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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	MIM Marco Investment Management Atlanta, Georgia	$14.1M	+$78.7K	3	1.33%	Increased
552	Capital Fund Management (CFM) Paris, France	$14M	-$1.01M	3	0.04%	Reduced
553	SAI Systematic Alpha Investments Princeton, New Jersey	$13.9M	$0	2	0.56%	Maintained
554	Engineers Gate Manager New York	$13.9M	+$213K	3	0.36%	Increased
555	SM Soapstone Management Bethesda, Maryland	$13.8M	-$3.76M	1	7.71%	Reduced
556	BOK Financial Tulsa, Oklahoma	$13.8M	-$3.5M	4	0.25%	Reduced
557	TD Waterhouse Canada Toronto, Ontario, Canada	$13.7M	+$11.4M	5	0.1%	Increased
558	Dakota Wealth Management Palm Beach Gardens, Florida	$13.5M	+$2.49M	3	0.34%	Increased
559	AP Atwood & Palmer Kansas City, Missouri	$13.5M	+$571K	4	1.02%	Increased
560	PAM Peak Asset Management Louisville, Colorado	$13.3M	+$139K	1	2.63%	Increased
561	HighPoint Advisor Group Downers Grove, Illinois	$13.3M	+$626K	3	0.94%	Increased
562	DP DDD Partners Bellevue, Washington	$13.2M	+$209K	1	1.62%	Increased
563	Great Valley Advisor Group Wilmington, Delaware	$13.2M	+$1.86M	3	0.4%	Increased
564	Tudor Investment Corp Stamford, Connecticut	$13.2M	-$33.5M	3	0.08%	Reduced
565	AWCI Alpine Woods Capital Investors Purchase, New York	$13.2M	-$3.81M	2	2.62%	Reduced
566	Aquatic Capital Management Chicago, Illinois	$13.1M	+$12.8M	5	0.43%	New
567	LI LMCG Investments Boston, Massachusetts	$13.1M	-$197K	3	0.77%	Reduced
568	PWP Principle Wealth Partners Madison, Connecticut	$13.1M	-$196K	2	1.02%	Reduced
569	FTIS First Trust Investment Solutions Naples, Florida	$13.1M	-$328K	3	2.3%	Reduced
570	Stonegate Investment Group Birmingham, Alabama	$13M	-$2.35M	3	0.41%	Reduced
571	CCP Clifford Capital Partners Alpine, Utah	$13M	+$339K	1	3.3%	Increased
572	ATC Argent Trust Co Nashville, Tennessee	$13M	+$843K	3	0.58%	Increased
573	AGA Altrinsic Global Advisors Stamford, Connecticut	$13M	-$738K	1	0.58%	Reduced
574	SouthState Corp Winter Haven, Florida	$13M	+$597K	4	1.01%	Increased
575	DAM Delta Asset Management Memphis, Tennessee	$12.9M	-$67.5K	3	1.15%	Reduced