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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
351	Becker Capital Management Portland, Oregon	$27.3M	-$110K	1	1.23%	Reduced
352	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$27.3M	-$3.62M	7	0.27%	Reduced
353	AGA Altrinsic Global Advisors Stamford, Connecticut	$27.3M	+$9.2M	1	0.86%	Increased
354	Carson Wealth (CWM LLC) Omaha, Nebraska	$27.3M	$0	7	0.22%	Maintained
355	ANI American National Insurance Galveston, Texas	$27.3M	-$20.6K	3	1.11%	Reduced
356	Panagora Asset Management Boston, Massachusetts	$27M	-$43.4M	7	0.15%	Reduced
357	MUFG Americas New York	$26.7M	+$1.5M	3	0.47%	Increased
358	CTI Community Trust & Investment Versailles, Kentucky	$26.6M	+$85.8K	2	2.6%	Increased
359	Oppenheimer & Co New York	$26.6M	+$3.13M	5	0.53%	Increased
360	Axa Paris, France	$26.6M	-$6.58M	3	0.08%	Reduced
361	Creative Planning Overland Park, Kansas	$26.6M	+$136K	7	0.05%	Increased
362	Alpha Wave Global New York	$26.1M	+$11.7M	1	1.62%	Increased
363	Bartlett & Co Cincinnati, Ohio	$26M	-$3.15M	5	0.52%	Reduced
364	Bartlett & Co Wealth Management Cincinnati, Ohio	$26M	-$3.15M	5	0.52%	Reduced
365	AWCI Alpine Woods Capital Investors Purchase, New York	$25.8M	+$1.2M	4	2.86%	Increased
366	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$25.8M	-$1.45M	2	1.13%	Reduced
367	O'Shaughnessy Asset Management Stamford, Connecticut	$25.7M	+$17.9M	7	0.57%	Increased
368	WesBanco Bank Wheeling, West Virginia	$25.6M	+$24.2M	2	1.01%	New
369	Clifford Swan Investment Counsel Pasadena, California	$25.6M	+$559K	4	1.05%	Increased
370	TIA Tandem Investment Advisors Charleston, South Carolina	$25.6M	+$1.98M	1	2.45%	Increased
371	Jacobs Levy Equity Management Florham Park, New Jersey	$25.5M	+$16.5M	2	0.2%	Increased
372	SL Summitry LLC Foster City, California	$25.4M	+$23.6M	1	1.63%	New
373	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$25.3M	+$1.71M	1	1.13%	Increased
374	RIM Ranger Investment Management Dallas, Texas	$25.2M	-$25.1M	1	1.39%	Reduced
375	Stephens Inc Little Rock, Arkansas	$25.1M	+$57.9K	5	0.41%	Increased