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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
576	RAM RK Asset Management Grosse Pointe Farms, Michigan	$7.88M	-$424K	1	7.08%	Reduced
577	FA FDx Advisors Chicago, Illinois	$7.86M	+$160K	4	0.33%	Increased
578	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$7.81M	+$21.1K	1	1.75%	Increased
579	Connors Investor Services Wyomissing, Pennsylvania	$7.8M	+$833K	1	1.36%	Increased
580	Stonehage Fleming Financial Services St. Helier, Jersey	$7.8M	-$698K	3	0.46%	Reduced
581	Dowling & Yahnke San Diego, California	$7.74M	+$133K	2	0.91%	Increased
582	Paradigm Capital Management Inc Albany, New York	$7.74M	-$1.56M	2	0.81%	Reduced
583	NN Investment Partners Holdings The Hague, Netherlands	$7.71M	-$185K	1	0.07%	Reduced
584	Graticule Asia Macro Advisors New York	$7.71M	-$14.1M	2	0.55%	Reduced
585	Calamos Wealth Management Naperville, Illinois	$7.71M	+$2.08M	2	1.32%	Increased
586	Cetera Advisor Networks El Segundo, California	$7.7M	+$1.64M	3	0.29%	Increased
587	VW Vantage Wealth Pasadena, California	$7.65M	+$158K	1	4.36%	Increased
588	Cullen/Frost Bankers San Antonio, Texas	$7.64M	-$146K	2	0.27%	Reduced
589	Gamble Jones Investment Counsel Pasadena, California	$7.62M	+$11.1K	2	0.83%	Increased
590	BPM Bowling Portfolio Management Cincinnati, Ohio	$7.58M	+$2.71M	2	1.06%	Increased
591	Xact Kapitalforvaltning Stockholm, Sweden	$7.55M	+$7.83M	1	0.27%	New
592	Acadian Asset Management Boston, Massachusetts	$7.51M	+$242K	4	0.04%	Increased
593	GLG LLC New York	$7.43M	-$742K	3	0.53%	Reduced
594	ARS Investment Partners New York	$7.38M	-$79.4K	2	1.62%	Reduced
595	Moors & Cabot Boston, Massachusetts	$7.35M	+$647K	4	1.23%	Increased
596	Bath Savings Trust Bath, Maine	$7.35M	+$96.3K	1	2.3%	Increased
597	Evercore Wealth Management New York	$7.34M	-$206K	4	0.3%	Reduced
598	Laurion Capital Management New York	$7.34M	-$7.49M	1	0.07%	Reduced
599	ACN Advisor Consultant Network Cleveland, Ohio	$7.33M	+$7.61M	1	1.04%	New
600	Country Club Trust Kansas City, Missouri	$7.33M	-$23.1K	1	1.04%	Reduced