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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	Verition Fund Management Greenwich, Connecticut	$25.2M	-$26.4M	5	0.39%	Reduced
377	CGIM Capital Group Investment Management Raffles Quay, Singapore	$25.1M	+$23.5M	3	0.97%	New
378	Advisors Asset Management Monument, Colorado	$25.1M	-$3.14M	7	0.51%	Reduced
379	Atria Wealth Solutions New York	$25M	+$1.82M	4	0.4%	Increased
380	GL Governors Lane New York	$24.9M	+$22.1M	1	2.57%	New
381	OCM Osterweis Capital Management San Francisco, California	$24.9M	-$958K	2	1.8%	Reduced
382	Raymond James Trust St. Petersburg, Florida	$24.8M	+$772K	4	0.83%	Increased
383	TC Tairen Capital Hong Kong	$24.7M	+$23.7M	1	2.89%	New
384	Associated Banc-Corp Green Bay, Wisconsin	$24.4M	-$22.3M	3	1.01%	Reduced
385	Gratus Capital Atlanta, Georgia	$24.1M	+$1.4M	3	1.98%	Increased
386	VCM Vigilant Capital Management Portland, Maine	$23.8M	+$66.1K	3	2.03%	Increased
387	First National Bank of Omaha Omaha, Nebraska	$23.8M	-$743K	1	1.47%	Reduced
388	MAM Mastrapasqua Asset Management Nashville, Tennessee	$23.7M	+$541K	3	3.13%	Increased
389	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$23.7M	-$12.3K	1	2.64%	Reduced
390	Atria Investments Charlotte, North Carolina	$23.7M	+$2.71M	3	0.49%	Increased
391	Central Trust Company Jefferson City, Missouri	$23.6M	-$699K	5	0.73%	Reduced
392	VV Verity & Verity Beaufort, South Carolina	$23.6M	+$377K	2	3.08%	Increased
393	Bartlett & Co Wealth Management Cincinnati, Ohio	$23.6M	-$249K	5	0.47%	Reduced
394	Bartlett & Co Cincinnati, Ohio	$23.6M	-$249K	5	0.47%	Reduced
395	Daiwa Securities Group Tokyo, Japan	$23.6M	+$3.96M	3	0.18%	Increased
396	Wedge Capital Management Charlotte, North Carolina	$23.5M	-$4.89M	3	0.38%	Reduced
397	Maryland State Retirement & Pension System Baltimore, Maryland	$23.3M	+$20.8M	5	0.68%	Increased
398	TC TownSquare Capital Provo, Utah	$23.3M	+$2.92M	2	0.58%	Increased
399	CDH Charles D. Hyman	$23.2M	-$21.2K	3	1.58%	Reduced
400	AL Arnhold LLC New York	$22.9M	-$90.3K	2	2.81%	Reduced