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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	ELI Empire Life Investments Toronto, Ontario, Canada	$29M	-$2.81M	1	1.84%	Reduced
427	Ancora Advisors Cleveland, Ohio	$28.9M	+$1.8M	5	0.6%	Increased
428	Exencial Wealth Advisors Oklahoma City, Oklahoma	$28.8M	-$959K	3	1.01%	Reduced
429	Walleye Capital New York	$28.7M	+$21.9M	8	0.11%	Increased
430	PDM Penn Davis McFarland Dallas, Texas	$28.7M	-$363K	1	3.23%	Reduced
431	IFM Investors Melbourne, Australia	$28.7M	+$2.69M	4	0.27%	Increased
432	Carson Wealth (CWM LLC) Omaha, Nebraska	$28.4M	-$821K	9	0.1%	Reduced
433	FMI F/M Investments Washington, District of Columbia	$28.2M	-$933K	2	1.02%	Reduced
434	Venture Visionary Partners Sylvania, Ohio	$28.2M	+$175K	2	1.06%	Increased
435	NCM Narwhal Capital Management Marietta, Georgia	$28.1M	-$3.11M	3	2.26%	Reduced
436	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$28.1M	+$9.19K	2	2.97%	Increased
437	Wealthfront Advisers Palo Alto, California	$28M	-$142K	4	0.07%	Reduced
438	Sanctuary Advisors Indianapolis, Indiana	$27.9M	+$90K	4	0.17%	Increased
439	Hantz Financial Services Southfield, Michigan	$27.9M	+$1.68M	6	0.45%	Increased
440	Washington Trust Westerly, Rhode Island	$27.8M	-$232K	3	0.98%	Reduced
441	INTECH Investment Management West Palm Beach, Florida	$27.7M	-$6.58M	6	0.26%	Reduced
442	Union Bancaire Privee Geneva 1, Switzerland	$27.7M	+$25.4M	2	0.4%	Increased
443	LG LaFleur & Godfrey Grand Rapids, Michigan	$27.6M	-$3.54M	2	3.45%	Reduced
444	Lazard Asset Management New York	$27.4M	-$11.3M	5	0.04%	Reduced
445	Braun Stacey Associates New York	$27.1M	+$1.25M	1	0.98%	Increased
446	NCM Novare Capital Management Charlotte, North Carolina	$27M	-$196K	2	2.2%	Reduced
447	Squarepoint New York	$27M	-$92M	7	0.03%	Reduced
448	WesBanco Bank Wheeling, West Virginia	$26.8M	+$102K	3	0.8%	Increased
449	Anchor Capital Advisors Boston, Massachusetts	$26.5M	-$650K	1	0.78%	Reduced
450	Bartlett & Co Wealth Management Cincinnati, Ohio	$26.4M	-$24.8K	6	0.37%	Reduced