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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
401	SAM Securian Asset Management St Paul, Minnesota	$22.9M	+$150K	5	0.64%	Increased
402	ELC Edgar Lomax Company Kingstowne, Virginia	$22.7M	-$122K	1	1.38%	Reduced
403	Salem Investment Counselors Winston Salem, North Carolina	$22.7M	+$605K	4	0.97%	Increased
404	Markel Group Glen Allen, Virginia	$22.6M	$0	1	0.3%	Maintained
405	Stephens Inc Little Rock, Arkansas	$22.5M	+$3.11M	5	0.46%	Increased
406	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$22.3M	-$7.69M	1	1.23%	Reduced
407	FSA Franklin Street Advisors Chapel Hill, North Carolina	$22.3M	+$8.97M	2	2.11%	Increased
408	ACM Alta Capital Management Salt Lake City, Utah	$22.1M	-$1.77M	1	1.69%	Reduced
409	Arrowstreet Capital Boston, Massachusetts	$21.9M	+$3.63M	1	0.03%	Increased
410	Kestra Private Wealth Services Austin, Texas	$21.8M	+$1.21M	4	1.1%	Increased
411	FBA Front Barnett Associates Chicago, Illinois	$21.8M	-$47.6K	2	2.75%	Reduced
412	Cerity Partners New York	$21.7M	+$12.5M	4	0.14%	Increased
413	Meyer Handelman Company Rye Brook, New York	$21.6M	-$977K	2	0.9%	Reduced
414	Wealthfront Advisers Palo Alto, California	$21.6M	+$2.27M	3	0.1%	Increased
415	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$21.6M	-$30.9K	6	0.59%	Reduced
416	Swiss Life Asset Management Zurich,	$21.5M	-$1.26M	1	0.36%	Reduced
417	WesBanco Bank Wheeling, West Virginia	$21.4M	+$7.88M	2	0.96%	Increased
418	CA CapWealth Advisors Franklin, Tennessee	$21.4M	+$22.2K	1	2.52%	Increased
419	SCA Snowden Capital Advisors New York	$21.4M	+$1.09M	3	0.9%	Increased
420	SGDR SPX Gestao de Recursos Rio De Janeiro, Brazil	$21.3M	-$8.94M	1	2.3%	Reduced
421	GW & Wade Wellesley, Massachusetts	$21.3M	+$266K	2	0.87%	Increased
422	GCM Greenland Capital Management New York	$21.3M	+$21.2M	3	3.35%	New
423	Thornburg Investment Management Santa Fe, New Mexico	$21.2M	-$1.54M	1	0.36%	Reduced
424	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$21.2M	+$1.15M	3	0.43%	Increased
425	Smith Salley Wealth Management Greensboro, North Carolina	$21.1M	+$39.3K	1	1.81%	Increased