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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	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$31.3M	+$3.57M	3	1.3%	Increased
327	AOI Auto-Owners Insurance Lansing, Michigan	$31.2M	$0	1	1.07%	Maintained
328	Xponance Philadelphia, Pennsylvania	$30.9M	+$1.75M	6	0.45%	Increased
329	Kestra Advisory Services Austin, Texas	$30.6M	-$11.9M	6	0.33%	Reduced
330	Country Trust Bank Bloomington, Illinois	$30.6M	+$2.02M	3	0.87%	Increased
331	Gradient Investments Arden Hills, Minnesota	$30.5M	+$2.19M	4	0.83%	Increased
332	Liontrust Investment Partners London, United Kingdom	$30.5M	+$31.8M	1	0.45%	New
333	CIBC World Market Toronto, Ontario, Canada	$30.5M	+$154K	3	0.1%	Increased
334	FFM Fullerton Fund Management Singapore	$30.5M	-$3.86M	1	2.32%	Reduced
335	Heritage Investors Management Corp Bethesda, Maryland	$30.4M	-$246K	3	1.3%	Reduced
336	Hantz Financial Services Southfield, Michigan	$30.4M	+$361K	4	0.83%	Increased
337	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$30.1M	-$1.13M	3	0.57%	Reduced
338	Schonfeld Strategic Advisors New York	$29.8M	+$10M	5	0.29%	Increased
339	NCM Narwhal Capital Management Marietta, Georgia	$29.8M	+$1.36M	3	3.73%	Increased
340	SAIG Semper Augustus Investments Group Highlands Ranch, Colorado	$29.4M	-$6.33M	1	7.54%	Reduced
341	Fiduciary Trust Boston, Massachusetts	$29.3M	-$333K	4	0.54%	Reduced
342	CAM Cacti Asset Management Atlanta, Georgia	$29.3M	$0	1	2.62%	Maintained
343	Carson Wealth (CWM LLC) Omaha, Nebraska	$29.1M	+$1.42M	9	0.2%	Increased
344	Czech National Bank Prague, Czech Republic	$29.1M	+$82K	3	0.72%	Increased
345	Clifford Swan Investment Counsel Pasadena, California	$29.1M	-$444K	3	1.22%	Reduced
346	GD Grandfield & Dodd New York	$29M	+$123K	1	2.02%	Increased
347	OCAM Owl Creek Asset Management New York	$29M	-$13.2M	1	1.48%	Reduced
348	SGDR SPX Gestao de Recursos Rio De Janeiro, Brazil	$28.7M	+$8.01M	1	1.9%	Increased
349	PointState Capital New York	$28.6M	+$28.7M	1	0.97%	New
350	Nissay Asset Management Tokyo, Japan	$28.5M	-$1.09M	3	0.25%	Reduced