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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	FFM FengHe Fund Management Singapore	$35.2M	-$94.2M	1	4.86%	Reduced
477	Concurrent Investment Advisors Tampa, Florida	$35.1M	-$3.03M	4	0.38%	Reduced
478	RCYC Richard C. Young & Co Newport, Rhode Island	$35M	+$272K	3	2.9%	Increased
479	AMPWP Alvarez & Marsal Private Wealth Partners West Palm Beach, Florida	$34.9M	+$1.19M	3	4.9%	Increased
480	Douglas Lane & Associates New York	$34.1M	-$1.02M	2	0.49%	Reduced
481	Ancora Advisors Cleveland, Ohio	$34.1M	-$17.9M	7	0.72%	Reduced
482	UMB Bank Kansas City, Missouri	$34M	-$451K	9	0.47%	Reduced
483	MLL Moody Lynn & Lieberson Boston, Massachusetts	$33.9M	+$2.5M	3	1.9%	Increased
484	Waverly Advisors Birmingham, Alabama	$33.8M	+$1.45M	4	0.25%	Increased
485	KCM Kanawha Capital Management Richmond, Virginia	$33.7M	+$29.2K	3	2.37%	Increased
486	GGI Godsey & Gibb Inc Richmond, Virginia	$33.7M	-$2.43M	2	2.93%	Reduced
487	SCA Stillwater Capital Advisors Devon, Pennsylvania	$33.4M	-$697K	1	3.81%	Reduced
488	NCM Novare Capital Management Charlotte, North Carolina	$33.3M	-$1.8M	2	2.64%	Reduced
489	WesBanco Bank Wheeling, West Virginia	$33.3M	+$194K	3	0.92%	Increased
490	Meyer Handelman Company Rye Brook, New York	$33.2M	-$617K	1	1.03%	Reduced
491	SW SlateStone Wealth Jupiter, Florida	$33M	-$1.38M	4	2.72%	Reduced
492	Cary Street Partners Richmond, Virginia	$32.9M	-$510K	4	0.82%	Reduced
493	OFI Invest Asset Management Paris, France	$32.8M	+$38.9M	1	0.43%	New
494	Jain Global New York	$32.6M	-$11.6M	3	0.13%	Reduced
495	TCM Traynor Capital Management Malvern, Pennsylvania	$32.6M	+$1.34M	3	1.92%	Increased
496	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$32.6M	+$6.35M	4	1.3%	Increased
497	Union Bancaire Privee Geneva 1, Switzerland	$32.4M	-$4.34M	1	0.45%	Reduced
498	Lockheed Martin Investment Management Bethesda, Maryland	$32.4M	+$4.24M	2	1.19%	Increased
499	Brookstone Capital Management Wheaton, Illinois	$32.1M	+$538K	4	0.37%	Increased
500	Gulf International Bank (UK) London, United Kingdom	$32.1M	+$11.6M	3	0.72%	Increased