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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
776	Capital International Los Angeles, California	$13.3M	-$6.2M	2	0.44%	Reduced
777	SC Searle & Co Greenwich, Connecticut	$13.3M	+$491K	4	2.99%	Increased
778	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$13.3M	-$437K	2	1.81%	Reduced
779	LIA LS Investment Advisors Bloomfield Hills, Michigan	$13.2M	-$67.5K	1	1.79%	Reduced
780	Circle Wealth Management Summit, New Jersey	$13.2M	-$1.83K	1	0.17%	Reduced
781	Sit Investment Associates Minneapolis, Minnesota	$13.2M	-$7.31M	4	0.25%	Reduced
782	Eagle Global Advisors Houston, Texas	$13.2M	+$1.1K	2	0.44%	Increased
783	First Merchants Corp Muncie, Indiana	$13.1M	+$319K	3	0.46%	Increased
784	Thompson Siegel & Walmsley Richmond, Virginia	$13.1M	-$46.6K	3	0.24%	Reduced
785	CNB Camden National Bank Camden, Maine	$13.1M	-$840K	1	1.71%	Reduced
786	TCM Tufton Capital Management Hunt Valley, Maryland	$13.1M	-$119K	1	2.2%	Reduced
787	Mission Wealth Management Santa Barbara, California	$13.1M	+$5.62M	3	0.16%	Increased
788	Algert Global San Francisco, California	$13.1M	+$5.1M	3	0.16%	Increased
789	Quadrant Capital Group Cincinnati, Ohio	$13.1M	-$581K	6	0.36%	Reduced
790	Cantor Fitzgerald New York	$13.1M	+$15.8M	1	0.14%	New
791	UF Univest Financial Souderton, Pennsylvania	$13M	-$561K	2	0.64%	Reduced
792	CCS Concentric Capital Strategies Stamford, Connecticut	$13M	+$3.19M	2	0.72%	Increased
793	RP Rice Partnership Honolulu, Hawaii	$13M	+$339K	2	1.57%	Increased
794	SEB Asset Management Stockholm,	$12.9M	-$2.58M	4	0.05%	Reduced
795	NA Navellier & Associates Reno, Nevada	$12.9M	+$610K	2	1.02%	Increased
796	MJP Michael J. Puzo	$12.9M	-$516K	1	3.32%	Reduced
797	First National Trust Hermitage, Pennsylvania	$12.9M	-$1.53M	3	0.44%	Reduced
798	BIM Baldwin Investment Management West Conshohocken, Pennsylvania	$12.9M	+$3.18M	2	1.24%	Increased
799	CCM Compass Capital Management Minneapolis, Minnesota	$12.8M	-$502K	1	0.77%	Reduced
800	HI Hendershot Investments Centreville, Virginia	$12.7M	-$71.3K	2	1.66%	Reduced