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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
801	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$12.7M	+$480K	1	0.9%	Increased
802	CWP Cyndeo Wealth Partners St. Petersburg, Florida	$12.6M	-$3.17M	3	0.6%	Reduced
803	Parallel Advisors San Francisco, California	$12.6M	+$662K	9	0.19%	Increased
804	Vestcor Inc Fredericton, New Brunswick, Canada	$12.6M	+$1.32M	4	0.31%	Increased
805	PIM Plato Investment Management Sydney, NSW, Australia	$12.6M	+$11.3M	4	0.72%	Increased
806	Modern Wealth Management Lenexa, Kansas	$12.5M	+$2.19M	4	0.15%	Increased
807	PWW Pettyjohn Wood & White Lynchburg, Virginia	$12.5M	+$68.8K	2	1.82%	Increased
808	CP CenterBook Partners Greenwich, Connecticut	$12.5M	+$11.1M	2	0.61%	Increased
809	SST S Squared Technology New York	$12.4M	+$4.54M	1	3.86%	Increased
810	CCM Cohen Capital Management Corte Madera, California	$12.4M	+$31.2K	1	1.69%	Increased
811	RAM Robinhood Asset Management Menlo Park, California	$12.4M	+$4.02M	2	0.66%	Increased
812	SWK Stephen W. Kidder	$12.4M	-$25.7K	1	3.13%	Reduced
813	ArrowMark Colorado Holdings Denver, Colorado	$12.3M	+$9.31M	1	0.51%	New
814	FCMT Founders Capital Management (Texas) Houston, Texas	$12.2M	+$146K	2	5.3%	Increased
815	Frontier Capital Management Boston, Massachusetts	$12.2M	-$9.53M	1	0.11%	Reduced
816	LOPW Live Oak Private Wealth Wilmington, North Carolina	$12.2M	-$59.6K	2	1.52%	Reduced
817	TTWM TCV Trust & Wealth Management Richmond, Virginia	$12.2M	-$84.8K	2	0.92%	Reduced
818	GIM Goelzer Investment Management Carmel, Indiana	$12.2M	+$1.32M	2	0.53%	Increased
819	CWM Cornerstone Wealth Management St. Peters, Missouri	$12.1M	+$727K	3	0.52%	Increased
820	Evercore Wealth Management New York	$12.1M	-$81.3K	3	0.17%	Reduced
821	BFA Benedict Financial Advisors Atlanta, Georgia	$12.1M	-$231K	1	2.35%	Reduced
822	PFC Phocas Financial Corp Alameda, California	$12.1M	+$2.31M	1	1.68%	Increased
823	UCI Uncommon Cents Investing Janesville, Wisconsin	$12M	-$100K	2	2.61%	Reduced
824	Harbour Investments Madison, Wisconsin	$12M	-$1.5M	9	0.16%	Reduced
825	CCG Cypress Capital Group Palm Beach, Florida	$12M	+$1.27M	4	1.12%	Increased