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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	Private Advisor Group Morristown, New Jersey	$23.1M	-$543K	5	0.17%	Reduced
402	Schroder Investment Management Group London, United Kingdom	$23.1M	+$12.3M	3	0.03%	Increased
403	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$22.7M	+$20.7M	1	2.28%	New
404	Capital Analysts LLC Fort Washington, Pennsylvania	$22.6M	+$1.1M	3	1.06%	Increased
405	Grimes & Company Westborough, Massachusetts	$22.6M	+$742K	3	0.7%	Increased
406	PR Payden & Rygel Los Angeles, California	$22.5M	+$6.57M	1	1.06%	Increased
407	PRIG Payden & Rygel Investment Group Los Angeles, California	$22.5M	+$22.2M	1	1.06%	New
408	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$22.3M	-$1.07M	2	0.96%	Reduced
409	Bartlett & Co Wealth Management Cincinnati, Ohio	$22.1M	-$94.3K	5	0.34%	Reduced
410	BFIM Beese Fulmer Investment Management Canton, Ohio	$21.9M	+$83K	2	2.06%	Increased
411	Markel Group Glen Allen, Virginia	$21.8M	$0	1	0.22%	Maintained
412	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$21.8M	-$340K	4	0.16%	Reduced
413	Gotham Asset Management New York	$21.8M	+$2.34M	6	0.33%	Increased
414	Atria Wealth Solutions New York	$21.8M	-$1.7M	4	0.25%	Reduced
415	Fred Alger Management New York	$21.7M	-$2.17M	1	0.11%	Reduced
416	Vanguard Personalized Indexing Management Oakland, California	$21.6M	+$3.03M	6	0.46%	Increased
417	U.S. Capital Wealth Advisors Austin, Texas	$21.6M	-$414K	4	0.83%	Reduced
418	Los Angeles Capital Management Los Angeles, California	$21.4M	+$8.79M	5	0.07%	Increased
419	Crossmark Global Holdings Houston, Texas	$21.4M	+$70.2K	5	0.41%	Increased
420	LG LaFleur & Godfrey Grand Rapids, Michigan	$21.4M	-$686K	2	3.17%	Reduced
421	Liontrust Investment Partners London, United Kingdom	$21.3M	-$4.65M	1	0.3%	Reduced
422	Hantz Financial Services Southfield, Michigan	$21.2M	-$1.18M	5	0.41%	Reduced
423	Curi RMB Capital Chicago, Illinois	$21.2M	+$10.2M	3	0.49%	Increased
424	TIAA Trust, National Association Charlotte, North Carolina	$21.2M	+$434K	4	0.06%	Increased
425	Nicholas Company Milwaukee, Wisconsin	$21.1M	$0	1	0.35%	Maintained