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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	Vontobel Holding Zurich, Switzerland	$45.6M	+$35.1M	4	0.14%	Increased
377	Guggenheim Capital Chicago, Illinois	$45.5M	+$6.32M	7	0.33%	Increased
378	Hancock Whitney Gulfport, Mississippi	$45.1M	-$231K	4	0.81%	Reduced
379	AE Wealth Management Topeka, Kansas	$44.7M	+$19M	4	0.26%	Increased
380	Yousif Capital Management Bloomfield Hills, Michigan	$44.7M	-$1.41M	8	0.49%	Reduced
381	Brinker Capital Investments Berwyn, Pennsylvania	$44.6M	+$453K	8	0.33%	Increased
382	HRT Financial New York	$43.6M	-$22.6M	5	0.14%	Reduced
383	Burney Company Reston, Virginia	$43.2M	+$219K	4	1.35%	Increased
384	LWIC Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada	$43.2M	-$4.07M	1	3.24%	Reduced
385	Acadian Asset Management Boston, Massachusetts	$42.9M	+$10.7M	4	0.07%	Increased
386	SCM SKBA Capital Management San Francisco, California	$42.7M	-$5.31M	2	6.06%	Reduced
387	Private Advisor Group Morristown, New Jersey	$42.6M	+$478K	4	0.2%	Increased
388	Trexquant Investment Stamford, Connecticut	$42.4M	+$32.1M	8	0.38%	Increased
389	RIA RPG Investment Advisory Pleasanton, California	$42.3M	-$399K	3	4.8%	Reduced
390	Regions Financial Corp Birmingham, Alabama	$42.3M	-$756K	4	0.27%	Reduced
391	Salem Investment Counselors Winston Salem, North Carolina	$42.3M	-$507K	4	1.19%	Reduced
392	Clearstead Advisors Cleveland, Ohio	$42M	-$464K	7	0.53%	Reduced
393	Wealthfront Advisers Palo Alto, California	$41.9M	+$5.07M	4	0.09%	Increased
394	Tocqueville Asset Management New York	$41.8M	-$555K	2	0.61%	Reduced
395	SFM Stack Financial Management Whitefish, Montana	$41.6M	-$227K	1	3.17%	Reduced
396	Beacon Pointe Advisors Newport Beach, California	$41.4M	+$114K	3	0.29%	Increased
397	WhitTier Trust Company Reno, Nevada	$41.3M	-$1.11M	4	0.86%	Reduced
398	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$41.2M	-$1.76M	1	3.15%	Reduced
399	Schonfeld Strategic Advisors New York	$41.1M	-$23.4M	4	0.18%	Reduced
400	Markel Group Glen Allen, Virginia	$41.1M	$0	1	0.33%	Maintained