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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	Wedge Capital Management Charlotte, North Carolina	$11M	-$4.21M	2	0.22%	Reduced
552	Alyeska Investment Group Chicago, Illinois	$10.9M	-$9.33M	2	0.07%	Reduced
553	VAS Valicenti Advisory Services Elmira, New York	$10.9M	+$423K	2	3.72%	Increased
554	Wolverine Trading Chicago, Illinois	$10.9M	+$5.06M	5	0.01%	Increased
555	SCA Stokes Capital Advisors Greenwood, South Carolina	$10.9M	-$483K	3	3.79%	Reduced
556	WCM Windward Capital Management Los Angeles, California	$10.9M	-$230K	1	1.06%	Reduced
557	HCM Huber Capital Management El Segundo, California	$10.8M	+$4.22M	2	2.53%	Increased
558	FAB First American Bank Dundee, Illinois	$10.8M	-$114K	2	0.97%	Reduced
559	CC Cannell & Co New York	$10.7M	-$2.17M	3	0.37%	Reduced
560	AGA Altrinsic Global Advisors Stamford, Connecticut	$10.7M	-$659K	1	0.41%	Reduced
561	CTA Chesley Taft & Associates Chicago, Illinois	$10.7M	-$4.4M	3	0.69%	Reduced
562	Brandes Investment Partners La Jolla, California	$10.6M	+$3.86M	1	0.21%	Increased
563	Federated Hermes Pittsburgh, Pennsylvania	$10.6M	+$1.64M	6	0.03%	Increased
564	TTWM TCV Trust & Wealth Management Richmond, Virginia	$10.6M	-$191K	2	1.17%	Reduced
565	CWA Asset Management Group Naples, Florida	$10.6M	-$428K	2	0.78%	Reduced
566	AP Atwood & Palmer Kansas City, Missouri	$10.5M	+$103K	4	0.92%	Increased
567	SAI Systematic Alpha Investments Princeton, New Jersey	$10.4M	$0	2	0.52%	Maintained
568	Advisory Services Network Atlanta, Georgia	$10.4M	+$539K	4	0.28%	Increased
569	WC Woodstock Corp Boston, Massachusetts	$10.4M	+$54K	1	1.3%	Increased
570	FVCM F&V Capital Management Boca Raton, Florida	$10.4M	-$146K	1	3.56%	Reduced
571	Advisor Partners II Walnut Creek, California	$10.3M	-$874K	5	0.41%	Reduced
572	Jones Financial Companies Des Peres, Missouri	$10.3M	-$163K	3	0.02%	Reduced
573	MCM Mill Capital Management Concord, North Carolina	$10.3M	+$23K	1	1.01%	Increased
574	LHC Lodge Hill Capital New York	$10.2M	-$5.94M	1	3.36%	Reduced
575	CB Cadence Bank Tupelo, Mississippi	$10.2M	+$24.6K	1	0.9%	Increased