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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	Adams Diversified Equity Fund Baltimore, Maryland	$19.2M	-$10.6M	1	0.64%	Reduced
627	Vestmark Advisory Solutions Wakefield, Massachusetts	$19.2M	+$5.22M	5	0.26%	Increased
628	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$19M	-$446K	2	0.94%	Reduced
629	Seven Grand Managers Bronxville, New York	$19M	-$46M	1	1.45%	Reduced
630	NewEdge Wealth Pittsburgh, Pennsylvania	$19M	+$3.98M	6	0.21%	Increased
631	Gulf International Bank (UK) London, United Kingdom	$18.9M	$0	3	0.61%	Maintained
632	FAB First American Bank Dundee, Illinois	$18.8M	-$38.8K	3	1.14%	Reduced
633	Walleye Trading New York	$18.8M	-$1.01M	4	0.03%	Reduced
634	Perigon Wealth Management San Francisco, California	$18.8M	+$498K	3	0.34%	Increased
635	MIM Marco Investment Management Atlanta, Georgia	$18.6M	-$58.6K	3	1.4%	Reduced
636	AIA Allied Investment Advisors Billings, Montana	$18.5M	-$797K	1	2.86%	Reduced
637	AP Archon Partners Princeton Junction, New Jersey	$18.5M	$0	1	1.94%	Maintained
638	KI KTF Investments Seal Beach, California	$18.4M	+$17.4M	1	3.02%	New
639	CIS Connors Investor Services Wyomissing, Pennsylvania	$18.3M	+$108K	1	1.58%	Increased
640	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$18.3M	-$576K	1	2.62%	Reduced
641	MCM Mill Capital Management Concord, North Carolina	$18.2M	+$28.6K	1	1.31%	Increased
642	Nicholas Company Milwaukee, Wisconsin	$18.2M	-$978K	1	0.32%	Reduced
643	Vestcor Inc Fredericton, New Brunswick, Canada	$18.2M	+$1.3M	4	0.52%	Increased
644	F.L. Putnam Investment Management Lynnfield, Massachusetts	$18.1M	-$143K	4	0.26%	Reduced
645	Ashton Thomas Private Wealth Scottsdale, Arizona	$18.1M	+$861K	4	0.44%	Increased
646	OIMU Osmosis Investment Management UK London, United Kingdom	$17.9M	+$17.4M	3	0.45%	New
647	TF Talbot Financial Bellevue, Washington	$17.8M	+$34.8K	1	1.47%	Increased
648	GWM Glass Wealth Management San Antonio, Texas	$17.8M	+$486K	3	7.29%	Increased
649	Advisory Services Network Atlanta, Georgia	$17.8M	+$1.51M	5	0.25%	Increased
650	Capitolis Liquid Global Markets New York	$17.7M	+$16.8M	1	0.11%	New