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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
376	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$21.8M	+$83.4K	2	0.99%	Increased
377	Atria Wealth Solutions New York	$21.8M	+$890K	4	0.27%	Increased
378	Advisors Asset Management Monument, Colorado	$21.8M	-$599K	4	0.44%	Reduced
379	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$21.6M	+$808K	1	2.06%	Increased
380	Raymond James Trust St. Petersburg, Florida	$21.4M	+$1.5M	4	0.57%	Increased
381	Private Advisor Group Morristown, New Jersey	$21.2M	+$1.47M	4	0.17%	Increased
382	CFIA Cantor Fitzgerald Investment Advisors New York	$21.2M	+$20M	1	1.64%	New
383	Cerity Partners New York	$21.1M	+$110M	4	0.07%	Increased
384	RWA Wealth Partners Newton, Massachusetts	$21.1M	+$10.7M	2	0.3%	Increased
385	CEI Clark Estates Inc New York	$21.1M	-$5.25M	1	3.57%	Reduced
386	Nicholas Company Milwaukee, Wisconsin	$20.9M	+$5.32M	1	0.37%	Increased
387	Discovery Capital Management South Norwalk, Connecticut	$20.8M	+$19.6M	1	3.15%	New
388	NPF Norris Perne & French Grand Rapids, Michigan	$20.5M	+$142K	2	1.58%	Increased
389	TC TownSquare Capital Provo, Utah	$20.4M	-$2.79M	3	0.35%	Reduced
390	Cetera Advisors Denver, Colorado	$20.3M	-$2.23M	3	0.28%	Reduced
391	Scout Investments Kansas City, Missouri	$20.3M	+$2.34M	2	0.51%	Increased
392	Hantz Financial Services Southfield, Michigan	$20.3M	-$4.28M	4	0.44%	Reduced
393	First National Trust Hermitage, Pennsylvania	$20.2M	-$2.7M	3	0.89%	Reduced
394	MAP Managed Asset Portfolios Rochester, Michigan	$20M	-$381K	1	3.03%	Reduced
395	Simplex Trading Chicago, Illinois	$20M	+$2.97M	3	0.01%	Increased
396	ArrowMark Colorado Holdings Denver, Colorado	$19.9M	+$1.88M	2	0.22%	Increased
397	TSAM Trinity Street Asset Management London, United Kingdom	$19.8M	+$3.08M	1	2.2%	Increased
398	Capital Analysts LLC Fort Washington, Pennsylvania	$19.7M	+$309K	3	0.99%	Increased
399	CDH Charles D. Hyman	$19.6M	-$104K	3	1.17%	Reduced
400	ECG Edge Capital Group Atlanta, Georgia	$19.6M	+$4.09M	2	1.09%	Increased