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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	SFM Systematic Financial Management Teaneck, New Jersey	$17.8M	-$8.63M	4	0.58%	Reduced
477	PCA Private Capital Advisors Darien, Connecticut	$17.8M	$0	2	3.05%	Maintained
478	Williams Jones Wealth Management New York	$17.6M	+$1.76M	3	0.29%	Increased
479	Cetera Advisors Denver, Colorado	$17.6M	-$3.84M	4	0.32%	Reduced
480	JA JLB & Associates Plymouth, Michigan	$17.6M	-$60.5K	1	2.8%	Reduced
481	JWM JGP Wealth Management Bend, Oregon	$17.5M	+$738K	3	3.22%	Increased
482	HB Wealth Management Atlanta, Georgia	$17.5M	+$2.57M	4	0.32%	Increased
483	Martingale Asset Management Boston, Massachusetts	$17.4M	-$277K	4	0.34%	Reduced
484	CA Cornerstone Advisors Asheville, North Carolina	$17.3M	+$6.3M	1	0.86%	Increased
485	Prudential plc London, England, United Kingdom	$17.3M	+$5.34M	3	0.22%	Increased
486	JAFL Jay A. Fishman Ltd Troy, Michigan	$17.3M	+$125K	1	2.44%	Increased
487	CAM ClariVest Asset Management San Diego, California	$17.3M	-$450K	2	0.83%	Reduced
488	SM Soapstone Management Bethesda, Maryland	$17.2M	$0	1	7.26%	Maintained
489	DLCIG D.L. Carlson Investment Group Concord, New Hampshire	$17.2M	-$2.28M	2	3.68%	Reduced
490	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$17.1M	+$375K	4	0.65%	Increased
491	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$16.9M	+$196K	2	2.69%	Increased
492	CA Cullinan Associates Louisville, Kentucky	$16.9M	+$323K	2	0.94%	Increased
493	Venture Visionary Partners Sylvania, Ohio	$16.9M	+$746K	2	1.22%	Increased
494	ECG Edge Capital Group Atlanta, Georgia	$16.9M	+$1.6M	2	1.18%	Increased
495	HI Hendershot Investments Centreville, Virginia	$16.8M	+$267K	2	2.84%	Increased
496	MIS Morningstar Investment Services Chicago, Illinois	$16.8M	-$217K	1	0.23%	Reduced
497	APSI Asset Planning Services Inc Covington, Louisiana	$16.8M	+$55.2K	3	10.62%	Increased
498	JHP James Hambro & Partners London, United Kingdom	$16.8M	+$660K	1	1.28%	Increased
499	Artemis Investment Management Edinburgh, United Kingdom	$16.8M	-$16.8M	2	0.19%	Reduced
500	CWM Curi Wealth Management Raleigh, North Carolina	$16.7M	-$318K	2	2.35%	Reduced