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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	Envestnet Portfolio Solutions Chicago, Illinois	$23.9M	+$583K	5	0.08%	Increased
552	WC Whitney & Co Rochester, New York	$23.9M	+$917K	3	1.9%	Increased
553	CC Cadinha & Co Honolulu, Hawaii	$23.8M	-$28.7K	2	3.68%	Reduced
554	LCM LVM Capital Management Portage, Michigan	$23.7M	+$147K	2	2.21%	Increased
555	Arkadios Wealth Advisors Atlanta, Georgia	$23.7M	+$3.66M	4	0.46%	Increased
556	APSI Asset Planning Services Inc Covington, Louisiana	$23.5M	-$1.59M	3	10.39%	Reduced
557	DZ Bank Frankfurt Am Main, Germany	$23.4M	-$5.75M	4	0.02%	Reduced
558	SLG Stanley-Laman Group Berwyn, Pennsylvania	$23.2M	+$6.92M	3	2.95%	Increased
559	Sit Investment Associates Minneapolis, Minnesota	$23.2M	+$1.32M	4	0.46%	Increased
560	AIA Group Hong Kong	$23.2M	+$369K	3	0.35%	Increased
561	Choreo LLC Rockford, Illinois	$23.2M	-$1.06M	7	0.3%	Reduced
562	Glenview Trust Louisville, Kentucky	$23.2M	-$254K	2	0.36%	Reduced
563	PWP Principle Wealth Partners Madison, Connecticut	$23.1M	-$498K	2	1.3%	Reduced
564	Dana Investment Advisors Waukesha, Wisconsin	$23M	-$756K	4	0.67%	Reduced
565	PCM Portolan Capital Management Boston, Massachusetts	$23M	-$25.6M	2	1.23%	Reduced
566	LTI Laffer Tengler Investments Nashville, Tennessee	$22.8M	+$1.57M	2	3.46%	Increased
567	MVP Medina Value Partners Los Angeles, California	$22.7M	+$352K	1	5.29%	Increased
568	Shelton Capital Management Denver, Colorado	$22.4M	-$5.21M	4	0.44%	Reduced
569	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$22.4M	-$48.9M	3	0.07%	Reduced
570	AHC Adell Harriman & Carpenter Houston, Texas	$22.4M	+$1.8M	2	1.34%	Increased
571	Weiss Asset Management Boston, Massachusetts	$22.4M	+$10.7M	2	0.3%	Increased
572	JWCA J.W. Cole Advisors Tampa, Florida	$22.2M	-$5.04M	4	0.54%	Reduced
573	Benjamin Edwards Inc Clayton, Missouri	$22.1M	+$392K	4	0.24%	Increased
574	Farmers & Merchants Investments Inc Lincoln, Nebraska	$22M	-$126K	8	0.61%	Reduced
575	BBI Baxter Bros Inc Riverside, Connecticut	$21.9M	-$1.11M	3	2.53%	Reduced