-$123K	2	0.13%	Reduced
740	CCM Crabel Capital Management Los Angeles, California	$7.36M	+$4.26M	1	1.51%	Increased
741	CI Cigna Investments Bloomfield, Connecticut	$7.36M	-$921K	4	0.52%	Reduced
742	FIM Freedom Investment Management Hartford, Connecticut	$7.33M	-$998K	4	0.55%	Reduced
743	JCA Jade Capital Advisors Essex Fells, New Jersey	$7.32M	-$15.3M	2	2.74%	Reduced
744	Phoenix Financial Givatayim, Israel	$7.32M	-$905K	1	0.14%	Reduced
745	Loews Corp New York	$7.27M	$0	1	0.06%	Maintained
746	FPTW Franklin, Parlapiano, Turner & Welch Houston, Texas	$7.25M	-$136K	1	2.24%	Reduced
747	EP Wealth Advisors Torrance, California	$7.21M	+$3.45K	2	0.2%	Increased
748	SCA Sage Capital Advisors Sioux Falls, South Dakota	$7.2M	+$465K	2	2.94%	Increased
749	H HoyleCohen San Diego, California	$7.18M	+$61.5K	2	0.56%	Increased
750	Birch Hill Investment Advisors Boston, Massachusetts	$7.1M	-$83.7K	1	0.38%	Reduced