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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
501	Smith Salley Wealth Management Greensboro, North Carolina	$13.4M	+$447K	2	2.03%	Increased
502	NIMI Natixis Investment Managers International Paris, France	$13.4M	+$589K	1	5.22%	Increased
503	Hardman Johnston Global Advisors Stamford, Connecticut	$13.3M	-$5.71M	1	0.59%	Reduced
504	MAA Matrix Asset Advisors White Plains, New York	$13.3M	-$4.32M	1	2.36%	Reduced
505	PineBridge Investments New York	$13.2M	+$12.5M	3	0.21%	Increased
506	WAM World Asset Management Detroit, Michigan	$13.2M	-$1.04K	3	0.65%	Reduced
507	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$13.1M	+$52.5K	6	0.22%	Increased
508	RFA Reilly Financial Advisors La Mesa, California	$13.1M	+$1.42M	3	1.64%	Increased
509	Central Trust Company Jefferson City, Missouri	$13M	-$351K	5	0.74%	Reduced
510	TIA Tandem Investment Advisors Charleston, South Carolina	$12.9M	+$2.19M	1	2.45%	Increased
511	MC Middleton & Co Boston, Massachusetts	$12.9M	-$539K	2	2%	Reduced
512	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$12.9M	-$80.4K	3	1.33%	Reduced
513	First National Bank of Omaha Omaha, Nebraska	$12.9M	+$76.4K	1	0.84%	Increased
514	Rockefeller Capital Management New York	$12.8M	-$1.96M	5	0.18%	Reduced
515	FFA First Foundation Advisors Irvine, California	$12.8M	-$7.02M	1	0.72%	Reduced
516	RCM Riverhead Capital Management Wilmington, Delaware	$12.8M	-$1.22M	7	0.47%	Reduced
517	CA Cullinan Associates Louisville, Kentucky	$12.8M	-$132K	2	0.93%	Reduced
518	ALAM Asahi Life Asset Management Tokyo, Japan	$12.8M	-$4.55M	1	2.55%	Reduced
519	HRT Financial New York	$12.7M	+$12.2M	4	0.8%	Increased
520	MLL Moody Lynn & Lieberson Boston, Massachusetts	$12.6M	-$5.98M	3	1.39%	Reduced
521	Veritable Wilmington, Delaware	$12.6M	-$44.3K	3	0.25%	Reduced
522	TAM Tyers Asset Management Austin, Texas	$12.6M	-$12.1M	7	0.42%	Reduced
523	Bridgeway Capital Management Houston, Texas	$12.5M	-$2.31M	2	0.16%	Reduced
524	Chilton Capital Management Houston, Texas	$12.5M	+$705K	2	1.08%	Increased
525	NP NS Partners London, United Kingdom	$12.5M	-$1.31M	1	1.15%	Reduced