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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
826	MA Mutual Advisors Omaha, Nebraska	$10.9M	+$1.48M	3	0.24%	Increased
827	SPC Spirepoint Private Client Vero Beach, Florida	$10.8M	+$400K	3	1.14%	Increased
828	GAMMA Investing Foster City, California	$10.8M	+$1.09M	9	0.6%	Increased
829	CreativeOne Wealth Overland Park, Kansas	$10.8M	+$243K	5	0.26%	Increased
830	CWP Cyndeo Wealth Partners St. Petersburg, Florida	$10.8M	+$4.67M	3	0.6%	Increased
831	Sagespring Wealth Partners Franklin, Tennessee	$10.8M	-$122K	3	0.21%	Reduced
832	KFBMI Kentucky Farm Bureau Mutual Insurance Louisville, Kentucky	$10.8M	$0	2	2.65%	Maintained
833	ITC Inspire Trust Company Reno, Nevada	$10.7M	$0	1	1.95%	Maintained
834	NRS Neville Rodie & Shaw New York	$10.7M	-$335K	1	0.77%	Reduced
835	KIA KCM Investment Advisors Greenbrae, California	$10.7M	+$451K	3	0.34%	Increased
836	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$10.7M	-$5.73M	1	0.86%	Reduced
837	Caisse Des Depots Et Consignations Paris, France	$10.6M	-$1.07M	1	0.45%	Reduced
838	PMG ProVise Management Group Clearwater, Florida	$10.6M	+$96.7K	1	0.78%	Increased
839	GWM Graybill Wealth Management Elmhurst, Illinois	$10.6M	-$321K	1	3.25%	Reduced
840	CWM Cornerstone Wealth Management St. Peters, Missouri	$10.6M	+$73.4K	3	0.58%	Increased
841	MP McDonald Partners Cleveland, Ohio	$10.6M	-$3.19M	2	3.15%	Reduced
842	BIP Bouvel Investment Partners Phoenixville, Pennsylvania	$10.6M	-$1.35M	2	3.23%	Reduced
843	NM NWI Management New York	$10.5M	+$9.78M	1	0.56%	New
844	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$10.5M	-$460K	1	0.89%	Reduced
845	CF Clarity Financial Houston, Texas	$10.4M	+$75.7K	1	1.04%	Increased
846	First National Bank of Omaha Omaha, Nebraska	$10.4M	-$242K	1	0.65%	Reduced
847	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$10.4M	+$10.6M	1	0.56%	New
848	HR Howe & Rusling Rochester, New York	$10.4M	-$98K	3	0.71%	Reduced
849	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$10.3M	-$503K	1	0.49%	Reduced
850	PIM Penobscot Investment Management Boston, Massachusetts	$10.3M	+$287K	3	0.79%	Increased