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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	Obermeyer Wealth Partners Aspen, Colorado	$40M	-$578K	1	1.99%	Reduced
352	Hancock Whitney Gulfport, Mississippi	$39.8M	+$27.6M	4	0.76%	Increased
353	Cambiar Investors Denver, Colorado	$39.4M	+$6.08M	1	1.66%	Increased
354	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$39.4M	-$1.63M	1	2.4%	Reduced
355	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$39.4M	+$1.65M	4	0.35%	Increased
356	Nissay Asset Management Tokyo, Japan	$39.3M	+$770K	4	0.23%	Increased
357	Fiduciary Trust Boston, Massachusetts	$39.1M	-$212K	4	0.48%	Reduced
358	DZ Bank Frankfurt Am Main, Germany	$38.9M	-$6.45M	3	0.04%	Reduced
359	RCW Rheos Capital Works Tokyo, Japan	$38.7M	-$8.91M	2	2.22%	Reduced
360	OCM Osterweis Capital Management San Francisco, California	$38.6M	+$6.73M	3	1.85%	Increased
361	RIA RPG Investment Advisory Pleasanton, California	$38.2M	-$35.4M	3	4.76%	Reduced
362	Daymark Wealth Partners Cincinnati, Ohio	$38.1M	+$2.35M	3	1.45%	Increased
363	Conning Inc Hartford, Connecticut	$37.7M	-$3.53M	3	1.29%	Reduced
364	Stephens Inc Little Rock, Arkansas	$37.6M	+$10.4M	4	0.52%	Increased
365	Capital Analysts LLC Fort Washington, Pennsylvania	$37.6M	+$1.54M	4	1.25%	Increased
366	Avantax Advisory Services Dallas, Texas	$37.5M	+$1.14M	4	0.21%	Increased
367	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$37.2M	-$775K	1	2.88%	Reduced
368	Burney Company Reston, Virginia	$36.8M	+$886K	4	1.24%	Increased
369	Moore Capital Management New York	$36.7M	+$25M	3	0.46%	Increased
370	Verition Fund Management Greenwich, Connecticut	$36.5M	-$26.5M	8	0.16%	Reduced
371	SFM Stack Financial Management Whitefish, Montana	$36.3M	-$567K	1	3.21%	Reduced
372	Private Advisor Group Morristown, New Jersey	$36.2M	+$2.9M	4	0.2%	Increased
373	Regions Financial Corp Birmingham, Alabama	$36.1M	-$347K	4	0.25%	Reduced
374	Jump Financial Chicago, Illinois	$35.9M	+$3.28M	5	0.39%	Increased
375	Yousif Capital Management Bloomfield Hills, Michigan	$35.6M	+$943K	8	0.38%	Increased