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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	CAM Cacti Asset Management Atlanta, Georgia	$36.6M	$0	1	2.73%	Maintained
327	Exencial Wealth Advisors Oklahoma City, Oklahoma	$36.4M	-$6.56M	3	1.31%	Reduced
328	Smith Salley Wealth Management Greensboro, North Carolina	$35.9M	+$961K	2	2.35%	Increased
329	SCM SKBA Capital Management San Francisco, California	$35.8M	-$3.35M	2	5.31%	Reduced
330	SFM Stack Financial Management Whitefish, Montana	$35.8M	+$58K	1	3.21%	Increased
331	ELI Empire Life Investments Toronto, Ontario, Canada	$35.8M	-$392K	1	2.18%	Reduced
332	LWIC Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada	$35.7M	+$11M	1	2.5%	Increased
333	Alyeska Investment Group Chicago, Illinois	$35.6M	-$35.7M	1	0.18%	Reduced
334	Regions Financial Corp Birmingham, Alabama	$34.9M	-$1.62M	3	0.25%	Reduced
335	Obermeyer Wealth Partners Aspen, Colorado	$34.5M	-$618K	2	1.85%	Reduced
336	GAI General American Investors New York	$34.5M	$0	2	2.38%	Maintained
337	Nissay Asset Management Tokyo, Japan	$34.1M	+$162K	3	0.22%	Increased
338	ECG Edge Capital Group Atlanta, Georgia	$33.4M	-$124K	2	1.48%	Reduced
339	MUFG Securities EMEA London, United Kingdom	$33.3M	+$24.2M	2	1.2%	Increased
340	CA CapWealth Advisors Franklin, Tennessee	$33.3M	-$373K	1	3.62%	Reduced
341	Capital International Sarl Los Angeles, California	$32.8M	+$1.23M	3	0.84%	Increased
342	Avantax Advisory Services Dallas, Texas	$32.6M	-$45K	4	0.21%	Reduced
343	DZ Bank Frankfurt Am Main, Germany	$32.6M	+$27.8M	2	0.03%	Increased
344	TC TownSquare Capital Provo, Utah	$32.4M	+$1.15M	3	0.39%	Increased
345	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$32.3M	-$938K	1	1.68%	Reduced
346	Burney Company Reston, Virginia	$32.1M	-$2.41M	4	1.14%	Reduced
347	AssetMark Inc Concord, California	$32.1M	+$1.66M	6	0.09%	Increased
348	Fiduciary Trust Boston, Massachusetts	$32.1M	+$68K	4	0.45%	Increased
349	Fidelity International Hamilton, Bermuda	$31.9M	+$12.1M	2	0.03%	Increased
350	Moran Wealth Management Naples, Florida	$31.8M	+$158K	3	0.98%	Increased