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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
826	RIL Rothschild Investment LLC Chicago, Illinois	$12M	+$4.2M	8	0.45%	Increased
827	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$12M	+$3.93M	3	0.22%	Increased
828	AGA Altrinsic Global Advisors Stamford, Connecticut	$11.9M	-$1.08M	1	0.44%	Reduced
829	HP Havemeyer Place Greenwich, Connecticut	$11.9M	+$10.2M	4	1.18%	Increased
830	LWP LMG Wealth Partners Shreveport, Louisiana	$11.9M	+$82.7K	1	1.9%	Increased
831	AWCI Alpine Woods Capital Investors Purchase, New York	$11.9M	+$1.69M	2	2.58%	Increased
832	Chicago Capital Chicago, Illinois	$11.9M	-$544K	3	0.29%	Reduced
833	CBA Coastal Bridge Advisors Westport, Connecticut	$11.8M	+$173K	2	0.73%	Increased
834	Crestwood Advisors Group Boston, Massachusetts	$11.8M	+$22K	4	0.17%	Increased
835	Capstone Investment Advisors New York	$11.7M	+$168K	5	0.02%	Increased
836	Valeo Financial Advisors Carmel, Indiana	$11.7M	+$430K	3	0.25%	Increased
837	FVWA Foster Victor Wealth Advisors Greenville, South Carolina	$11.7M	+$11.8M	2	0.62%	Increased
838	North Dakota State Investment Board Bismarck, North Dakota	$11.7M	+$777K	5	0.48%	Increased
839	Empirical Wealth Management Seattle, Washington	$11.7M	+$1.15M	4	0.17%	Increased
840	VF Virtu Financial New York	$11.7M	+$5.11M	4	0.37%	Increased
841	XF XML Financial Bethesda, Maryland	$11.6M	-$565K	2	0.85%	Reduced
842	CL CVFG LLC Shelbyville, Indiana	$11.6M	-$29.2K	3	1.22%	Reduced
843	Pure Financial Advisors San Diego, California	$11.6M	+$983K	3	0.15%	Increased
844	HA Huntleigh Advisors St. Louis, Missouri	$11.6M	+$71.3K	3	1.62%	Increased
845	OpenArc Corporate Advisory Atlanta, Georgia	$11.6M	-$164K	3	0.14%	Reduced
846	CIM Contravisory Investment Management Norwell, Massachusetts	$11.4M	-$160K	1	2.02%	Reduced
847	SAM Securian Asset Management St Paul, Minnesota	$11.4M	-$203K	6	0.41%	Reduced
848	Prudential plc London, England, United Kingdom	$11.4M	-$3.5M	2	0.06%	Reduced
849	YC Yarbrough Capital Franklin, Tennessee	$11.4M	$0	1	0.34%	Maintained
850	Bailard Foster City, California	$11.4M	-$38.8K	3	0.23%	Reduced