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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
401	PWAG Polaris Wealth Advisory Group San Rafael, California	$25.8M	+$24.3M	1	1.72%	New
402	WCM Windward Capital Management Los Angeles, California	$25.5M	+$600K	1	2.73%	Increased
403	KC Kepos Capital New York	$25.5M	+$9.59M	1	2.4%	Increased
404	Creative Planning Overland Park, Kansas	$25.4M	-$15.4K	5	0.08%	Reduced
405	WC Wexford Capital West Palm Beach, Florida	$25.2M	+$25.1M	3	3.88%	New
406	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$24.8M	+$101K	3	0.84%	Increased
407	Meyer Handelman Company Rye Brook, New York	$24.8M	+$130K	2	1.19%	Increased
408	Nordea Investment Management Stockholm, Sweden	$24.5M	-$1.98M	2	0.05%	Reduced
409	Pinnacle Associates New York	$24.4M	+$410K	3	0.54%	Increased
410	SG Americas Securities New York	$24.3M	-$24.4M	7	0.22%	Reduced
411	Winton Group London, United Kingdom	$24.1M	-$34.6M	5	0.34%	Reduced
412	BHMP Bardin Hill Management Partners New York	$24.1M	+$4.57M	1	3.97%	Increased
413	AC Alleghany Corporation New York	$24.1M	+$24.6M	1	1.12%	New
414	Peregrine Capital Management Minneapolis, Minnesota	$24.1M	-$242K	2	0.61%	Reduced
415	Mirae Asset Global Investments Seoul, South Korea	$23.6M	+$10.3M	4	0.15%	Increased
416	LIA LS Investment Advisors Bloomfield Hills, Michigan	$23.4M	+$654K	7	1.26%	Increased
417	CIBC Asset Management Toronto, Ontario, Canada	$23.4M	-$404K	3	0.13%	Reduced
418	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$23.3M	+$12M	1	7.15%	Increased
419	Dai-ichi Life Insurance Company Tokyo, Japan	$23.2M	+$105K	3	0.52%	Increased
420	USAA United Services Automobile Association San Antonio, Texas	$23.1M	-$2.55M	2	0.26%	Reduced
421	CC Cadinha & Co Honolulu, Hawaii	$23M	+$547K	2	3.25%	Increased
422	ST Sabal Trust St. Petersburg, Florida	$22.9M	+$20.7M	3	1.82%	Increased
423	SW SVB Wealth Boston, Massachusetts	$22.9M	-$106K	3	0.42%	Reduced
424	SAM Securian Asset Management St Paul, Minnesota	$22.9M	-$551K	5	0.51%	Reduced
425	MAM Mastrapasqua Asset Management Nashville, Tennessee	$22.9M	-$105K	3	3.77%	Reduced