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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	Nicholas Company Milwaukee, Wisconsin	$35.5M	+$14.7M	2	0.59%	Increased
377	Royce & Associates New York	$35.4M	-$7.8M	3	0.36%	Reduced
378	Swiss Life Asset Management Zurich,	$35.2M	+$4.61M	4	0.21%	Increased
379	CTI Community Trust & Investment Versailles, Kentucky	$35.2M	-$720K	2	2.03%	Reduced
380	Clearstead Advisors Cleveland, Ohio	$35M	+$602K	7	0.49%	Increased
381	SCS Capital Management Boston, Massachusetts	$35M	+$20.4M	4	0.39%	Increased
382	Cullen/Frost Bankers San Antonio, Texas	$34.7M	+$1.6M	4	0.44%	Increased
383	VV Verity & Verity Beaufort, South Carolina	$34.6M	-$535K	1	2.97%	Reduced
384	Seven Grand Managers Bronxville, New York	$34.5M	+$28.2M	2	4.13%	New
385	FineMark National Bank & Trust Fort Myers, Florida	$34.5M	-$147K	3	1.17%	Reduced
386	NewEdge Advisors New Orleans, Louisiana	$34.3M	+$2.72M	8	0.18%	Increased
387	BGM Burkehill Global Management New York	$34.2M	+$28.9M	2	2.53%	New
388	Douglas Lane & Associates New York	$34.2M	-$3.77M	2	0.5%	Reduced
389	Tocqueville Asset Management New York	$34.2M	-$12.5M	2	0.52%	Reduced
390	Cartenna Capital Stamford, Connecticut	$33.9M	+$5.42M	1	1.2%	Increased
391	GCM Gladstone Capital Management London, United Kingdom	$33.9M	+$30.9M	1	3.49%	New
392	Salem Investment Counselors Winston Salem, North Carolina	$33.8M	+$483K	6	1.07%	Increased
393	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$33.8M	+$931K	6	0.15%	Increased
394	QRG Capital Management Chicago, Illinois	$33.6M	+$2.96M	4	0.29%	Increased
395	MAM Mark Asset Management New York	$33.5M	+$495K	1	2.61%	Increased
396	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$33.5M	-$25.8M	3	0.15%	Reduced
397	SIC Schwartz Investment Counsel Plymouth, Michigan	$32.9M	$0	1	1.08%	Maintained
398	Markel Group Glen Allen, Virginia	$32.7M	$0	1	0.28%	Maintained
399	Advisors Asset Management Monument, Colorado	$32.6M	+$1,000K	6	0.58%	Increased
400	Brinker Capital Investments Berwyn, Pennsylvania	$32.6M	+$1.78M	6	0.28%	Increased