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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	SAM Shell Asset Management The Hague, Netherlands	$17M	-$2.35M	6	0.33%	Reduced
477	LCM Logan Capital Management Newtown Square, Pennsylvania	$16.9M	-$97.9K	3	0.79%	Reduced
478	CA CapWealth Advisors Franklin, Tennessee	$16.9M	+$117K	1	1.83%	Increased
479	Scotia Capital Toronto, Ontario, Canada	$16.9M	+$550K	3	0.12%	Increased
480	Capstone Investment Advisors New York	$16.7M	-$2.27M	2	0.04%	Reduced
481	PDM Penn Davis McFarland Dallas, Texas	$16.7M	-$4.8K	1	2.92%	Reduced
482	OCM Osterweis Capital Management San Francisco, California	$16.7M	-$627K	2	0.86%	Reduced
483	Hantz Financial Services Southfield, Michigan	$16.6M	+$993K	3	0.61%	Increased
484	Prospera Financial Services Dallas, Texas	$16.5M	+$6.32M	4	0.83%	Increased
485	Thornburg Investment Management Santa Fe, New Mexico	$16.5M	-$12.1M	1	0.19%	Reduced
486	CC Cannell & Co New York	$16.4M	-$188K	2	0.49%	Reduced
487	Salem Investment Counselors Winston Salem, North Carolina	$16.4M	-$108K	3	0.9%	Reduced
488	CIS Connors Investor Services Wyomissing, Pennsylvania	$16.4M	-$385K	1	1.7%	Reduced
489	Ingalls & Snyder LLC New York	$16.3M	-$2.4K	2	0.72%	Reduced
490	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$16.1M	+$1.15M	4	0.52%	Increased
491	Squarepoint New York	$16.1M	-$3.9M	4	0.06%	Reduced
492	ECG Edge Capital Group Atlanta, Georgia	$16.1M	-$118K	2	1.28%	Reduced
493	DIA Davidson Investment Advisors Great Falls, Montana	$16M	-$354K	1	1.28%	Reduced
494	MIM Marco Investment Management Atlanta, Georgia	$15.9M	+$248K	3	1.84%	Increased
495	CIBC World Markets New York	$15.8M	-$6.95M	3	0.11%	Reduced
496	LMR Partners London, United Kingdom	$15.8M	+$6.2M	1	0.24%	Increased
497	KAS Kemnay Advisory Services New York	$15.7M	$0	1	1.86%	Maintained
498	HR Howe & Rusling Rochester, New York	$15.7M	+$3.94M	3	1.98%	Increased
499	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$15.7M	-$4.01M	2	3.74%	Reduced
500	BCM BTR Capital Management Oakland, California	$15.6M	-$7.57K	1	1.95%	Reduced