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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
301	Kestra Advisory Services Austin, Texas	$32.7M	+$91.5K	6	0.35%	Increased
302	Mercer Global Advisors Denver, Colorado	$32.7M	-$3.52M	4	0.19%	Reduced
303	Carnegie Investment Counsel Pepper Pike, Ohio	$32.7M	-$345K	3	1.56%	Reduced
304	AWAM Appian Way Asset Management New York	$32.6M	+$24.4M	1	14.27%	Increased
305	Oppenheimer & Co New York	$32.5M	-$938K	6	0.76%	Reduced
306	Brandywine Global Investment Management Philadelphia, Pennsylvania	$32.4M	-$57.1M	2	0.3%	Reduced
307	New York Life Investment Management New York	$32.4M	-$126K	3	0.39%	Reduced
308	British Columbia Investment Management Victoria, British Columbia, Canada	$32.4M	-$3.64M	3	0.37%	Reduced
309	TIAA FSB Jacksonville, Florida	$32.2M	+$720K	3	0.14%	Increased
310	HC Henshaw Capital Woburn, Massachusetts	$31.9M	-$159K	3	2.36%	Reduced
311	Heritage Wealth Advisors Richmond, Virginia	$31.8M	+$2.71M	4	2.3%	Increased
312	AIM Avity Investment Management Greenwich, Connecticut	$31.6M	+$879K	1	3.43%	Increased
313	London & Capital Asset Management London, United Kingdom	$31.5M	+$1.13M	1	2.94%	Increased
314	SAM Scopus Asset Management New York	$31.2M	+$16.4M	1	1.16%	Increased
315	Brinker Capital Investments Berwyn, Pennsylvania	$31.1M	-$227K	6	0.64%	Reduced
316	Samlyn Capital New York	$31M	-$19.6M	1	0.58%	Reduced
317	FineMark National Bank & Trust Fort Myers, Florida	$30.9M	-$7.05M	3	1.48%	Reduced
318	SFM Stack Financial Management Whitefish, Montana	$30.8M	+$385K	1	3.23%	Increased
319	Klingenstein Fields & Co New York	$30.8M	-$160K	1	1.69%	Reduced
320	MDSL M.D. Sass LLC New York	$30.6M	+$3.82M	1	5.61%	Increased
321	Country Trust Bank Bloomington, Illinois	$30.6M	-$47.1K	3	0.96%	Reduced
322	Two Sigma Advisers New York	$30M	-$10.4M	3	0.09%	Reduced
323	AWCI Alpine Woods Capital Investors Purchase, New York	$29.8M	+$2.73M	4	4.06%	Increased
324	ProShare Advisors Bethesda, Maryland	$29.7M	-$4.09M	7	0.11%	Reduced
325	Cookson Peirce & Co Pittsburgh, Pennsylvania	$29.6M	+$407K	1	2.09%	Increased