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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
451	Salem Investment Counselors Winston Salem, North Carolina	$20.1M	+$324K	4	0.79%	Increased
452	Anchor Capital Advisors Boston, Massachusetts	$20M	-$1.28M	1	0.42%	Reduced
453	MC Moors & Cabot Boston, Massachusetts	$20M	+$1.69M	5	1.23%	Increased
454	HR Howe & Rusling Rochester, New York	$19.9M	+$240K	3	2.3%	Increased
455	CC Cypress Capital Franklin, Tennessee	$19.9M	-$419K	2	2.44%	Reduced
456	DIA Davidson Investment Advisors Great Falls, Montana	$19.7M	+$276K	1	1.43%	Increased
457	Smith Salley Wealth Management Greensboro, North Carolina	$19.7M	-$150K	1	1.48%	Reduced
458	CIS Connors Investor Services Wyomissing, Pennsylvania	$19.6M	+$241K	1	2.04%	Increased
459	SCA Stillwater Capital Advisors Devon, Pennsylvania	$19.5M	-$240K	1	3.13%	Reduced
460	First Merchants Corp Muncie, Indiana	$19.4M	-$331K	2	1.59%	Reduced
461	PDM Penn Davis McFarland Dallas, Texas	$19.1M	-$53K	1	3.07%	Reduced
462	Wealthfront Advisers Palo Alto, California	$19.1M	+$5.21M	3	0.08%	Increased
463	Stephens Inc Little Rock, Arkansas	$19.1M	-$3.8M	5	0.31%	Reduced
464	CK Cohen Klingenstein New York	$19M	-$113K	2	0.79%	Reduced
465	Busey Bank Urbana, Illinois	$19M	+$330K	3	0.76%	Increased
466	GIA GHP Investment Advisors Denver, Colorado	$18.9M	+$16.7M	5	1.25%	Increased
467	Grimes & Company Westborough, Massachusetts	$18.9M	+$843K	3	0.99%	Increased
468	HFS Haverford Financial Services Radnor, Pennsylvania	$18.9M	-$191K	1	4.66%	Reduced
469	Man Group London, United Kingdom	$18.8M	+$14.3M	6	0.07%	Increased
470	BCM BTR Capital Management Oakland, California	$18.7M	-$116K	1	2.31%	Reduced
471	Xponance Philadelphia, Pennsylvania	$18.7M	+$372K	5	0.31%	Increased
472	Gratus Capital Atlanta, Georgia	$18.7M	+$688K	2	1.79%	Increased
473	LCM Logan Capital Management Newtown Square, Pennsylvania	$18.6M	+$69.8K	3	0.9%	Increased
474	QM QVIDTVM Management The Woodlands, Texas	$18.4M	+$910K	1	9.92%	Increased
475	TC TwinBeech Capital Purchase, New York	$18.4M	+$6.15M	1	0.81%	Increased