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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	BFIM Beese Fulmer Investment Management Canton, Ohio	$12M	+$380K	2	1.25%	Increased
577	DekaBank Deutsche Girozentrale Frankfurt, Germany	$12M	-$117M	2	0.03%	Reduced
578	Rathbones Group Liverpool, United Kingdom	$11.9M	+$55.5K	2	0.12%	Increased
579	PWP Principle Wealth Partners Madison, Connecticut	$11.9M	+$52.8K	2	1.25%	Increased
580	Wealthfront Advisers Palo Alto, California	$11.8M	+$1.32M	3	0.05%	Increased
581	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$11.8M	+$1.97M	1	0.48%	Increased
582	CWM Curi Wealth Management Raleigh, North Carolina	$11.8M	+$10.9M	3	2.04%	Increased
583	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$11.8M	-$3.62M	2	2.75%	Reduced
584	KHLMVGHM Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel	$11.6M	-$10.9M	1	0.76%	Reduced
585	AC Albar Capital London, United Kingdom	$11.6M	-$12.1M	1	3.66%	Reduced
586	Citizens Financial Group Providence, Rhode Island	$11.5M	-$68.8K	3	0.39%	Reduced
587	FVCM F&V Capital Management Boca Raton, Florida	$11.5M	+$1.07M	1	3.86%	Increased
588	DAM Delta Asset Management Memphis, Tennessee	$11.4M	+$176K	3	1%	Increased
589	MCM Mill Capital Management Concord, North Carolina	$11.3M	+$11.7M	1	1.15%	New
590	AE Wealth Management Topeka, Kansas	$11.2M	+$618K	4	0.08%	Increased
591	ZCM Ziegler Capital Management Chicago, Illinois	$11.2M	-$6.6M	3	0.4%	Reduced
592	BBI Baxter Bros Inc Riverside, Connecticut	$11.2M	+$177K	2	1.62%	Increased
593	MLL Moody Lynn & Lieberson Boston, Massachusetts	$11.2M	+$7.3M	3	0.75%	Increased
594	NWM Nicola Wealth Management Vancouver, British Columbia, Canada	$11.1M	+$9.94M	1	1.04%	Increased
595	People's United Financial Bridgeport, Connecticut	$11M	-$1.74M	3	0.26%	Reduced
596	Capital Investment Advisors Atlanta, Georgia	$11M	+$183K	3	0.34%	Increased
597	GPSPJS General Pension Society PZU Joint Stock Warsaw, Poland	$11M	-$218K	1	3.42%	Reduced
598	Jupiter Asset Management London, United Kingdom	$11M	+$10.3M	1	0.12%	Increased
599	WhitTier Trust Company Reno, Nevada	$11M	+$2.06M	5	0.4%	Increased
600	Atlantic Union Bankshares Glen Allen, Virginia	$11M	-$207K	3	0.93%	Reduced