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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	Emerald Advisers Leola, Pennsylvania	$20M	+$3.31M	2	1.03%	Increased
402	First National Bank of Omaha Omaha, Nebraska	$19.9M	-$461K	1	1.3%	Reduced
403	Atria Wealth Solutions New York	$19.7M	+$1.54M	4	0.34%	Increased
404	MAM Mastrapasqua Asset Management Nashville, Tennessee	$19.6M	+$449K	2	2.83%	Increased
405	CDH Charles D. Hyman	$19.5M	-$641K	3	1.5%	Reduced
406	ACM Alta Capital Management Salt Lake City, Utah	$19.5M	-$161K	1	1.53%	Reduced
407	SAM Securian Asset Management St Paul, Minnesota	$19.4M	-$44.7K	5	0.58%	Reduced
408	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$19.2M	+$66.9K	1	2.26%	Increased
409	VV Verity & Verity Beaufort, South Carolina	$18.9M	+$978K	2	3.04%	Increased
410	Tower Research Capital (TRC) New York	$18.7M	+$5.68M	9	0.3%	Increased
411	AL Arnhold LLC New York	$18.7M	+$16.6K	2	2.51%	Increased
412	ELC Edgar Lomax Company Kingstowne, Virginia	$18.5M	-$122K	1	1.28%	Reduced
413	Meyer Handelman Company Rye Brook, New York	$18.5M	+$114K	2	0.86%	Increased
414	Swiss Life Asset Management Zurich,	$18.5M	-$1.3M	1	0.32%	Reduced
415	Gratus Capital Atlanta, Georgia	$18.4M	+$2.01M	2	1.95%	Increased
416	Lazard Asset Management New York	$18.4M	-$18.3M	5	0.03%	Reduced
417	Markel Group Glen Allen, Virginia	$18.3M	$0	1	0.27%	Maintained
418	Prime Capital Investment Advisors Overland Park, Kansas	$18.3M	+$5.84M	2	1.05%	Increased
419	First Horizon Advisors Memphis, Tennessee	$18.2M	+$941K	6	0.73%	Increased
420	RA Rovida Advisors Fort Lauderdale, Florida	$18.2M	$0	1	8.47%	Maintained
421	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$18.2M	-$7.48K	6	0.53%	Reduced
422	Crossmark Global Holdings Houston, Texas	$18.1M	-$1.11M	5	0.5%	Reduced
423	CC Cannell & Co New York	$18.1M	+$7.76M	3	0.69%	Increased
424	Kentucky Retirement Systems Frankfort, Kentucky	$17.9M	+$880K	3	0.76%	Increased
425	Salem Investment Counselors Winston Salem, North Carolina	$17.9M	+$579K	4	0.82%	Increased