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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
276	SW SVB Wealth Boston, Massachusetts	$41M	-$3.72M	3	0.57%	Reduced
277	Todd Asset Management Louisville, Kentucky	$40.7M	+$39.3K	1	0.99%	Increased
278	ZWJ Investment Counsel Atlanta, Georgia	$40.7M	+$3.55M	3	2.25%	Increased
279	Martingale Asset Management Boston, Massachusetts	$40.3M	+$22.2M	5	0.78%	Increased
280	Tudor Investment Corp Stamford, Connecticut	$40.1M	+$25.3M	5	0.62%	Increased
281	ProShare Advisors Bethesda, Maryland	$40.1M	+$25.4M	6	0.12%	Increased
282	Antipodes Partners Royal Exchange, Australia	$39.6M	-$57.6M	1	1.37%	Reduced
283	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$39.6M	+$459K	3	3.06%	Increased
284	Advisors Capital Management Ridgewood, New Jersey	$39.3M	+$504K	4	1.02%	Increased
285	Exencial Wealth Advisors Oklahoma City, Oklahoma	$39.1M	+$10.6M	3	2.02%	Increased
286	Zurich Cantonal Bank Zurich, Switzerland	$39.1M	+$9.54M	7	0.19%	Increased
287	Mercer Global Advisors Denver, Colorado	$38.5M	-$1.04M	5	0.18%	Reduced
288	MassMutual Private Wealth & Trust Windsor, Connecticut	$38.4M	-$3.08M	9	1.47%	Reduced
289	Guggenheim Capital Chicago, Illinois	$38.2M	-$11.8M	8	0.32%	Reduced
290	Conning Inc Hartford, Connecticut	$38M	-$178K	3	1.27%	Reduced
291	AIM Avity Investment Management Greenwich, Connecticut	$38M	+$396K	2	3.7%	Increased
292	CC Carlson Capital Dallas, Texas	$37.4M	+$9.79M	1	3.51%	Increased
293	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$37.3M	-$24.4M	3	2.84%	Reduced
294	SFM Stack Financial Management Whitefish, Montana	$37.3M	+$444K	1	4.54%	Increased
295	Ancora Advisors Cleveland, Ohio	$37.2M	+$2.14M	5	1.06%	Increased
296	HRT Financial New York	$36.7M	+$18.8M	5	0.45%	Increased
297	HC Henshaw Capital Woburn, Massachusetts	$36.7M	$0	1	2.26%	Maintained
298	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$36.5M	+$35.5M	2	0.81%	Increased
299	TIAA FSB Jacksonville, Florida	$36.4M	-$757K	3	0.14%	Reduced
300	Cetera Advisor Networks El Segundo, California	$35.9M	+$2.66M	5	0.27%	Increased