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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
476	AT Arden Trust Wilmington, Delaware	$9.48M	+$3.02M	4	0.78%	Increased
477	PAM Private Asset Management San Diego, California	$9.41M	+$91.9K	2	1.76%	Increased
478	SG Americas Securities New York	$9.35M	+$22.4M	4	0.06%	Increased
479	BFA Beaumont Financial Advisors Needham, Massachusetts	$9.34M	$0	1	1.35%	Maintained
480	RAM RK Asset Management Grosse Pointe Farms, Michigan	$9.32M	-$53.2K	1	8.13%	Reduced
481	OA OFI Advisors Philadelphia, Pennsylvania	$9.29M	+$564K	7	0.6%	Increased
482	AWCI Alpine Woods Capital Investors Purchase, New York	$9.28M	-$1.55M	4	0.51%	Reduced
483	Truist Financial Charlotte, North Carolina	$9.28M	+$592K	4	0.24%	Increased
484	ECM Estabrook Capital Management New York	$9.25M	-$313K	3	1.34%	Reduced
485	SCM Sandler Capital Management New York	$9.24M	-$9.69M	1	1.07%	Reduced
486	CCMIC Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$9.22M	+$627K	1	1.13%	Increased
487	SL Summitry LLC Foster City, California	$9.19M	+$462K	1	1.06%	Increased
488	EPM Equitec Proprietary Markets Chicago, Illinois	$9.18M	+$10.1M	2	0.42%	New
489	Fuller & Thaler Asset Management San Mateo, California	$9.17M	+$540K	4	0.24%	Increased
490	BAC Boys Arnold & Co Asheville, North Carolina	$9.16M	+$10.5K	1	1.91%	Increased
491	VCM Vision Capital Management Portland, Oregon	$9.13M	-$1.09M	1	2.04%	Reduced
492	First Allied Advisory Services San Diego, California	$9.13M	-$791K	4	0.5%	Reduced
493	MC Middleton & Co Boston, Massachusetts	$9.13M	-$196K	2	2.17%	Reduced
494	RW Rand Wealth Baltimore, Maryland	$9.1M	+$1.4M	1	1.33%	Increased
495	AGM Alpine Global Management New York	$9.08M	+$9.33M	1	2.68%	Increased
496	William Blair & Company Chicago, Illinois	$9.02M	-$25.6K	3	0.08%	Reduced
497	FM Foster & Motley Cincinnati, Ohio	$8.99M	+$220K	2	2.05%	Increased
498	ARTA A.R.T. Advisors New York	$8.98M	+$8.83M	4	0.33%	Increased
499	CONA Capital One National Association New York	$8.94M	-$1.59M	5	0.86%	Reduced
500	Manning & Napier Advisors Fairport, New York	$8.93M	-$228K	1	0.05%	Reduced