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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
426	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$15.9M	-$1.64M	4	0.43%	Reduced
427	MIS Morningstar Investment Services Chicago, Illinois	$15.8M	+$4.96M	1	0.2%	Increased
428	JHP James Hambro & Partners London, United Kingdom	$15.7M	+$275K	1	1.02%	Increased
429	GWM GDS Wealth Management Flower Mound, Texas	$15.7M	+$10.5M	1	2.47%	Increased
430	GIA GHP Investment Advisors Denver, Colorado	$15.7M	+$105K	5	0.95%	Increased
431	TSAM Trinity Street Asset Management London, United Kingdom	$15.7M	+$458K	1	2.02%	Increased
432	MKC M. Kraus & Co Shelburne, Vermont	$15.6M	+$148K	2	5.56%	Increased
433	TCM Telos Capital Management San Diego, California	$15.6M	+$325K	3	2.18%	Increased
434	Grimes & Company Westborough, Massachusetts	$15.6M	+$487K	3	0.6%	Increased
435	Public Employees Retirement Association of Colorado Denver, Colorado	$15.6M	-$206M	4	0.08%	Reduced
436	AWAM Appian Way Asset Management New York	$15.5M	+$16.4M	1	3.71%	New
437	CA CapWealth Advisors Franklin, Tennessee	$15.5M	+$535K	2	1.99%	Increased
438	ArrowMark Colorado Holdings Denver, Colorado	$15.5M	+$13.3M	2	0.19%	Increased
439	GGI Godsey & Gibb Inc Richmond, Virginia	$15.4M	-$40.3K	2	1.89%	Reduced
440	VCM Valiant Capital Management San Francisco, California	$15.4M	$0	1	1.49%	Maintained
441	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$15.4M	+$11M	1	1.65%	Increased
442	Trexquant Investment Stamford, Connecticut	$15.3M	+$8.6M	2	0.38%	Increased
443	NP NS Partners London, United Kingdom	$15.3M	-$17.1K	1	0.82%	Reduced
444	Leonteq Securities AG Zurich, Switzerland	$15.2M	+$3.34M	5	0.84%	Increased
445	SAM Securian Asset Management St Paul, Minnesota	$15.2M	-$2.44M	5	0.45%	Reduced
446	MAP Managed Asset Portfolios Rochester, Michigan	$15.1M	-$84.5K	1	2.32%	Reduced
447	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$15.1M	-$2.13M	5	0.35%	Reduced
448	MC Moors & Cabot Boston, Massachusetts	$15M	-$5.04K	5	1.02%	Reduced
449	OCM Olstein Capital Management Purchase, New York	$15M	+$3.17M	2	2.58%	Increased
450	JWM JGP Wealth Management Bend, Oregon	$15M	+$1.41M	3	2.52%	Increased