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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	Carson Wealth (CWM LLC) Omaha, Nebraska	$51.1M	+$5.83M	9	0.14%	Increased
352	United Capital Financial Advisors Irving, Texas	$51M	+$796K	4	0.31%	Increased
353	Jain Global New York	$50.9M	+$21M	2	0.25%	Increased
354	Ancora Advisors Cleveland, Ohio	$50.2M	+$2.12M	6	1.03%	Increased
355	Country Trust Bank Bloomington, Illinois	$50.1M	+$5.02M	3	0.91%	Increased
356	Rakuten Investment Management Tokyo, Japan	$50.1M	-$35.7M	3	0.17%	Reduced
357	Capital Group Private Client Services Los Angeles, California	$50M	-$1.83M	2	0.8%	Reduced
358	DIA Davidson Investment Advisors Great Falls, Montana	$49.4M	-$762K	1	2.06%	Reduced
359	GAI General American Investors New York	$49.2M	-$1.74M	2	2.78%	Reduced
360	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$48.8M	+$538K	3	0.38%	Increased
361	Oregon Public Employees Retirement Fund Tigard, Oregon	$48.7M	+$54K	8	0.62%	Increased
362	AIM Avity Investment Management Greenwich, Connecticut	$48.7M	-$1.32M	1	3.41%	Reduced
363	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$48.5M	+$3.75M	7	0.19%	Increased
364	Capital Analysts LLC Fort Washington, Pennsylvania	$48.5M	+$1.47M	4	1.34%	Increased
365	Obermeyer Wealth Partners Aspen, Colorado	$48.3M	-$1.7M	1	2.21%	Reduced
366	QRG Capital Management Chicago, Illinois	$48.2M	+$6.14M	4	0.54%	Increased
367	Nissay Asset Management Tokyo, Japan	$48.2M	+$446K	3	0.25%	Increased
368	GAMCO Investors Greenwich, Connecticut	$48.1M	-$692K	8	0.46%	Reduced
369	Westwood Holdings Group Dallas, Texas	$47.7M	+$3.56M	3	0.39%	Increased
370	Life Cycle Investment Partners London,	$47.1M	+$47.9M	1	0.33%	New
371	Sapient Capital Indianapolis, Indiana	$47.1M	-$1.3M	3	0.66%	Reduced
372	Fiduciary Trust Boston, Massachusetts	$46.5M	-$664K	4	0.53%	Reduced
373	Daymark Wealth Partners Cincinnati, Ohio	$46.3M	+$555K	4	1.48%	Increased
374	CET Clean Energy Transition London, United Kingdom	$45.9M	+$49.4K	1	3.83%	Increased
375	Pinnacle Financial Partners (Georgia) Atlanta, Georgia	$45.6M	+$43.8M	3	0.34%	New