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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	Federated Hermes Pittsburgh, Pennsylvania	$23.1M	-$7.63M	6	0.07%	Reduced
377	Border to Coast Pensions Partnership Leeds, United Kingdom	$22.9M	$0	1	0.74%	Maintained
378	SCP Sandhill Capital Partners Buffalo, New York	$22.6M	-$1.15M	1	2.58%	Reduced
379	Thornburg Investment Management Santa Fe, New Mexico	$22.6M	+$618K	1	0.4%	Increased
380	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$22.6M	-$167K	3	0.73%	Reduced
381	Cantor Fitzgerald New York	$22.4M	-$8.43M	1	0.49%	Reduced
382	Xponance Philadelphia, Pennsylvania	$22.3M	+$4.29M	5	0.43%	Increased
383	INTECH Investment Management West Palm Beach, Florida	$22.3M	-$4.37M	4	0.17%	Reduced
384	AO Advisor OS Chicago, Illinois	$22.1M	+$8.91K	2	6.68%	Increased
385	Seizert Capital Partners Birmingham, Michigan	$21.8M	-$2.83M	1	1.23%	Reduced
386	First National Trust Hermitage, Pennsylvania	$21.7M	-$556K	2	1.26%	Reduced
387	Nippon Life Global Investors Americas New York	$21M	+$337K	1	1.48%	Increased
388	KL KGH Ltd Nassau, Bahamas	$21M	-$633K	1	1.62%	Reduced
389	ACM American Capital Management New York	$20.9M	-$122K	1	0.83%	Reduced
390	IFM Investors Melbourne, Australia	$20.8M	+$517K	3	0.38%	Increased
391	Walleye Trading New York	$20.8M	+$9.75M	4	0.06%	Increased
392	NC Nitorum Capital New York	$20.6M	+$22.8M	1	1.79%	New
393	Bartlett & Co Cincinnati, Ohio	$20.6M	-$60.3K	6	0.44%	Reduced
394	Bartlett & Co Wealth Management Cincinnati, Ohio	$20.6M	-$60.3K	6	0.44%	Reduced
395	PR Payden & Rygel Los Angeles, California	$20.6M	+$1M	1	1.21%	Increased
396	Raymond James Trust St. Petersburg, Florida	$20.3M	+$1.03M	4	0.76%	Increased
397	TA Teton Advisors Rye, New York	$20.3M	-$402K	1	4.91%	Reduced
398	Central Trust Company Jefferson City, Missouri	$20.3M	-$364K	5	0.69%	Reduced
399	Private Advisor Group Morristown, New Jersey	$20.2M	-$7.49M	4	0.23%	Reduced
400	AE Wealth Management Topeka, Kansas	$20.2M	+$4.76M	5	0.16%	Increased