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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
551	WC Woodstock Corp Boston, Massachusetts	$14.1M	+$57K	1	1.66%	Increased
552	TCM Traynor Capital Management Malvern, Pennsylvania	$14M	+$1.32M	3	1.72%	Increased
553	ACM Archon Capital Management Seattle, Washington	$14M	$0	1	2.91%	Maintained
554	Cubist Systematic Strategies Stamford, Connecticut	$14M	-$66.6M	6	0.09%	Reduced
555	Curi RMB Capital Chicago, Illinois	$14M	+$655K	3	0.46%	Increased
556	MIM Marco Investment Management Atlanta, Georgia	$14M	-$271K	3	1.51%	Reduced
557	SAI Systematic Alpha Investments Princeton, New Jersey	$13.9M	$0	2	0.67%	Maintained
558	CB Cadence Bank Tupelo, Mississippi	$13.9M	+$176K	1	1.21%	Increased
559	New Mexico Educational Retirement Board Santa Fe, New Mexico	$13.8M	+$729K	5	0.61%	Increased
560	AHB Abner Herrman & Brock Jersey City, New Jersey	$13.8M	+$78.7K	1	2.03%	Increased
561	AP Appleton Partners Boston, Massachusetts	$13.7M	-$61.4K	2	1.16%	Reduced
562	Picton Mahoney Asset Management Toronto, Ontario, Canada	$13.7M	-$8.33M	1	0.59%	Reduced
563	RBA Richard Bernstein Advisors New York	$13.5M	-$531K	3	0.29%	Reduced
564	Advisor Partners II Walnut Creek, California	$13.4M	+$1.89M	4	0.63%	Increased
565	LCM LVM Capital Management Portage, Michigan	$13.4M	+$545K	2	1.79%	Increased
566	AHC Adell Harriman & Carpenter Houston, Texas	$13.3M	-$173K	2	1.35%	Reduced
567	Quilter Plc London, United Kingdom	$13.3M	+$48K	1	0.05%	Increased
568	VanEck Associates New York	$13.3M	+$442K	5	0.03%	Increased
569	Intact Investment Management Montreal, Quebec, Canada	$13.2M	-$43.9K	3	0.54%	Reduced
570	CWA Asset Management Group Naples, Florida	$13.2M	+$58.5K	2	0.91%	Increased
571	FA FDx Advisors Chicago, Illinois	$13.2M	-$497K	3	0.72%	Reduced
572	RIA RPG Investment Advisory Pleasanton, California	$13.1M	+$1.88M	2	2.27%	Increased
573	PWP Principle Wealth Partners Madison, Connecticut	$13.1M	-$85.9K	2	1.31%	Reduced
574	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$13.1M	+$247K	2	1.08%	Increased
575	Bridgewater Associates Westport, Connecticut	$13M	+$5.94M	3	0.08%	Increased