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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
601	DCM Dupont Capital Management Wilmington, Delaware	$8.54M	+$4.3M	5	0.19%	Increased
602	Heritage Wealth Advisors Richmond, Virginia	$8.53M	+$4.91M	4	1.19%	Increased
603	SouthState Corp Winter Haven, Florida	$8.52M	+$3.07M	2	1.04%	Increased
604	GH GAM Holding Zurich, Switzerland	$8.52M	+$1.28M	3	0.53%	Increased
605	WSCM Wellington Shields Capital Management New York	$8.46M	+$134K	3	1.36%	Increased
606	DP Dearborn Partners Chicago, Illinois	$8.42M	+$106K	2	0.46%	Increased
607	PP Palladium Partners Norfolk, Virginia	$8.38M	+$3.7M	3	0.57%	Increased
608	Jones Financial Companies Des Peres, Missouri	$8.34M	-$1.29M	1	0.02%	Reduced
609	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$8.3M	+$62.5K	4	0.5%	Increased
610	LWM Lyell Wealth Management Menlo Park, California	$8.3M	+$3.31M	2	1.82%	Increased
611	Group One Trading Chicago, Illinois	$8.28M	+$7.59M	4	0.04%	Increased
612	ECG Edge Capital Group Atlanta, Georgia	$8.21M	+$5.57M	2	0.86%	Increased
613	Mercer Global Advisors Denver, Colorado	$8.21M	+$2.78M	3	0.15%	Increased
614	KCP KDI Capital Partners Raleigh, North Carolina	$8.2M	+$1.26M	1	4.26%	Increased
615	SAIG Semper Augustus Investments Group Highlands Ranch, Colorado	$8.18M	+$291K	1	4.63%	Increased
616	DIA Davidson Investment Advisors Great Falls, Montana	$8.16M	-$2.01M	1	0.9%	Reduced
617	Thompson Siegel & Walmsley Richmond, Virginia	$8.15M	+$26.7K	4	0.16%	Increased
618	Capital Analysts LLC Fort Washington, Pennsylvania	$8.13M	+$2.44M	4	0.85%	Increased
619	Veritable Wilmington, Delaware	$8.06M	-$703K	3	0.17%	Reduced
620	VAS Valicenti Advisory Services Elmira, New York	$8.05M	+$4.31M	2	3.28%	Increased
621	PHK Point72 Hong Kong Hong Kong	$8.05M	+$8.24M	4	0.9%	Increased
622	Verition Fund Management Greenwich, Connecticut	$8.04M	+$8.25M	5	0.26%	Increased
623	JWM JGP Wealth Management Bend, Oregon	$8.03M	-$920K	3	2.36%	Reduced
624	Rathbones Group Liverpool, United Kingdom	$8.02M	+$6.68M	2	0.16%	Increased
625	Brown Brothers Harriman & Co New York	$7.97M	+$7.64M	4	0.06%	Increased