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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	SST S Squared Technology New York	$9.1M	+$1.6M	1	7.15%	Increased
577	Evercore Wealth Management New York	$9.05M	-$2.58M	2	0.24%	Reduced
578	Cerity Partners New York	$9.04M	+$3.12M	3	0.5%	Increased
579	SAMH Shanda Asset Management Holdings Tortola,, British Virgin Islands	$9.02M	+$9.59M	3	0.81%	New
580	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$8.93M	-$3.41M	1	1.24%	Reduced
581	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$8.9M	+$4.32M	1	1.35%	Increased
582	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$8.85M	+$886K	2	2.11%	Increased
583	ACP Ashfield Capital Partners San Francisco, California	$8.83M	+$1.59M	2	0.87%	Increased
584	First National Trust Hermitage, Pennsylvania	$8.82M	+$2.27M	2	0.75%	Increased
585	Winton Group London, United Kingdom	$8.81M	-$4.52M	3	0.23%	Reduced
586	Exencial Wealth Advisors Oklahoma City, Oklahoma	$8.81M	+$8.1M	2	0.76%	Increased
587	VIP Vantage Investment Partners Kansas City, Missouri	$8.8M	+$2.89M	1	0.66%	Increased
588	KCM Kanawha Capital Management Richmond, Virginia	$8.8M	-$4.57M	2	1.09%	Reduced
589	DA Duality Advisers Miami, Florida	$8.77M	+$9.59M	2	0.8%	New
590	Atlantic Union Bankshares Glen Allen, Virginia	$8.74M	+$3.78M	3	1.09%	Increased
591	CAC Core Alternative Capital Peachtree Corners, Georgia	$8.7M	-$635K	2	2.72%	Reduced
592	Hosking Partners London, United Kingdom	$8.7M	+$8.81M	1	0.27%	New
593	PTC Private Trust Company Cleveland, Ohio	$8.62M	-$277K	3	1.81%	Reduced
594	RIM Redpoint Investment Management Sydney, NSW, Australia	$8.62M	+$537K	3	0.48%	Increased
595	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$8.61M	+$9.28M	3	0.41%	New
596	SLG Stanley-Laman Group Berwyn, Pennsylvania	$8.61M	-$81.6K	3	2.07%	Reduced
597	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$8.59M	+$2.75M	2	3.9%	Increased
598	WIC Willis Investment Counsel Gainesville, Georgia	$8.56M	+$8.67M	1	0.66%	New
599	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$8.54M	+$4.4M	2	0.89%	Increased
600	Cetera Advisor Networks El Segundo, California	$8.54M	+$919K	9	0.23%	Increased