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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	Silvercrest Asset Management New York	$41.8M	-$1.03M	5	0.28%	Reduced
302	Country Trust Bank Bloomington, Illinois	$41.3M	+$2.51M	3	1.03%	Increased
303	Steward Partners Investment Advisory New York	$41.3M	+$3M	7	0.37%	Increased
304	Police & Firemen's Retirement System of New Jersey Trenton, New Jersey	$41.2M	+$44M	7	0.4%	New
305	Carnegie Investment Counsel Pepper Pike, Ohio	$40.8M	+$280K	2	1.17%	Increased
306	ProShare Advisors Bethesda, Maryland	$40.2M	+$4.65M	4	0.09%	Increased
307	Kestra Advisory Services Austin, Texas	$40.1M	-$9.65M	5	0.22%	Reduced
308	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$40.1M	+$822K	3	1.2%	Increased
309	Oppenheimer & Co New York	$40.1M	-$1.05M	5	0.6%	Reduced
310	State of Alaska Department of Revenue Juneau, Alaska	$39.8M	+$1.91M	6	0.45%	Increased
311	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$39.5M	+$42.1M	3	0.56%	New
312	GAMCO Investors Greenwich, Connecticut	$39.3M	+$210K	7	0.41%	Increased
313	Border to Coast Pensions Partnership Leeds, United Kingdom	$39.3M	$0	1	0.77%	Maintained
314	HB Wealth Management Atlanta, Georgia	$39.2M	+$189K	4	0.4%	Increased
315	Tudor Investment Corp Stamford, Connecticut	$39.1M	+$35.7M	4	0.15%	Increased
316	Federated Hermes Pittsburgh, Pennsylvania	$38.9M	+$11.5M	5	0.09%	Increased
317	JSC J. Stern & Co London, United Kingdom	$38.9M	+$2.13M	2	3.67%	Increased
318	Gradient Investments Arden Hills, Minnesota	$38.7M	-$1.35M	3	0.78%	Reduced
319	Clifford Swan Investment Counsel Pasadena, California	$38.6M	-$89.7K	4	1.39%	Reduced
320	Klingenstein Fields & Co New York	$38.6M	-$237K	1	1.56%	Reduced
321	AOI Auto-Owners Insurance Lansing, Michigan	$38.5M	+$1.74M	1	0.88%	Increased
322	Canoe Financial Calgary, Alberta, Canada	$38.4M	-$103K	1	0.63%	Reduced
323	AIM Avity Investment Management Greenwich, Connecticut	$38.4M	-$4.03M	2	3.01%	Reduced
324	Conning Inc Hartford, Connecticut	$37.7M	+$241K	3	1.32%	Increased
325	Daiwa Securities Group Tokyo, Japan	$37.7M	+$2.4M	4	0.17%	Increased