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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	KP Kiltearn Partners Edinburgh, United Kingdom	$19.7M	-$1.93M	1	1.55%	Reduced
377	Advisors Asset Management Monument, Colorado	$19.6M	-$532K	6	0.42%	Reduced
378	Daiwa Securities Group Tokyo, Japan	$19.6M	+$1.82M	4	0.14%	Increased
379	Capital Fund Management (CFM) Paris, France	$19.5M	+$18.7M	3	0.07%	Increased
380	Steward Partners Investment Advisory New York	$19.2M	-$77K	7	0.3%	Reduced
381	Ancora Advisors Cleveland, Ohio	$19.2M	-$13.7M	5	0.51%	Reduced
382	VV Verity & Verity Beaufort, South Carolina	$19.2M	+$1.49M	2	2.4%	Increased
383	Quadrature Capital London, United Kingdom	$19.1M	+$19.4M	6	0.39%	Increased
384	Atria Wealth Solutions New York	$18.6M	-$227K	4	0.26%	Reduced
385	South Dakota Investment Council Sioux Falls, South Dakota	$18.6M	+$1.83M	4	0.42%	Increased
386	FM Freemont Management Vaud, Switzerland	$18.5M	+$13.8M	1	2.76%	Increased
387	Liontrust Investment Partners London, United Kingdom	$18.4M	+$2.86M	1	0.29%	Increased
388	Cantor Fitzgerald New York	$18.4M	-$1.72M	1	0.49%	Reduced
389	Todd Asset Management Louisville, Kentucky	$18.4M	-$35.4M	1	0.44%	Reduced
390	CCP Clough Capital Partners Boston, Massachusetts	$18.3M	-$26.4M	1	1.97%	Reduced
391	Salem Investment Counselors Winston Salem, North Carolina	$18.3M	+$1.24M	4	0.7%	Increased
392	ACM American Capital Management New York	$18.3M	-$2.98K	1	0.7%	Reduced
393	BDWCC B&D White Capital Company Lakeway, Texas	$18.1M	+$18.6M	3	6.76%	Increased
394	SFM Systematic Financial Management Teaneck, New Jersey	$18M	+$136K	3	0.58%	Increased
395	MAM Mastrapasqua Asset Management Nashville, Tennessee	$17.9M	+$569K	3	2.1%	Increased
396	Railway Pension Investments London, United Kingdom	$17.7M	-$395K	1	0.19%	Reduced
397	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$17.7M	+$49.8K	1	1.86%	Increased
398	CDH Charles D. Hyman	$17.7M	-$42.6K	3	1.15%	Reduced
399	Raymond James Trust St. Petersburg, Florida	$17.5M	-$1.55M	5	0.52%	Reduced
400	BOK Financial Tulsa, Oklahoma	$17.3M	-$2.79M	4	0.38%	Reduced