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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
676	Bragg Financial Advisors Charlotte, North Carolina	$8.27M	+$184K	1	0.56%	Increased
677	Ameritas Investment Partners Lincoln, Nebraska	$8.25M	+$394K	8	0.31%	Increased
678	Advisory Services Network Atlanta, Georgia	$8.21M	+$13.5K	4	0.3%	Increased
679	Parallax Volatility Advisers San Francisco, California	$8.19M	-$15.5M	5	0.01%	Reduced
680	TTWM TCV Trust & Wealth Management Richmond, Virginia	$8.16M	+$70.3K	2	0.95%	Increased
681	AP Appleton Partners Boston, Massachusetts	$8.14M	+$419K	2	0.76%	Increased
682	Weiss Multi-Strategy Advisers New York	$8.08M	+$5.3M	2	0.18%	Increased
683	CHAM Clear Harbor Asset Management Stamford, Connecticut	$8.07M	+$398K	2	1.05%	Increased
684	FIM Freedom Investment Management Hartford, Connecticut	$8.01M	+$4.85M	4	0.62%	Increased
685	SSB Sandy Spring Bank Olney, Maryland	$8M	+$498K	3	0.46%	Increased
686	LCM LVM Capital Management Portage, Michigan	$7.99M	+$73.9K	2	1.3%	Increased
687	WhitTier Trust Company Reno, Nevada	$7.99M	+$173K	4	0.36%	Increased
688	EMG ETF Managers Group Summit, New Jersey	$7.97M	+$2.63M	2	0.14%	Increased
689	DY Dowling & Yahnke San Diego, California	$7.91M	-$1.21M	2	0.54%	Reduced
690	KCP KDI Capital Partners Raleigh, North Carolina	$7.89M	-$54.3K	1	3.07%	Reduced
691	RGI River Global Investors London, United Kingdom	$7.87M	-$1.7M	1	0.47%	Reduced
692	Kestra Private Wealth Services Austin, Texas	$7.87M	+$606K	3	0.55%	Increased
693	Dai-ichi Life Insurance Company Tokyo, Japan	$7.87M	-$29K	2	0.11%	Reduced
694	Bailard Foster City, California	$7.86M	-$7.79K	3	0.29%	Reduced
695	SM Saya Management New York	$7.83M	-$8.24M	1	5.54%	Reduced
696	LDB Lee, Danner & Bass Nashville, Tennessee	$7.82M	+$173K	2	0.75%	Increased
697	LOPW Live Oak Private Wealth Wilmington, North Carolina	$7.81M	+$606K	1	1.92%	Increased
698	HWAM Hennion & Walsh Asset Management Parsippany, New Jersey	$7.76M	+$7.22M	3	0.47%	New
699	GIM Goelzer Investment Management Carmel, Indiana	$7.75M	-$202K	2	0.68%	Reduced
700	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$7.74M	+$1.09M	1	1.39%	Increased