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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	Washington Trust Westerly, Rhode Island	$15M	-$208K	3	0.66%	Reduced
452	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$14.9M	+$15.3K	2	1.81%	Increased
453	Simplex Trading Chicago, Illinois	$14.8M	+$10.9M	5	0.01%	Increased
454	SSB Sandy Spring Bank Olney, Maryland	$14.8M	+$174K	4	0.82%	Increased
455	PDM Penn Davis McFarland Dallas, Texas	$14.7M	+$467K	1	2.58%	Increased
456	FBA Front Barnett Associates Chicago, Illinois	$14.7M	-$329K	2	1.76%	Reduced
457	Atria Investments Charlotte, North Carolina	$14.7M	-$1.7M	3	0.26%	Reduced
458	WesBanco Bank Wheeling, West Virginia	$14.6M	-$274K	3	0.64%	Reduced
459	PWAG Polaris Wealth Advisory Group San Rafael, California	$14.6M	+$10.4M	2	1.11%	Increased
460	SCM SKBA Capital Management San Francisco, California	$14.6M	+$1.11M	1	2.7%	Increased
461	Avantax Advisory Services Dallas, Texas	$14.6M	+$1.83M	4	0.16%	Increased
462	Anchor Capital Advisors Boston, Massachusetts	$14.6M	+$4.83M	1	0.41%	Increased
463	QIM Quantitative Investment Management Charlottesville, Virginia	$14.6M	+$17.3M	1	2.24%	New
464	Aptus Capital Advisors Fairhope, Alabama	$14.5M	+$12.8M	3	0.4%	Increased
465	LBP AM Paris, France	$14.5M	+$1.74M	2	0.32%	Increased
466	Panagora Asset Management Boston, Massachusetts	$14.5M	-$14.3M	5	0.09%	Reduced
467	Busey Bank Urbana, Illinois	$14.3M	+$424K	3	0.61%	Increased
468	Capital International Sarl Los Angeles, California	$14.2M	+$894K	3	0.65%	Increased
469	Envestnet Portfolio Solutions Chicago, Illinois	$14.2M	+$15.4M	3	0.07%	New
470	LG LaFleur & Godfrey Grand Rapids, Michigan	$14.1M	-$156K	2	2.26%	Reduced
471	ACM Alta Capital Management Salt Lake City, Utah	$14.1M	+$186K	1	1.02%	Increased
472	LBC Lowe Brockenbrough & Co Richmond, Virginia	$14.1M	+$7.88M	4	1.09%	Increased
473	NewEdge Advisors New Orleans, Louisiana	$14.1M	+$908K	6	0.15%	Increased
474	CF Clarity Financial Houston, Texas	$14M	+$9.11M	1	2.35%	Increased
475	Royce & Associates New York	$14M	+$678K	3	0.14%	Increased