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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
701	TTWM TCV Trust & Wealth Management Richmond, Virginia	$9.12M	-$1.41M	1	0.87%	Reduced
702	LAI Legal Advantage Investments Los Altos Hills, California	$9.06M	-$60.6K	4	5.22%	Reduced
703	QIM Quantitative Investment Management Charlottesville, Virginia	$9.05M	+$6.17M	2	0.99%	Increased
704	TCTC Holdings Dallas, Texas	$9.03M	-$502K	3	0.31%	Reduced
705	GCC Game Creek Capital Boston, Massachusetts	$9M	-$2.33M	1	4.61%	Reduced
706	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$8.95M	-$12.5M	1	0.04%	Reduced
707	BCM Bourgeon Capital Management Darien, Connecticut	$8.93M	-$85.8K	2	1.75%	Reduced
708	HTIM Harbour Trust & Investment Management Michigan City, Indiana	$8.9M	-$98.6K	1	1.06%	Reduced
709	SWP Strategic Wealth Partners Independence, Ohio	$8.89M	+$222K	1	0.93%	Increased
710	FHB First Hawaiian Bank Honolulu, Hawaii	$8.86M	-$409K	3	0.3%	Reduced
711	VF Virtu Financial New York	$8.83M	+$6M	2	0.62%	Increased
712	MPM Mountaineer Partners Management New York	$8.82M	-$872K	1	4.59%	Reduced
713	Kennedy Capital Management St Louis, Missouri	$8.82M	+$1.74M	2	0.19%	Increased
714	Perigon Wealth Management San Francisco, California	$8.81M	-$927K	3	0.26%	Reduced
715	MA Mutual Advisors Omaha, Nebraska	$8.75M	-$654K	3	0.26%	Reduced
716	Leonteq Securities AG Zurich, Switzerland	$8.74M	+$4.62M	5	0.62%	Increased
717	SWK Stephen W. Kidder	$8.73M	+$81.2K	1	2.73%	Increased
718	JB Capital Wethersfield, Connecticut	$8.7M	-$220K	1	0.55%	Reduced
719	Schroder Investment Management Group London, United Kingdom	$8.64M	-$14.3M	2	0.01%	Reduced
720	LIA LS Investment Advisors Bloomfield Hills, Michigan	$8.63M	-$79.8K	1	1.35%	Reduced
721	AWP Ascent Wealth Partners New Hartford, New York	$8.6M	-$1.53K	2	1.26%	Reduced
722	Y-Intercept (HK) Hong Kong	$8.58M	-$7.57M	4	0.47%	Reduced
723	Illinois Municipal Retirement Fund Oak Brook, Illinois	$8.56M	-$10.1K	5	0.13%	Reduced
724	JWBC J.W. Burns & Co Dewitt, New York	$8.53M	-$34.5K	2	1.15%	Reduced
725	Norinchukin Bank Tokyo, Japan	$8.53M	+$96.2K	3	0.24%	Increased