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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	MAA Matrix Asset Advisors White Plains, New York	$22.1M	-$212K	2	2.46%	Reduced
452	JWM JGP Wealth Management Bend, Oregon	$22.1M	-$10.4K	3	2.84%	Reduced
453	Guggenheim Capital Chicago, Illinois	$22.1M	-$815K	6	0.15%	Reduced
454	Gotham Asset Management New York	$22M	-$7.44M	5	0.23%	Reduced
455	Carson Wealth (CWM LLC) Omaha, Nebraska	$22M	+$880K	8	0.09%	Increased
456	SCA Stillwater Capital Advisors Devon, Pennsylvania	$21.8M	-$240K	1	2.82%	Reduced
457	LBP AM Paris, France	$21.8M	+$7.57M	2	0.33%	Increased
458	FDCP Foster Dykema Cabot & Partners Waltham, Massachusetts	$21.8M	+$24.8K	2	1.83%	Increased
459	CK Cohen Klingenstein New York	$21.7M	$0	2	0.76%	Maintained
460	CCP Clough Capital Partners Boston, Massachusetts	$21.6M	-$1.17M	2	2.21%	Reduced
461	Wealthfront Advisers Palo Alto, California	$21.6M	+$2.67M	3	0.07%	Increased
462	Panagora Asset Management Boston, Massachusetts	$21.5M	+$4.27M	5	0.1%	Increased
463	MAM Mark Asset Management New York	$21.1M	+$7.38M	1	1.94%	Increased
464	London & Capital Asset Management London, United Kingdom	$21M	-$17.2M	1	1.67%	Reduced
465	PR Payden & Rygel Los Angeles, California	$21M	$0	1	1.62%	Maintained
466	KCM Kanawha Capital Management Richmond, Virginia	$21M	+$130K	3	1.52%	Increased
467	CCS Concentric Capital Strategies Stamford, Connecticut	$20.9M	+$5.32M	2	0.86%	Increased
468	Stephens Inc Little Rock, Arkansas	$20.7M	-$192K	4	0.29%	Reduced
469	HCM Huber Capital Management El Segundo, California	$20.6M	+$9.39M	2	4.14%	Increased
470	TCM Traynor Capital Management Malvern, Pennsylvania	$20.6M	+$2.24M	3	1.23%	Increased
471	PP Patten & Patten Chattanooga, Tennessee	$20.5M	-$73.8K	2	1.36%	Reduced
472	CFIA Cantor Fitzgerald Investment Advisors New York	$20.5M	-$8.55K	1	1.4%	Reduced
473	SFM Systematic Financial Management Teaneck, New Jersey	$20.5M	+$1.45M	3	0.52%	Increased
474	Savant Capital Rockford, Illinois	$20.5M	+$3.17M	4	0.17%	Increased
475	Empowered Funds Havertown, Pennsylvania	$20.3M	-$8.68M	5	0.32%	Reduced