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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	Douglas Lane & Associates New York	$35.7M	+$12.3M	1	0.5%	Increased
302	Cetera Advisors Denver, Colorado	$35.3M	+$13.1M	5	0.28%	Increased
303	GD Grandfield & Dodd New York	$35M	+$1.5M	1	2.21%	Increased
304	ELI Empire Life Investments Toronto, Ontario, Canada	$34.8M	-$17.5M	1	2.13%	Reduced
305	Heritage Investors Management Corp Bethesda, Maryland	$34.7M	-$9.74K	3	1.23%	Reduced
306	State of Alaska Department of Revenue Juneau, Alaska	$34.6M	-$1.48M	6	0.39%	Reduced
307	Emerald Advisers Leola, Pennsylvania	$34.4M	+$421K	2	1.39%	Increased
308	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$34.3M	+$623K	3	1.17%	Increased
309	Cetera Advisor Networks El Segundo, California	$34.2M	-$2.21M	5	0.17%	Reduced
310	Carnegie Investment Counsel Pepper Pike, Ohio	$34.1M	+$1.84M	2	1.06%	Increased
311	Xponance Philadelphia, Pennsylvania	$34.1M	+$827K	5	0.36%	Increased
312	Gradient Investments Arden Hills, Minnesota	$33.9M	-$3.61M	4	0.79%	Reduced
313	Pinnacle Associates New York	$33.8M	+$269K	4	0.53%	Increased
314	Steward Partners Investment Advisory New York	$33.6M	+$4.18M	7	0.37%	Increased
315	Klingenstein Fields & Co New York	$33.4M	-$837K	1	1.39%	Reduced
316	New York Life Investment Management New York	$33.3M	-$3.4M	5	0.33%	Reduced
317	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$33.2M	-$3.39M	6	0.3%	Reduced
318	Border to Coast Pensions Partnership Leeds, United Kingdom	$32.8M	$0	1	0.73%	Maintained
319	Brinker Capital Investments Berwyn, Pennsylvania	$32.7M	-$2.71M	5	0.35%	Reduced
320	Orion Portfolio Solutions Omaha, Nebraska	$32.7M	-$2.71M	5	0.35%	Reduced
321	SCM SKBA Capital Management San Francisco, California	$32.6M	+$3.09M	2	5.1%	Increased
322	RA Rovida Advisors Fort Lauderdale, Florida	$32.6M	$0	1	11.32%	Maintained
323	ING Group Amsterdam, Netherlands	$32.5M	-$1.39M	3	0.22%	Reduced
324	Prime Capital Investment Advisors Overland Park, Kansas	$32.5M	-$3.49M	3	0.45%	Reduced
325	CAM Cacti Asset Management Atlanta, Georgia	$32.4M	+$37.6K	1	2.59%	Increased