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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	ZWJ Investment Counsel Atlanta, Georgia	$29.4M	+$1.41M	3	1.67%	Increased
352	Creative Planning Overland Park, Kansas	$29.2M	+$440K	6	0.05%	Increased
353	Kestra Advisory Services Austin, Texas	$29.2M	+$2.97M	6	0.29%	Increased
354	AQR Arbitrage Greenwich, Connecticut	$28.8M	$0	1	0.82%	Maintained
355	CIC Canal Insurance Company Greenville, South Carolina	$28.6M	$0	4	9.73%	Maintained
356	Becker Capital Management Portland, Oregon	$28.2M	-$1.67M	1	1.19%	Reduced
357	MAI Capital Management Independence, Ohio	$28.2M	+$231K	4	0.54%	Increased
358	WBC Westpac Banking Corp Sydney, Australia	$28.1M	-$3.65M	3	0.3%	Reduced
359	Clark Capital Management Group Philadelphia, Pennsylvania	$28.1M	+$889K	3	0.38%	Increased
360	Capstone Investment Advisors New York	$28.1M	+$13.2M	3	0.06%	Increased
361	MML Investors Services Springfield, Massachusetts	$27.9M	+$1.63M	3	0.22%	Increased
362	CIBC Asset Management Toronto, Ontario, Canada	$27.6M	+$890K	5	0.11%	Increased
363	WorldQuant Millennium Advisors New York	$27.5M	+$2.23M	2	0.6%	Increased
364	Laurion Capital Management New York	$27.5M	-$43M	1	0.12%	Reduced
365	Panagora Asset Management Boston, Massachusetts	$27.4M	-$35.9M	6	0.15%	Reduced
366	Huntington National Bank Columbus, Ohio	$27.2M	-$5.62M	8	0.27%	Reduced
367	Clifford Swan Investment Counsel Pasadena, California	$26.8M	-$1.21M	4	0.98%	Reduced
368	Smith Salley Wealth Management Greensboro, North Carolina	$26.7M	+$402K	2	2.1%	Increased
369	Bridgeway Capital Management Houston, Texas	$26.2M	-$3.35M	3	0.5%	Reduced
370	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$26.2M	-$1.73M	2	1.08%	Reduced
371	Emerald Advisers Leola, Pennsylvania	$26M	-$2.04M	2	0.94%	Reduced
372	Stephens Inc Little Rock, Arkansas	$25.9M	+$265K	5	0.4%	Increased
373	MassMutual Private Wealth & Trust Windsor, Connecticut	$25.6M	+$1.44M	6	1.06%	Increased
374	SM Soapstone Management Bethesda, Maryland	$25.6M	-$1.36M	2	10.74%	Reduced
375	AWCI Alpine Woods Capital Investors Purchase, New York	$25.3M	-$1.72M	4	2.71%	Reduced