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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
251	Johnson Investment Counsel Cincinnati, Ohio	$59.7M	-$1.86M	3	0.59%	Reduced
252	Cambridge Investment Research Advisors Fairfield, Iowa	$59.6M	+$1.6M	4	0.2%	Increased
253	Heritage Wealth Advisors Richmond, Virginia	$58.9M	-$2.42M	4	2.76%	Reduced
254	MassMutual Private Wealth & Trust Windsor, Connecticut	$58.6M	+$1.7M	8	1.67%	Increased
255	Groupama Asset Management Paris, France	$57.7M	+$652K	1	1.5%	Increased
256	Czech National Bank Prague, Czech Republic	$56.8M	+$3.32M	3	0.57%	Increased
257	ZWJ Investment Counsel Atlanta, Georgia	$56M	+$585K	3	2.29%	Increased
258	Gabelli Funds Rye, New York	$55.3M	+$5.4M	8	0.4%	Increased
259	Rafferty Asset Management New York	$55M	-$1.29M	4	0.19%	Reduced
260	Cresset Asset Management Chicago, Illinois	$54.2M	+$1.8M	6	0.21%	Increased
261	Marex Group London,	$53.4M	+$41.2M	2	1.22%	Increased
262	Brown Advisory Baltimore, Maryland	$52.9M	+$406K	3	0.07%	Increased
263	Kestra Advisory Services Austin, Texas	$52.4M	-$7.93M	6	0.29%	Reduced
264	Zurich Cantonal Bank Zurich, Switzerland	$52.3M	+$2.04M	6	0.16%	Increased
265	Capital Fund Management (CFM) Paris, France	$51.8M	+$31.5M	2	0.14%	Increased
266	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$51.5M	-$490K	3	0.74%	Reduced
267	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$51.4M	+$653K	4	2.93%	Increased
268	HRT Financial New York	$51.3M	-$12.7M	6	0.26%	Reduced
269	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$51.2M	-$957K	2	1.5%	Reduced
270	CAPTRUST Financial Advisors Raleigh, North Carolina	$51.2M	+$486K	5	0.15%	Increased
271	Whittier Trust South Pasadena, California	$50.8M	+$561K	3	0.68%	Increased
272	RCW Rheos Capital Works Tokyo, Japan	$50.8M	+$1.75M	2	2.65%	Increased
273	Jones Financial Companies Des Peres, Missouri	$50.2M	+$16M	6	0.05%	Increased
274	Cetera Investment Advisers Schaumburg, Illinois	$50M	-$35M	6	0.11%	Reduced
275	Pathstone Holdings Englewood, New Jersey	$50M	+$1.49M	7	0.22%	Increased