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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	Ilex Capital Partners London, United Kingdom	$47.8M	+$49.3M	1	1.18%	New
402	Clearstead Advisors Cleveland, Ohio	$47.4M	+$2.28M	6	0.43%	Increased
403	CET Clean Energy Transition London, United Kingdom	$47.3M	+$11M	1	3.08%	Increased
404	Investment Management Corp of Ontario (IMCO) Toronto, Canada	$47.2M	+$8.69M	3	0.61%	Increased
405	Hancock Whitney Gulfport, Mississippi	$47M	-$4.02M	3	0.82%	Reduced
406	Cullen/Frost Bankers San Antonio, Texas	$46.7M	+$1.46M	4	0.53%	Increased
407	Aptus Capital Advisors Fairhope, Alabama	$46.6M	-$14.4M	3	0.37%	Reduced
408	MUFG Securities EMEA London, United Kingdom	$46.5M	-$20M	3	0.69%	Reduced
409	Silvercrest Asset Management New York	$46.1M	-$12.9M	5	0.33%	Reduced
410	Private Advisor Group Morristown, New Jersey	$46M	-$80.1K	4	0.22%	Reduced
411	Brinker Capital Investments Berwyn, Pennsylvania	$45.6M	-$3.3M	7	0.39%	Reduced
412	WhitTier Trust Company Reno, Nevada	$45.6M	+$2.28M	5	0.94%	Increased
413	Quadrature Capital London, United Kingdom	$45.5M	+$11.3M	5	0.54%	Increased
414	HRT Financial New York	$45.3M	-$4.97M	6	0.11%	Reduced
415	Jefferies Financial Group New York	$45.3M	+$27.4M	4	0.31%	Increased
416	Macquarie Group Sydney, NSW 2000, Australia	$45.2M	-$19M	3	0.27%	Reduced
417	Kennedy Capital Management St Louis, Missouri	$45.1M	+$41.1M	4	0.96%	Increased
418	Salem Investment Counselors Winston Salem, North Carolina	$44.6M	+$175K	6	1.31%	Increased
419	Bridgeway Capital Management Houston, Texas	$44.2M	+$15M	2	0.89%	Increased
420	Advisors Asset Management Monument, Colorado	$44.1M	-$484K	6	0.73%	Reduced
421	GIA GHP Investment Advisors Denver, Colorado	$44M	+$312K	5	1.81%	Increased
422	Thornburg Investment Management Santa Fe, New Mexico	$43.7M	$0	1	0.45%	Maintained
423	Burney Company Reston, Virginia	$43.7M	-$3.85M	4	1.37%	Reduced
424	Tocqueville Asset Management New York	$43.5M	-$1.46M	2	0.65%	Reduced
425	CTI Community Trust & Investment Versailles, Kentucky	$43.4M	+$17.2K	2	2.36%	Increased