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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
1176	Palisade Capital Management Fort Lee, New Jersey	$6.23M	$0	2	0.27%	Maintained
1177	ILI Invesco LLC (Illinois) Des Plaines, Illinois	$6.23M	-$127K	2	1.93%	Reduced
1178	NC NovaPoint Capital Atlanta, Georgia	$6.22M	+$369K	1	1.29%	Increased
1179	FPB First PREMIER Bank Sioux Falls, South Dakota	$6.22M	-$29.5K	2	1%	Reduced
1180	LIM Letson Investment Management Atlanta, Georgia	$6.19M	-$18.9K	4	2.27%	Reduced
1181	CCG Ceeto Capital Group Coral Gables, Florida	$6.18M	+$314K	3	1.67%	Increased
1182	NDSI Newman Dignan & Sheerar Inc Providence, Rhode Island	$6.17M	-$136K	3	1.18%	Reduced
1183	Cassaday & Co Wealth Management Mclean, Virginia	$6.16M	+$292K	6	0.12%	Increased
1184	MYA Meiji Yasuda America New York	$6.15M	+$1.25M	1	1.03%	Increased
1185	WF WoodTrust Financial Wisconsin Rapids, Wisconsin	$6.12M	-$67.4K	2	0.73%	Reduced
1186	RFG Advisory Birmingham, Alabama	$6.12M	+$1.16M	3	0.1%	Increased
1187	SC Skylands Capital Milwaukee, Wisconsin	$6.1M	$0	1	0.75%	Maintained
1188	HCA Harbour Capital Advisors Tysons Corner, Virginia	$6.08M	-$53.6K	1	1.11%	Reduced
1189	Blue Trust Inc Alpharetta, Georgia	$6.05M	-$188K	6	0.06%	Reduced
1190	NED Nancy E. Dempze	$6.04M	-$118K	1	2.89%	Reduced
1191	PP Pacifica Partners Surrey, Canada	$6.03M	-$31.2K	3	1.82%	Reduced
1192	DIM DLK Investment Management Solana Beach, California	$6.01M	+$2.4M	1	2.56%	Increased
1193	Ferguson Wellman Capital Management Portland, Oregon	$6M	+$110K	2	0.07%	Increased
1194	SIA SeaBridge Investment Advisors Summit, New Jersey	$5.99M	+$80.5K	1	0.87%	Increased
1195	GCM GKV Capital Management Walnut Creek, California	$5.98M	+$266K	1	1.93%	Increased
1196	TFS Thoroughbred Financial Services Brentwood, Tennessee	$5.98M	+$256K	2	0.29%	Increased
1197	MAMG Milestone Asset Management Group Avon, Connecticut	$5.96M	-$138K	1	3%	Reduced
1198	CIA Cohen Investment Advisors Bedford, New Hampshire	$5.93M	-$60.3K	2	2.66%	Reduced
1199	RC Roundview Capital Princeton, New Jersey	$5.91M	+$226K	1	0.32%	Increased
1200	HCM Horrell Capital Management Little Rock, Arkansas	$5.9M	-$695K	3	2.7%	Reduced