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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
426	Equitable Holdings New York	$40.6M	+$521K	4	0.24%	Increased
427	Wasatch Advisors Salt Lake City, Utah	$40.5M	+$30.7M	1	0.27%	New
428	Busey Bank Urbana, Illinois	$40.2M	+$736K	3	0.98%	Increased
429	CTI Community Trust & Investment Versailles, Kentucky	$40M	+$232K	2	2.06%	Increased
430	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$40M	-$2.08M	1	2.97%	Reduced
431	Hancock Whitney Gulfport, Mississippi	$39.9M	-$980K	3	0.66%	Reduced
432	NM NWI Management New York	$39.7M	+$17.1M	2	1.84%	Increased
433	TNB Thomasville National Bank Thomasville, Georgia	$39M	+$37.7M	1	2.14%	New
434	Silvercrest Asset Management New York	$39M	-$1.02M	5	0.26%	Reduced
435	Brinker Capital Investments Berwyn, Pennsylvania	$38.9M	-$2.5M	6	0.3%	Reduced
436	BFIM Beese Fulmer Investment Management Canton, Ohio	$38.8M	-$21.4K	2	2.24%	Reduced
437	Burney Company Reston, Virginia	$38.8M	-$1.68M	4	1.05%	Reduced
438	Merit Financial Group Alpharetta, Georgia	$38.6M	+$5.61M	6	0.24%	Increased
439	Elo Mutual Pension Insurance Espoo, Finland	$38.5M	+$34M	3	0.5%	Increased
440	Investment Management Corp of Ontario (IMCO) Toronto, Canada	$38.4M	-$5.64M	3	0.49%	Reduced
441	Braun Stacey Associates New York	$37.9M	+$1.57M	1	1.07%	Increased
442	Wealthfront Advisers Palo Alto, California	$37.8M	-$8.37M	4	0.07%	Reduced
443	FSA Franklin Street Advisors Chapel Hill, North Carolina	$37.6M	+$490K	1	2.1%	Increased
444	Venture Visionary Partners Sylvania, Ohio	$37.4M	+$2.45M	4	1.04%	Increased
445	Quadrature Capital London, United Kingdom	$37.4M	-$5.27M	5	0.32%	Reduced
446	NewEdge Advisors New Orleans, Louisiana	$37.1M	-$6.19M	8	0.11%	Reduced
447	Concurrent Investment Advisors Tampa, Florida	$36.8M	+$5.59M	4	0.31%	Increased
448	Covea Finance Paris, France	$36.6M	+$5.02M	1	1.16%	Increased
449	Private Advisor Group Morristown, New Jersey	$36.6M	-$5.83M	4	0.17%	Reduced
450	Canoe Financial Calgary, Alberta, Canada	$36.5M	+$567K	2	0.45%	Increased