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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	Pacer Advisors Malvern, Pennsylvania	$54.6M	-$28.9K	7	0.14%	Reduced
327	Klingenstein Fields & Co New York	$53.9M	+$158K	1	2.04%	Increased
328	Kestra Private Wealth Services Austin, Texas	$53.7M	+$855K	4	0.7%	Increased
329	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$53.6M	-$16.7M	1	2.77%	Reduced
330	Curi RMB Capital Chicago, Illinois	$53.2M	+$3.24M	3	0.98%	Increased
331	Xponance Philadelphia, Pennsylvania	$53.2M	-$1.68M	7	0.42%	Reduced
332	Sapient Capital Indianapolis, Indiana	$52.9M	+$29.8M	3	0.81%	Increased
333	Frontier Capital Management Boston, Massachusetts	$52.8M	-$16.3M	2	0.47%	Reduced
334	Mutual of America Capital Management New York	$52.6M	+$1.81M	7	0.55%	Increased
335	Canoe Financial Calgary, Alberta, Canada	$52.6M	-$1.36M	2	0.75%	Reduced
336	British Columbia Investment Management Victoria, British Columbia, Canada	$52.4M	-$4.58M	3	0.3%	Reduced
337	BGM Burkehill Global Management New York	$52.4M	$0	2	2.98%	Maintained
338	GAMCO Investors Greenwich, Connecticut	$52.4M	+$55.3K	8	0.51%	Increased
339	Aptus Capital Advisors Fairhope, Alabama	$52.3M	+$3.28M	3	0.38%	Increased
340	ING Group Amsterdam, Netherlands	$52.3M	+$4.25M	4	0.28%	Increased
341	First Financial Bankshares Abilene, Texas	$52.2M	-$917K	3	1.07%	Reduced
342	Capital Group Private Client Services Los Angeles, California	$52.1M	-$172M	2	0.87%	Reduced
343	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$51.5M	-$8.73M	2	2.57%	Reduced
344	Cresset Asset Management Chicago, Illinois	$51.3M	+$1.94M	5	0.22%	Increased
345	Empowered Funds Havertown, Pennsylvania	$51.2M	-$2.47M	6	0.52%	Reduced
346	Smith Salley Wealth Management Greensboro, North Carolina	$51.1M	+$1.43M	2	2.63%	Increased
347	Walleye Capital New York	$51.1M	+$15.7M	8	0.19%	Increased
348	Westwood Holdings Group Dallas, Texas	$50.7M	+$5.9M	3	0.36%	Increased
349	CIBC World Market Toronto, Ontario, Canada	$50.7M	+$331K	4	0.09%	Increased
350	Heritage Investors Management Corp Bethesda, Maryland	$50.4M	-$1.81M	2	1.51%	Reduced