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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
326	RA Rovida Advisors Fort Lauderdale, Florida	$36.7M	-$151M	1	7.87%	Reduced
327	IAM Impala Asset Management Palm Beach, Florida	$36.7M	+$6.9M	3	3.16%	Increased
328	AIM Avity Investment Management Greenwich, Connecticut	$36.5M	+$34.3M	1	3.2%	Increased
329	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$36.3M	-$863K	3	0.71%	Reduced
330	Federated Hermes Pittsburgh, Pennsylvania	$35.9M	+$28.5M	5	0.08%	Increased
331	Emerald Advisers Leola, Pennsylvania	$35.8M	+$10.8M	2	1.36%	Increased
332	SFG Sather Financial Group Victoria, Texas	$34.9M	+$13.2M	1	3.02%	Increased
333	Pinnacle Associates New York	$34.9M	+$202K	3	0.62%	Increased
334	MUFG Americas New York	$34.7M	-$510K	3	0.68%	Reduced
335	Huntington National Bank Columbus, Ohio	$33.9M	-$394K	8	0.31%	Reduced
336	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$33.7M	+$4.87M	4	0.66%	Increased
337	MLL Moody Lynn & Lieberson Boston, Massachusetts	$33.6M	+$19.6M	3	2.46%	Increased
338	Heritage Investors Management Corp Bethesda, Maryland	$33.6M	-$632K	2	1.34%	Reduced
339	AGA Altrinsic Global Advisors Stamford, Connecticut	$33.5M	-$4.7M	1	1.17%	Reduced
340	CIM Chiron Investment Management New York	$33.4M	-$4.74M	2	3.83%	Reduced
341	SCP Sandhill Capital Partners Buffalo, New York	$33.4M	-$16.4M	1	2.87%	Reduced
342	Gulf International Bank (UK) London, United Kingdom	$32.9M	$0	3	0.49%	Maintained
343	London & Capital Asset Management London, United Kingdom	$32.9M	-$3.81M	1	2.43%	Reduced
344	Country Trust Bank Bloomington, Illinois	$32.7M	-$7.9M	3	0.91%	Reduced
345	CFIA Cantor Fitzgerald Investment Advisors New York	$31.9M	+$14.8M	1	1.43%	Increased
346	Moore Capital Management New York	$31.3M	+$8.39M	4	0.79%	Increased
347	Whittier Trust South Pasadena, California	$31.2M	+$1.39M	4	0.53%	Increased
348	Advisors Asset Management Monument, Colorado	$31.1M	-$1.55M	7	0.48%	Reduced
349	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$30.8M	-$227K	2	1.31%	Reduced
350	Connectus Wealth Cincinnati, Ohio	$30.7M	-$2.44M	3	0.97%	Reduced