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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	Salem Investment Counselors Winston Salem, North Carolina	$16.8M	+$320K	3	0.92%	Increased
477	DIA Davidson Investment Advisors Great Falls, Montana	$16.7M	+$600K	1	1.3%	Increased
478	CIS Connors Investor Services Wyomissing, Pennsylvania	$16.7M	+$166K	1	1.76%	Increased
479	Scotia Capital Toronto, Ontario, Canada	$16.6M	-$311K	3	0.12%	Reduced
480	Ingalls & Snyder LLC New York	$16.6M	+$194K	2	0.76%	Increased
481	PDM Penn Davis McFarland Dallas, Texas	$16.5M	-$259K	1	3.02%	Reduced
482	LCM Logan Capital Management Newtown Square, Pennsylvania	$16.5M	-$518K	3	0.77%	Reduced
483	JA JLB & Associates Plymouth, Michigan	$16.5M	-$985K	2	2.62%	Reduced
484	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$16.5M	-$6.14M	3	0.09%	Reduced
485	CC Cannell & Co New York	$16.4M	-$120K	2	0.5%	Reduced
486	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$16.4M	+$1.23M	4	0.17%	Increased
487	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$16.3M	-$186K	4	0.52%	Reduced
488	Steward Partners Investment Advisory New York	$16.2M	+$737K	8	0.28%	Increased
489	ECG Edge Capital Group Atlanta, Georgia	$16.1M	-$289K	2	1.28%	Reduced
490	HR Howe & Rusling Rochester, New York	$16M	+$110K	3	2%	Increased
491	MIM Marco Investment Management Atlanta, Georgia	$16M	-$4.92K	3	1.76%	Reduced
492	Lockheed Martin Investment Management Bethesda, Maryland	$15.9M	+$16.4M	1	0.86%	New
493	KAS Kemnay Advisory Services New York	$15.9M	$0	1	2.08%	Maintained
494	OCM Olstein Capital Management Purchase, New York	$15.8M	+$601K	2	1.94%	Increased
495	TC TownSquare Capital Provo, Utah	$15.8M	+$2.09M	1	0.45%	Increased
496	Fred Alger Management New York	$15.8M	-$42.5M	3	0.04%	Reduced
497	BCM BTR Capital Management Oakland, California	$15.7M	-$12K	1	1.95%	Reduced
498	Atria Investments Charlotte, North Carolina	$15.7M	+$615K	3	0.28%	Increased
499	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$15.6M	-$318K	2	3.91%	Reduced
500	U.S. Capital Wealth Advisors Austin, Texas	$15.4M	+$15.4M	4	0.67%	New