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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
351	Hantz Financial Services Southfield, Michigan	$21.8M	-$2.57M	4	0.55%	Reduced
352	AE Wealth Management Topeka, Kansas	$21.7M	+$2.51M	3	0.13%	Increased
353	GD Grandfield & Dodd New York	$21.6M	+$686K	1	1.59%	Increased
354	CAM Cacti Asset Management Atlanta, Georgia	$21.5M	$0	1	1.98%	Maintained
355	HB Wealth Management Atlanta, Georgia	$21.5M	+$2.22M	4	0.35%	Increased
356	CTI Community Trust & Investment Versailles, Kentucky	$21.4M	+$346K	2	1.79%	Increased
357	Fiduciary Trust Boston, Massachusetts	$21.3M	-$1.36M	4	0.39%	Reduced
358	First Manhattan New York	$21.2M	-$62.5M	3	0.08%	Reduced
359	Holocene Advisors New York	$21.2M	-$260M	3	0.09%	Reduced
360	IFM Investors Melbourne, Australia	$21.1M	+$1.49M	3	0.28%	Increased
361	FineMark National Bank & Trust Fort Myers, Florida	$21.1M	-$5.51M	3	0.92%	Reduced
362	GIP Granite Investment Partners El Segundo, California	$21M	-$1.14M	2	0.88%	Reduced
363	AWCI Alpine Woods Capital Investors Purchase, New York	$20.9M	-$7.8M	2	3.37%	Reduced
364	First National Trust Hermitage, Pennsylvania	$20.5M	-$273K	3	0.98%	Reduced
365	Walleye Capital New York	$20.5M	+$3.25M	2	0.05%	Increased
366	Carson Wealth (CWM LLC) Omaha, Nebraska	$20.4M	-$6.02M	8	0.12%	Reduced
367	Cetera Advisors Denver, Colorado	$20.3M	+$3.21M	3	0.32%	Increased
368	Thornburg Investment Management Santa Fe, New Mexico	$20.3M	+$2.85M	1	0.33%	Increased
369	AssetMark Inc Concord, California	$20.1M	+$3.44M	5	0.08%	Increased
370	TC TownSquare Capital Provo, Utah	$20.1M	+$40.7K	3	0.37%	Increased
371	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$20.1M	+$1.31M	3	0.31%	Increased
372	Bridgeway Capital Management Houston, Texas	$20M	+$3.33M	2	0.48%	Increased
373	HRT Financial New York	$19.8M	+$9.57M	4	0.2%	Increased
374	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$19.7M	-$18.5M	1	0.21%	Reduced
375	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$19.7M	-$4.18M	2	0.97%	Reduced