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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
376	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$21.7M	+$20M	1	1.05%	New
377	TIA Tandem Investment Advisors Charleston, South Carolina	$21.7M	+$1.68M	1	2.33%	Increased
378	MAI Capital Management Independence, Ohio	$21.6M	-$1.91M	4	0.54%	Reduced
379	Peregrine Capital Management Minneapolis, Minnesota	$21.5M	-$4.34M	1	0.41%	Reduced
380	Kornitzer Capital Management Shawnee Mission, Kansas	$21.3M	-$2.19M	3	0.36%	Reduced
381	Gradient Investments Arden Hills, Minnesota	$21.3M	-$291K	3	0.9%	Reduced
382	MAMU Marathon Asset Management (UK) London, United Kingdom	$21M	-$791K	1	0.29%	Reduced
383	Covington Capital Management Los Angeles, California	$20.9M	+$187K	3	0.94%	Increased
384	Marshall Wace London, United Kingdom	$20.8M	-$16.1M	5	0.11%	Reduced
385	CIBC World Market Toronto, Ontario, Canada	$20.6M	-$39.5K	3	0.07%	Reduced
386	MML Investors Services Springfield, Massachusetts	$20.6M	+$1.77M	3	0.22%	Increased
387	Xponance Philadelphia, Pennsylvania	$20.5M	+$191K	5	0.45%	Increased
388	NCM Narwhal Capital Management Marietta, Georgia	$20.4M	+$532K	3	2.89%	Increased
389	Smith Salley Wealth Management Greensboro, North Carolina	$20.3M	+$816K	2	2.06%	Increased
390	Nissay Asset Management Tokyo, Japan	$20.2M	+$555K	3	0.3%	Increased
391	KBC Group Brussels, Belgium	$20M	-$732K	2	0.09%	Reduced
392	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$19.9M	+$789	3	0.6%	Increased
393	WAM Winslow Asset Management Beachwood, Ohio	$19.9M	-$517K	1	4.2%	Reduced
394	TIAA FSB Jacksonville, Florida	$19.8M	-$382K	2	0.07%	Reduced
395	RT Rockland Trust Hanover, Massachusetts	$19.7M	-$19.5K	2	1.53%	Reduced
396	CK Cohen Klingenstein New York	$19.7M	-$29.6K	2	0.99%	Reduced
397	Cullen/Frost Bankers San Antonio, Texas	$19.6M	-$16.4M	3	0.45%	Reduced
398	Carnegie Investment Counsel Pepper Pike, Ohio	$19.6M	-$71.5K	2	0.88%	Reduced
399	VCM Vigilant Capital Management Portland, Maine	$19.4M	-$10.2M	2	1.86%	Reduced
400	Kestra Advisory Services Austin, Texas	$19.4M	+$7.52M	5	0.23%	Increased