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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	Eisler Capital Management London, United Kingdom	$32.1M	+$34.6M	4	0.15%	New
352	Regions Financial Corp Birmingham, Alabama	$32M	-$815K	3	0.23%	Reduced
353	TC TownSquare Capital Provo, Utah	$32M	+$1.29M	4	0.36%	Increased
354	Nissay Asset Management Tokyo, Japan	$31.9M	+$57.3K	3	0.19%	Increased
355	Cresset Asset Management Chicago, Illinois	$31.8M	-$20.1M	4	0.15%	Reduced
356	SFM Stack Financial Management Whitefish, Montana	$31.3M	-$351K	1	2.86%	Reduced
357	Gotham Asset Management New York	$31M	+$15.3M	7	0.29%	Increased
358	Fiduciary Trust Boston, Massachusetts	$30.9M	+$842K	4	0.41%	Increased
359	CA CapWealth Advisors Franklin, Tennessee	$30.7M	-$1.1M	1	3.37%	Reduced
360	Avantax Advisory Services Dallas, Texas	$30.7M	+$233K	4	0.19%	Increased
361	ECG Edge Capital Group Atlanta, Georgia	$30.2M	-$1.86M	2	1.34%	Reduced
362	Capital International Sarl Los Angeles, California	$29.9M	+$569K	3	0.69%	Increased
363	Vanguard Personalized Indexing Management Oakland, California	$29.8M	+$1.28M	7	0.45%	Increased
364	ELI Empire Life Investments Toronto, Ontario, Canada	$29.7M	-$2.19M	1	1.87%	Reduced
365	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$29.7M	+$1.52M	3	0.3%	Increased
366	Burney Company Reston, Virginia	$29.5M	-$95K	4	1.04%	Reduced
367	Mirae Asset Global Investments Seoul, South Korea	$29.2M	+$14M	6	0.12%	Increased
368	CTI Community Trust & Investment Versailles, Kentucky	$29.1M	+$830K	2	1.8%	Increased
369	MUFG Securities EMEA London, United Kingdom	$29M	-$1.3M	3	0.49%	Reduced
370	Daymark Wealth Partners Cincinnati, Ohio	$29M	+$346K	3	1.22%	Increased
371	FineMark National Bank & Trust Fort Myers, Florida	$29M	-$257K	3	1.01%	Reduced
372	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$28.9M	-$50.5K	1	2.35%	Reduced
373	GIP Granite Investment Partners El Segundo, California	$28.9M	+$665K	3	1.25%	Increased
374	Clearstead Advisors Cleveland, Ohio	$28.6M	+$393K	7	0.43%	Increased
375	Exencial Wealth Advisors Oklahoma City, Oklahoma	$28.4M	-$5.1M	3	1.04%	Reduced