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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
626	TA TruWealth Advisors Metairie, Louisiana	$8.4M	+$8.33M	2	1.25%	New
627	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$8.4M	+$1.85M	2	1.48%	Increased
628	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$8.4M	-$728K	2	0.57%	Reduced
629	ATC Argent Trust Co Nashville, Tennessee	$8.38M	-$252K	3	0.65%	Reduced
630	RA RiverPark Advisors New York	$8.38M	$0	1	1.47%	Maintained
631	Calamos Wealth Management Naperville, Illinois	$8.37M	+$291K	3	0.76%	Increased
632	AE Wealth Management Topeka, Kansas	$8.34M	-$3.47M	3	0.09%	Reduced
633	YIA YHB Investment Advisors West Hartford, Connecticut	$8.33M	-$538K	2	0.79%	Reduced
634	PCA Private Capital Advisors Darien, Connecticut	$8.31M	-$271K	2	1.68%	Reduced
635	Cetera Advisors Denver, Colorado	$8.3M	+$742K	3	0.27%	Increased
636	IPAM ICICI Prudential Asset Management Mumbai, India	$8.28M	+$7.89M	2	5.63%	New
637	OCM Osterweis Capital Management San Francisco, California	$8.26M	-$12M	1	0.49%	Reduced
638	Brown Brothers Harriman & Co New York	$8.25M	-$121K	4	0.06%	Reduced
639	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$8.15M	-$35K	1	2.57%	Reduced
640	Veritable Wilmington, Delaware	$8.14M	-$800K	3	0.15%	Reduced
641	DWM Doyle Wealth Management St. Petersburg, Florida	$8.13M	+$628K	2	0.83%	Increased
642	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$8.11M	-$348K	3	0.38%	Reduced
643	LW Linscomb Wealth Houston, Texas	$8.07M	+$123K	1	0.48%	Increased
644	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$8.04M	-$297K	2	0.72%	Reduced
645	GFG Greystone Financial Group Bloomfield Hills, Michigan	$8.03M	+$7.28M	1	2.19%	New
646	S Surevest Los Angeles, California	$8.02M	+$766K	2	2.68%	Increased
647	BCM Bourgeon Capital Management Darien, Connecticut	$7.99M	+$86.4K	3	1.97%	Increased
648	Picton Mahoney Asset Management Toronto, Ontario, Canada	$7.94M	-$3.67M	1	0.38%	Reduced
649	B BP London, United Kingdom	$7.93M	-$8.17M	3	0.24%	Reduced
650	MP McDonald Partners Cleveland, Ohio	$7.93M	+$7.5M	2	2.23%	New