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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	Cantor Fitzgerald New York	$27.1M	-$318K	1	0.62%	Reduced
352	OCAM Owl Creek Asset Management New York	$27M	-$1.33M	1	1.28%	Reduced
353	SAIG Semper Augustus Investments Group Highlands Ranch, Colorado	$26.7M	-$598K	1	6.31%	Reduced
354	TC TownSquare Capital Provo, Utah	$26.6M	+$4.16M	3	0.48%	Increased
355	CTI Community Trust & Investment Versailles, Kentucky	$26.2M	+$5.24M	2	2.1%	Increased
356	AE Wealth Management Topeka, Kansas	$25.5M	+$4.71M	5	0.15%	Increased
357	Rathbones Group Liverpool, United Kingdom	$25.5M	+$4.17M	2	0.24%	Increased
358	RA Rovida Advisors Fort Lauderdale, Florida	$25.4M	$0	1	11.08%	Maintained
359	RP Regal Partners Sydney, NSW, Australia	$25.3M	+$11M	1	5.47%	Increased
360	Kestra Private Wealth Services Austin, Texas	$25.2M	+$2.68M	4	0.86%	Increased
361	First National Trust Hermitage, Pennsylvania	$24.9M	+$1.73M	3	1.16%	Increased
362	Brinker Capital Investments Berwyn, Pennsylvania	$24.6M	-$2.82M	5	0.26%	Reduced
363	Orion Portfolio Solutions Omaha, Nebraska	$24.6M	-$2.82M	5	0.26%	Reduced
364	AL Arnhold LLC New York	$24.5M	+$21.9K	2	2.78%	Increased
365	VV Verity & Verity Beaufort, South Carolina	$24.3M	+$552K	2	2.99%	Increased
366	Advisors Asset Management Monument, Colorado	$24.3M	+$1.64M	6	0.49%	Increased
367	IFM Investors Melbourne, Australia	$24.1M	-$227K	3	0.32%	Reduced
368	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$24.1M	+$224K	1	2.36%	Increased
369	Norinchukin Bank Tokyo, Japan	$23.7M	+$7.75M	3	0.4%	Increased
370	Steward Partners Investment Advisory New York	$23.7M	-$3.36M	7	0.35%	Reduced
371	BOK Financial Tulsa, Oklahoma	$23.6M	-$492K	4	0.48%	Reduced
372	VCM Vigilant Capital Management Portland, Maine	$23.3M	+$501K	2	1.74%	Increased
373	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$23.2M	+$2.75M	3	0.36%	Increased
374	Gratus Capital Atlanta, Georgia	$23.2M	+$450K	3	1.58%	Increased
375	Salem Investment Counselors Winston Salem, North Carolina	$23.1M	+$611K	4	0.84%	Increased