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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	PAM PSquared Asset Management Zurich, Switzerland	$21.6M	+$21.5M	1	3.11%	New
402	GGI Godsey & Gibb Inc Richmond, Virginia	$21.6M	+$21.6M	2	2.53%	Increased
403	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$21.5M	+$2.99M	4	0.57%	Increased
404	SAM Securian Asset Management St Paul, Minnesota	$21.5M	+$34K	5	0.57%	Increased
405	GIP Granite Investment Partners El Segundo, California	$21.4M	+$4.33M	2	0.89%	Increased
406	Atria Wealth Solutions New York	$21.4M	-$1.17M	4	0.32%	Reduced
407	CWM Connecticut Wealth Management Farmington, Connecticut	$21.4M	-$38.6M	1	1.62%	Reduced
408	Rathbones Group Liverpool, United Kingdom	$21.3M	+$3.42M	2	0.22%	Increased
409	INTECH Investment Management West Palm Beach, Florida	$21.2M	-$2.84M	4	0.17%	Reduced
410	First National Bank of Omaha Omaha, Nebraska	$21.2M	-$1.89M	1	1.28%	Reduced
411	Meyer Handelman Company Rye Brook, New York	$21.1M	+$140K	2	0.88%	Increased
412	FBA Front Barnett Associates Chicago, Illinois	$21.1M	+$29.7K	2	2.48%	Increased
413	CDH Charles D. Hyman	$21.1M	+$61.7K	3	1.41%	Increased
414	GW & Wade Wellesley, Massachusetts	$21M	+$358K	2	0.81%	Increased
415	AE Wealth Management Topeka, Kansas	$20.9M	+$2.39M	4	0.13%	Increased
416	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$20.9M	+$1.43M	3	0.71%	Increased
417	Smith Salley Wealth Management Greensboro, North Carolina	$20.9M	+$350K	1	1.66%	Increased
418	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$20.8M	+$3.72M	4	0.23%	Increased
419	CTI Community Trust & Investment Versailles, Kentucky	$20.8M	+$8.31M	2	1.79%	Increased
420	Quadrature Capital London, United Kingdom	$20.8M	+$20.8M	2	0.57%	Increased
421	WesBanco Bank Wheeling, West Virginia	$20.7M	-$9.04K	2	0.9%	Reduced
422	Lazard Asset Management New York	$20.6M	+$1.17M	6	0.03%	Increased
423	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$20.6M	+$851K	3	0.37%	Increased
424	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$20.5M	-$38.5K	6	0.52%	Reduced
425	CA CapWealth Advisors Franklin, Tennessee	$20.5M	-$296K	1	2.56%	Reduced