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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
651	VIP Vantage Investment Partners Kansas City, Missouri	$9.09M	-$2.01M	1	0.47%	Reduced
652	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$9.09M	+$692K	1	0.38%	Increased
653	DY Dowling & Yahnke San Diego, California	$9.06M	+$165K	2	0.5%	Increased
654	AF Ally Financial Detroit, Michigan	$9.03M	-$2.91M	1	0.88%	Reduced
655	OSIA O'Shares Investment Advisers Boston, Massachusetts	$9.01M	+$3.51M	2	0.66%	Increased
656	BEAM Baker Ellis Asset Management Vancouver, Washington	$8.97M	+$136K	2	1.73%	Increased
657	OCM Osterweis Capital Management San Francisco, California	$8.96M	-$7.87M	1	0.49%	Reduced
658	CB Cadence Bank Tupelo, Mississippi	$8.91M	+$142K	1	1.24%	Increased
659	Ameritas Investment Partners Lincoln, Nebraska	$8.89M	-$172K	8	0.32%	Reduced
660	WhitTier Trust Company Reno, Nevada	$8.89M	+$7.6M	5	0.36%	Increased
661	MMG Monetary Management Group St Louis, Missouri	$8.87M	+$383K	4	2.44%	Increased
662	AP Advisor Partners Walnut Creek, California	$8.87M	-$54.7K	3	0.6%	Reduced
663	CCP Corient Capital Partners Newport Beach, California	$8.76M	+$257K	3	0.64%	Increased
664	APA American Portfolios Advisors Holbrook, New York	$8.75M	-$454K	6	0.33%	Reduced
665	Squarepoint New York	$8.72M	-$7.88M	5	0.03%	Reduced
666	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$8.72M	+$11.6K	1	1.98%	Increased
667	Axa Paris, France	$8.7M	-$25.4M	4	0.02%	Reduced
668	WTB Washington Trust Bank Spokane, Washington	$8.68M	+$730K	2	1.01%	Increased
669	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$8.66M	+$8.52M	2	3.43%	New
670	Bailard Foster City, California	$8.45M	-$208K	3	0.29%	Reduced
671	WIC WealthBridge Investment Counsel Calgary, Alberta, Canada	$8.43M	+$379K	2	3.79%	Increased
672	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$8.4M	-$221K	3	0.6%	Reduced
673	P Pitcairn Conshohocken, Pennsylvania	$8.38M	-$983K	3	0.58%	Reduced
674	SWM Segment Wealth Management Houston, Texas	$8.36M	+$73.2K	2	0.99%	Increased
675	Kornitzer Capital Management Shawnee Mission, Kansas	$8.28M	-$26.7K	4	0.13%	Reduced