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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	SSA South Street Advisors New York	$7.73M	+$58.8K	1	1.55%	Increased
677	LWIC Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada	$7.64M	+$4.72M	1	1.01%	Increased
678	BCB Brian C. Broderick	$7.61M	+$84.6K	1	2.1%	Increased
679	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$7.58M	+$440K	3	0.59%	Increased
680	Empirical Finance Havertown, Pennsylvania	$7.56M	+$726K	4	0.56%	Increased
681	SI SCP Investment Orinda, California	$7.56M	+$8.99M	1	5.75%	New
682	MP McDonald Partners Cleveland, Ohio	$7.5M	-$156K	2	2.44%	Reduced
683	Kingsview Wealth Management Grants Pass, Oregon	$7.48M	-$830K	5	0.27%	Reduced
684	AP Appleton Partners Boston, Massachusetts	$7.47M	-$4.86M	2	0.66%	Reduced
685	Lido Advisors Los Angeles, California	$7.38M	-$95.1K	3	0.06%	Reduced
686	KNW Kesler Norman & Wride Ogden, Utah	$7.37M	-$30.8K	2	1.85%	Reduced
687	Marshall Wace London, United Kingdom	$7.3M	-$80.1M	3	0.01%	Reduced
688	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$7.27M	-$483K	1	3.28%	Reduced
689	Empowered Funds Havertown, Pennsylvania	$7.27M	+$1.51M	4	0.21%	Increased
690	Integrated Wealth Concepts Waltham, Massachusetts	$7.26M	+$127K	4	0.13%	Increased
691	Algert Global San Francisco, California	$7.25M	-$1.56M	2	0.34%	Reduced
692	SW SlateStone Wealth Jupiter, Florida	$7.23M	+$4.32M	2	1.05%	Increased
693	MNBTD Moody National Bank Trust Division Galveston, Texas	$7.19M	+$998K	3	0.46%	Increased
694	Frontier Capital Management Boston, Massachusetts	$7.14M	-$5.09M	1	0.08%	Reduced
695	Wealthfront Advisers Palo Alto, California	$7.12M	-$6.89M	3	0.03%	Reduced
696	DBT Dubuque Bank & Trust Dubuque, Iowa	$7.12M	-$47.8K	2	0.95%	Reduced
697	CA Cullinan Associates Louisville, Kentucky	$7.03M	-$8.08M	2	0.41%	Reduced
698	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$7.03M	-$18.5M	2	0.03%	Reduced
699	SC Skylands Capital Milwaukee, Wisconsin	$7.02M	+$2.3M	1	1.06%	Increased
700	CIM Cambria Investment Management Manhattan Beach, California	$7.02M	+$592K	1	0.57%	Increased