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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	GWM GDS Wealth Management Flower Mound, Texas	$16.7M	+$865K	2	1.83%	Increased
502	Prospera Financial Services Dallas, Texas	$16.6M	+$885K	4	0.46%	Increased
503	Sanibel Captiva Trust Company Sanibel, Florida	$16.6M	+$209K	3	0.57%	Increased
504	RCM Rings Capital Management Chicago, Illinois	$16.6M	$0	1	8.66%	Maintained
505	CIS Connors Investor Services Wyomissing, Pennsylvania	$16.3M	-$953K	1	1.7%	Reduced
506	APSI Asset Planning Services Inc Covington, Louisiana	$16.3M	+$48.7K	3	8.61%	Increased
507	CCP Clifford Capital Partners Alpine, Utah	$16.2M	+$2.95M	1	3.53%	Increased
508	Gulf International Bank (UK) London, United Kingdom	$16.2M	-$1.91M	3	0.41%	Reduced
509	SAM Scopus Asset Management New York	$16.2M	-$17.3M	2	0.33%	Reduced
510	Nomura Holdings Tokyo, Japan	$16.1M	+$12.7M	3	0.03%	Increased
511	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$16M	-$669K	5	0.31%	Reduced
512	IGGA Iron Gate Global Advisors Nsl, Utah	$15.9M	+$327K	1	2.62%	Increased
513	TCM Traynor Capital Management Malvern, Pennsylvania	$15.8M	+$331K	2	1.19%	Increased
514	Wealthfront Advisers Palo Alto, California	$15.8M	+$1.06M	3	0.05%	Increased
515	Kornitzer Capital Management Shawnee Mission, Kansas	$15.7M	-$7.17K	4	0.3%	Reduced
516	Chartwell Investment Partners Berywn, Pennsylvania	$15.7M	+$1.35M	2	0.55%	Increased
517	TCOV Trust Company of Vermont Brattleboro, Vermont	$15.7M	-$570K	3	0.85%	Reduced
518	Capital Investment Advisors Atlanta, Georgia	$15.6M	-$91.1K	3	0.35%	Reduced
519	FVCM F&V Capital Management Boca Raton, Florida	$15.6M	+$881K	1	4.55%	Increased
520	Public Employees Retirement Association of Colorado Denver, Colorado	$15.6M	-$524K	5	0.07%	Reduced
521	Twin Tree Management Dallas, Texas	$15.5M	+$15.7M	2	0.04%	Increased
522	First Horizon Advisors Memphis, Tennessee	$15.4M	-$270K	6	0.47%	Reduced
523	LDB Lee, Danner & Bass Nashville, Tennessee	$15.4M	+$15.8M	3	1.19%	New
524	BBI Baxter Bros Inc Riverside, Connecticut	$15.4M	+$187K	2	2.01%	Increased
525	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$15.4M	-$743K	2	0.91%	Reduced