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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	Los Angeles Capital Management Los Angeles, California	$10.9M	-$36.8M	6	0.06%	Reduced
602	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$10.8M	+$105K	1	3.11%	Increased
603	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$10.8M	-$32.4K	2	1.02%	Reduced
604	NL NWAM LLC Mercer Island, Washington	$10.8M	-$949K	3	1.03%	Reduced
605	SIMG Sonora Investment Management Group Tucson, Arizona	$10.7M	+$13.7K	1	1.38%	Increased
606	Voloridge Investment Management Jupiter, Florida	$10.7M	-$5.92M	2	0.06%	Reduced
607	WesBanco Bank Wheeling, West Virginia	$10.6M	-$7.97M	2	0.71%	Reduced
608	TTWM TCV Trust & Wealth Management Richmond, Virginia	$10.5M	-$1.71M	1	1.34%	Reduced
609	Intact Investment Management Montreal, Quebec, Canada	$10.5M	$0	1	0.35%	Maintained
610	DBT Dubuque Bank & Trust Dubuque, Iowa	$10.5M	-$1.18M	2	1.47%	Reduced
611	Greenleaf Trust Kalamazoo, Michigan	$10.5M	+$5.78M	3	0.16%	Increased
612	Allstate Corporation Northbrook, Illinois	$10.5M	-$106K	3	0.3%	Reduced
613	DAM Delta Asset Management Memphis, Tennessee	$10.5M	-$126K	1	1.27%	Reduced
614	VAS Valicenti Advisory Services Elmira, New York	$10.4M	-$422K	2	3.79%	Reduced
615	Man Group London, United Kingdom	$10.4M	+$11.8M	7	0.05%	New
616	MAP Managed Asset Portfolios Rochester, Michigan	$10.4M	-$1.85M	1	1.84%	Reduced
617	VanEck Associates New York	$10.4M	-$1.02M	2	0.03%	Reduced
618	1M 13D Management New York	$10.3M	$0	1	5.41%	Maintained
619	ATC Argent Trust Co Nashville, Tennessee	$10.3M	-$597K	3	0.75%	Reduced
620	SAM Shell Asset Management The Hague, Netherlands	$10.3M	-$2.6M	6	0.4%	Reduced
621	AHC Adell Harriman & Carpenter Houston, Texas	$10.3M	+$97.9K	2	1.25%	Increased
622	Cetera Investment Advisers Schaumburg, Illinois	$10.3M	+$2.12M	5	0.21%	Increased
623	Palisade Capital Management Fort Lee, New Jersey	$10.3M	+$291K	2	0.29%	Increased
624	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$10.3M	+$2.44K	1	3.12%	Increased
625	FSA Franklin Street Advisors Chapel Hill, North Carolina	$10.3M	-$47.6K	2	1.04%	Reduced