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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	Badgley Phelps Wealth Managers Seattle, Washington	$16.3M	-$9.67M	2	0.54%	Reduced
502	DIA Davidson Investment Advisors Great Falls, Montana	$16.3M	-$21K	1	1.03%	Reduced
503	SG Americas Securities New York	$16.2M	+$6.49M	6	0.12%	Increased
504	LHC Lodge Hill Capital New York	$16.2M	+$5.58M	1	4.71%	Increased
505	GAI General American Investors New York	$16.2M	$0	1	1.41%	Maintained
506	Stephens Inc Little Rock, Arkansas	$16.1M	-$542K	4	0.29%	Reduced
507	PAM Palisade Asset Management Minneapolis, Minnesota	$16.1M	+$696K	2	1.87%	Increased
508	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$16.1M	-$322K	4	0.53%	Reduced
509	Wealthfront Advisers Palo Alto, California	$16.1M	-$2.67M	3	0.07%	Reduced
510	Seizert Capital Partners Birmingham, Michigan	$16M	+$269K	1	0.86%	Increased
511	JHP James Hambro & Partners London, United Kingdom	$16M	+$970K	1	1.05%	Increased
512	Prospera Financial Services Dallas, Texas	$16M	+$2.02M	4	0.61%	Increased
513	PP Patten & Patten Chattanooga, Tennessee	$16M	+$449K	3	1.32%	Increased
514	Synovus Financial Columbus, Georgia	$15.8M	+$11.8M	3	0.17%	Increased
515	NP NS Partners London, United Kingdom	$15.8M	-$140K	1	0.83%	Reduced
516	TSAM Trinity Street Asset Management London, United Kingdom	$15.8M	-$33.1K	1	1.75%	Reduced
517	MIS Morningstar Investment Services Chicago, Illinois	$15.7M	-$270K	1	0.2%	Reduced
518	AC Albar Capital London, United Kingdom	$15.7M	+$7.99M	1	3.51%	Increased
519	HFS Haverford Financial Services Radnor, Pennsylvania	$15.6M	-$131K	1	4.66%	Reduced
520	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$15.5M	+$254K	2	1.83%	Increased
521	APSI Asset Planning Services Inc Covington, Louisiana	$15.4M	+$82.8K	3	9.48%	Increased
522	Dana Investment Advisors Waukesha, Wisconsin	$15.4M	-$397K	2	0.76%	Reduced
523	ACM Argent Capital Management St Louis, Missouri	$15.4M	-$517K	2	0.5%	Reduced
524	WhitTier Trust Company Reno, Nevada	$15.4M	-$148K	5	0.52%	Reduced
525	KCM Kanawha Capital Management Richmond, Virginia	$15.3M	+$13K	3	1.41%	Increased