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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	Daymark Wealth Partners Cincinnati, Ohio	$25.5M	+$693K	3	1.37%	Increased
377	Natixis Paris, France	$25.4M	+$23.7M	3	0.13%	Increased
378	Guggenheim Capital Chicago, Illinois	$25.2M	-$5.51M	6	0.18%	Reduced
379	Connectus Wealth Cincinnati, Ohio	$25M	-$3.39M	1	0.68%	Reduced
380	IFM Investors Melbourne, Australia	$24.9M	-$867K	3	0.27%	Reduced
381	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$24.8M	-$210K	1	2.15%	Reduced
382	VV Verity & Verity Beaufort, South Carolina	$24.7M	-$1.46M	2	2.76%	Reduced
383	ATI Act Two Investors Santa Cruz, California	$24.7M	+$213K	1	4.97%	Increased
384	CCP Clough Capital Partners Boston, Massachusetts	$24.7M	+$861K	2	2.71%	Increased
385	AO Advisor OS Chicago, Illinois	$24.6M	+$159K	2	2.83%	Increased
386	SW SVB Wealth Boston, Massachusetts	$24.3M	-$1.6M	3	0.54%	Reduced
387	Raymond James Trust St. Petersburg, Florida	$24.3M	+$1.12M	4	0.59%	Increased
388	CIBC World Markets New York	$24.3M	-$13.7M	3	0.16%	Reduced
389	Advisors Asset Management Monument, Colorado	$24.3M	+$278K	4	0.47%	Increased
390	Ancora Advisors Cleveland, Ohio	$24.1M	-$485K	5	0.55%	Reduced
391	TC TownSquare Capital Provo, Utah	$24.1M	+$602K	3	0.35%	Increased
392	CFIA Cantor Fitzgerald Investment Advisors New York	$24.1M	-$492K	1	1.79%	Reduced
393	Hudson Bay Capital Management Stamford, Connecticut	$24M	+$16.3M	2	0.13%	Increased
394	GIP Granite Investment Partners El Segundo, California	$24M	-$858K	2	0.91%	Reduced
395	RWA Wealth Partners Newton, Massachusetts	$23.8M	-$451K	2	0.32%	Reduced
396	Moran Wealth Management Naples, Florida	$23.7M	+$1.06M	2	0.77%	Increased
397	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$23.7M	-$23.7M	1	1.92%	Reduced
398	Salem Investment Counselors Winston Salem, North Carolina	$23.3M	+$806K	5	0.76%	Increased
399	Oregon Public Employees Retirement Fund Tigard, Oregon	$23.2M	-$14.4M	6	0.46%	Reduced
400	Holocene Advisors New York	$23.2M	+$8.51M	4	0.09%	Increased