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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
726	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$11.7M	+$194K	6	0.18%	Increased
727	Thompson Siegel & Walmsley Richmond, Virginia	$11.7M	-$13.6K	3	0.19%	Reduced
728	First Manhattan New York	$11.7M	-$92K	3	0.03%	Reduced
729	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$11.6M	-$451K	3	0.1%	Reduced
730	SWP Strategic Wealth Partners Independence, Ohio	$11.6M	+$10.6M	4	0.91%	New
731	Laurion Capital Management New York	$11.6M	+$9.05M	1	0.21%	New
732	MIM Monashee Investment Management Boston, Massachusetts	$11.6M	+$9.05M	1	4.21%	New
733	Vestmark Advisory Solutions Wakefield, Massachusetts	$11.6M	+$1.49M	4	0.17%	Increased
734	PCA Private Capital Advisors Darien, Connecticut	$11.6M	+$48.2K	1	1.41%	Increased
735	CCM Carmel Capital Management Carmel, California	$11.6M	$0	1	3.9%	Maintained
736	Summit Partners Public Asset Management Boston, Massachusetts	$11.6M	+$10.4M	1	0.29%	New
737	SSA South Street Advisors New York	$11.5M	+$441K	1	1.71%	Increased
738	Evercore Wealth Management New York	$11.5M	+$364K	3	0.18%	Increased
739	Axxcess Wealth Management Carlsbad, California	$11.4M	+$841K	3	0.27%	Increased
740	LIA LS Investment Advisors Bloomfield Hills, Michigan	$11.4M	-$251K	1	1.67%	Reduced
741	PM Phraction Management Colchester, Connecticut	$11.4M	-$3.4M	2	3.64%	Reduced
742	SWK Stephen W. Kidder	$11.4M	-$510K	1	3.42%	Reduced
743	OCM Olstein Capital Management Purchase, New York	$11.4M	-$2.16M	3	2.13%	Reduced
744	Empirical Finance Havertown, Pennsylvania	$11.4M	+$65.5K	3	0.6%	Increased
745	Weiss Asset Management Boston, Massachusetts	$11.4M	+$11M	2	0.13%	New
746	Waratah Capital Advisors Toronto, Ontario, Canada	$11.3M	+$8.67M	2	0.3%	Increased
747	AP Appleton Partners Boston, Massachusetts	$11.3M	+$223K	2	0.8%	Increased
748	XF XML Financial Bethesda, Maryland	$11.3M	-$89.7K	2	0.98%	Reduced
749	Chicago Capital Chicago, Illinois	$11.2M	+$4.21M	3	0.28%	Increased
750	PR Payden & Rygel Los Angeles, California	$11.2M	+$10.2M	1	0.92%	New