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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	South Dakota Investment Council Sioux Falls, South Dakota	$22.7M	-$6.02M	3	0.51%	Reduced
402	AO Advisor OS Chicago, Illinois	$22.6M	+$1.96K	2	6.58%	Increased
403	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$22.5M	+$86.2K	1	2.56%	Increased
404	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$22.5M	-$2.93M	3	1.62%	Reduced
405	MAM Mastrapasqua Asset Management Nashville, Tennessee	$22.4M	-$745K	2	3.06%	Reduced
406	Crossmark Global Holdings Houston, Texas	$22.1M	+$186K	5	0.57%	Increased
407	CDH Charles D. Hyman	$22M	+$69.6K	3	1.6%	Increased
408	Liontrust Investment Partners London, United Kingdom	$22M	+$22M	1	0.31%	New
409	ELC Edgar Lomax Company Kingstowne, Virginia	$21.9M	+$610K	1	1.37%	Increased
410	SAM Securian Asset Management St Paul, Minnesota	$21.9M	-$261K	5	0.52%	Reduced
411	Raymond James Trust St. Petersburg, Florida	$21.8M	-$665K	5	0.78%	Reduced
412	Maryland State Retirement & Pension System Baltimore, Maryland	$21.7M	-$195K	5	0.7%	Reduced
413	Meyer Handelman Company Rye Brook, New York	$21.6M	-$157K	2	0.93%	Reduced
414	Markel Group Glen Allen, Virginia	$21.5M	$0	1	0.31%	Maintained
415	AL Arnhold LLC New York	$21.5M	+$7.74M	2	2.56%	Increased
416	Hood River Capital Management Palm Beach Gardens, Florida	$21.2M	+$1.29M	1	0.84%	Increased
417	VV Verity & Verity Beaufort, South Carolina	$21.1M	+$409K	2	3.23%	Increased
418	TA Teton Advisors Rye, New York	$21M	$0	1	4.44%	Maintained
419	Independent Advisor Alliance Charlotte, North Carolina	$20.8M	-$241K	4	1.16%	Reduced
420	WesBanco Bank Wheeling, West Virginia	$20.8M	-$412K	2	0.92%	Reduced
421	FBA Front Barnett Associates Chicago, Illinois	$20.7M	+$54.9K	2	2.52%	Increased
422	Natixis Paris, France	$20.7M	-$21.8M	4	0.07%	Reduced
423	Xponance Philadelphia, Pennsylvania	$20.6M	+$2.09M	5	0.41%	Increased
424	MKC M. Kraus & Co Shelburne, Vermont	$20.6M	-$85.2K	2	7.97%	Reduced
425	CA CapWealth Advisors Franklin, Tennessee	$20.4M	+$340K	1	2.47%	Increased