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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	ELC Edgar Lomax Company Kingstowne, Virginia	$17.6M	-$4.43M	1	1.13%	Reduced
477	CAM ClariVest Asset Management San Diego, California	$17.5M	-$591K	1	0.78%	Reduced
478	VCM Valiant Capital Management San Francisco, California	$17.4M	+$18.1M	1	1.38%	New
479	Independent Advisor Alliance Charlotte, North Carolina	$17.4M	+$2.78M	4	0.84%	Increased
480	HB Wealth Management Atlanta, Georgia	$17.3M	-$285K	4	0.3%	Reduced
481	Stonegate Investment Group Birmingham, Alabama	$17.2M	+$379K	3	0.65%	Increased
482	SM Soapstone Management Bethesda, Maryland	$17.2M	-$859K	1	7.69%	Reduced
483	TNB Thomasville National Bank Thomasville, Georgia	$17.2M	-$150K	1	1.77%	Reduced
484	Fred Alger Management New York	$17.2M	+$95.3K	2	0.09%	Increased
485	Venture Visionary Partners Sylvania, Ohio	$17.1M	+$919K	2	1.09%	Increased
486	JWM JGP Wealth Management Bend, Oregon	$17.1M	+$394K	3	3%	Increased
487	Williams Jones Wealth Management New York	$17.1M	+$221K	3	0.27%	Increased
488	TCM Telos Capital Management San Diego, California	$17M	+$60.9K	3	2.37%	Increased
489	CA Cornerstone Advisors Asheville, North Carolina	$16.8M	$0	1	0.78%	Maintained
490	JAFL Jay A. Fishman Ltd Troy, Michigan	$16.8M	-$8.96K	1	2.15%	Reduced
491	Vanguard Personalized Indexing Management Oakland, California	$16.8M	+$1.85M	6	0.58%	Increased
492	Stephens Inc Little Rock, Arkansas	$16.7M	-$4.22M	5	0.32%	Reduced
493	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$16.7M	+$288K	2	2.49%	Increased
494	SFM Systematic Financial Management Teaneck, New Jersey	$16.6M	-$1.56M	3	0.54%	Reduced
495	HI Hendershot Investments Centreville, Virginia	$16.5M	+$204K	2	2.77%	Increased
496	NewEdge Advisors New Orleans, Louisiana	$16.5M	-$484K	6	0.21%	Reduced
497	First Horizon Advisors Memphis, Tennessee	$16.4M	-$2.02M	5	0.58%	Reduced
498	Moore Capital Management New York	$16.3M	+$12.2M	2	0.34%	Increased
499	DIA Davidson Investment Advisors Great Falls, Montana	$16.3M	+$1.63M	1	1.07%	Increased
500	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$16.3M	-$265K	4	0.57%	Reduced