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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
1326	LIM Longfellow Investment Management Boston, Massachusetts	$4.81M	+$3.15M	3	0.98%	Increased
1327	DJSG D.J. St. Germain Springfield, Massachusetts	$4.8M	-$46.8K	6	0.17%	Reduced
1328	NPA Nichols & Pratt Advisers Boston, Massachusetts	$4.76M	-$32.1K	1	0.29%	Reduced
1329	B. Metzler seel. Sohn & Co Frankfurt, Germany	$4.76M	+$883K	4	0.04%	Increased
1330	JPWM Jamison Private Wealth Management Milton, Georgia	$4.76M	+$173K	1	0.48%	Increased
1331	PAS Parsonex Advisory Services Englewood, Colorado	$4.76M	-$19.9K	1	4.14%	Reduced
1332	PCM Polymer Capital Management New York	$4.76M	+$2.56M	4	0.63%	Increased
1333	Sterling Capital Management Charlotte, North Carolina	$4.75M	+$1.12M	8	0.08%	Increased
1334	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$4.75M	-$198K	1	0.46%	Reduced
1335	NorthRock Partners Minneapolis, Minnesota	$4.74M	-$560K	2	0.07%	Reduced
1336	AC Arrow Capital Sydney, Australia	$4.74M	+$4.58M	1	4.04%	New
1337	Allianz Munich, Germany	$4.74M	+$3.04M	2	0.05%	Increased
1338	HCA Harbor Capital Advisors Chicago, Illinois	$4.74M	+$617K	2	0.32%	Increased
1339	RCM Radnor Capital Management Wayne, Pennsylvania	$4.73M	-$288K	2	0.66%	Reduced
1340	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$4.73M	-$11.4K	2	1.01%	Reduced
1341	CB CNB Bank Clearfield, Pennsylvania	$4.73M	+$91.4K	4	1.84%	Increased
1342	TIS Titan Investment Solutions London,	$4.72M	+$3.36M	2	0.53%	Increased
1343	MFWP Mosaic Family Wealth Partners St. Louis, Missouri	$4.71M	+$3.28M	3	0.32%	Increased
1344	LCM Logan Capital Management Newtown Square, Pennsylvania	$4.71M	+$4.98M	2	0.18%	New
1345	Groupe la Francaise Paris, France	$4.68M	-$3.46M	4	0.06%	Reduced
1346	PMWMG Parr McKnight Wealth Management Group Minneapolis, Minnesota	$4.68M	+$433K	2	0.55%	Increased
1347	CCA Checchi Capital Advisers Beverly Hills, California	$4.68M	-$555K	3	0.21%	Reduced
1348	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$4.67M	-$80.8K	2	2.99%	Reduced
1349	CPIA Cornell Pochily Investment Advisors Ithaca, New York	$4.66M	+$127K	4	1.25%	Increased
1350	AWAG ARS Wealth Advisors Group St. Petersburg, Florida	$4.65M	-$36.9K	1	0.36%	Reduced