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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	Freestone Capital Holdings Seattle, Washington	$10.4M	-$44.2K	2	0.52%	Reduced
627	Frontier Capital Management Boston, Massachusetts	$10.3M	-$526K	1	0.08%	Reduced
628	PAM Peak Asset Management Louisville, Colorado	$10.3M	-$416K	1	2.57%	Reduced
629	LW Linscomb Wealth Houston, Texas	$10.2M	+$339K	1	0.52%	Increased
630	Calamos Wealth Management Naperville, Illinois	$10.2M	-$258K	3	0.8%	Reduced
631	CNC Canandaigua National Corp Canandaigua, New York	$10.2M	-$45.7K	3	1.65%	Reduced
632	PP Palladium Partners Norfolk, Virginia	$10.1M	+$61.1K	3	0.48%	Increased
633	AE Wealth Management Topeka, Kansas	$10.1M	+$649K	3	0.09%	Increased
634	ATC Argent Trust Co Nashville, Tennessee	$10.1M	+$193K	3	0.66%	Increased
635	S Surevest Los Angeles, California	$9.99M	-$304K	2	2.6%	Reduced
636	GECH Garnet Equity Capital Holdings New York	$9.97M	$0	1	1.55%	Maintained
637	Wealthfront Advisers Palo Alto, California	$9.95M	+$2.01M	3	0.05%	Increased
638	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$9.93M	-$12.3K	1	2.69%	Reduced
639	Johnson Investment Counsel Cincinnati, Ohio	$9.9M	-$230K	3	0.14%	Reduced
640	BAM Blueshift Asset Management Red Bank, New Jersey	$9.89M	+$5.61M	2	0.54%	Increased
641	Brown Brothers Harriman & Co New York	$9.82M	+$386K	5	0.06%	Increased
642	MUFG Securities EMEA London, United Kingdom	$9.81M	-$26.4M	1	0.09%	Reduced
643	WAS Wesleyan Assurance Society Birmingham, United Kingdom	$9.8M	-$446K	1	1.23%	Reduced
644	SSB Sandy Spring Bank Olney, Maryland	$9.78M	+$1.03M	3	0.52%	Increased
645	HWAM Hennion & Walsh Asset Management Parsippany, New Jersey	$9.78M	+$1.27M	3	0.52%	Increased
646	SIM Sonora Investment Management Tucson, Arizona	$9.75M	+$9.52M	3	1.27%	Increased
647	Capula Management Grand Cayman, Cayman Islands	$9.68M	+$8.57M	3	0.16%	Increased
648	AP Appleton Partners Boston, Massachusetts	$9.67M	+$644K	2	0.82%	Increased
649	Veritable Wilmington, Delaware	$9.67M	-$24.2K	3	0.15%	Reduced
650	PTC Private Trust Company Cleveland, Ohio	$9.65M	-$226K	3	1.46%	Reduced