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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	Verition Fund Management Greenwich, Connecticut	$43.3M	-$11.4M	6	0.28%	Reduced
427	U.S. Capital Wealth Advisors Austin, Texas	$43.3M	+$5.37M	4	1.09%	Increased
428	Markel Group Glen Allen, Virginia	$43.2M	$0	1	0.36%	Maintained
429	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$42.8M	+$428K	1	3.47%	Increased
430	Ghisallo Capital Management Boston, Massachusetts	$42.3M	+$38.4M	1	1.17%	Increased
431	Sanctuary Advisors Indianapolis, Indiana	$42.3M	+$1.16M	4	0.23%	Increased
432	Capital Group Private Client Services Los Angeles, California	$42M	-$15.2M	2	0.71%	Reduced
433	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$41.9M	-$1.52M	1	3.37%	Reduced
434	SIC Schwartz Investment Counsel Plymouth, Michigan	$41.8M	-$3.43M	2	1.49%	Reduced
435	Allstate Corporation Northbrook, Illinois	$41.6M	+$10.4M	4	0.44%	Increased
436	NCM Narwhal Capital Management Marietta, Georgia	$41.4M	-$3.76M	3	3.05%	Reduced
437	Canoe Financial Calgary, Alberta, Canada	$41.3M	+$1.13M	2	0.56%	Increased
438	CIP Champlain Investment Partners Burlington, Vermont	$41.3M	+$26.5M	2	0.52%	Increased
439	Loomis, Sayles & Company Boston, Massachusetts	$41.2M	-$20.2M	3	0.06%	Reduced
440	BFIM Beese Fulmer Investment Management Canton, Ohio	$41.2M	-$378K	2	2.64%	Reduced
441	VV Verity & Verity Beaufort, South Carolina	$41M	-$565K	1	3.06%	Reduced
442	RWA Wealth Partners Newton, Massachusetts	$40.7M	+$14.6K	2	0.45%	Increased
443	Equitable Holdings New York	$40.7M	+$22.4M	4	0.26%	Increased
444	MAM Mark Asset Management New York	$40.6M	-$2.48M	1	3.7%	Reduced
445	Busey Bank Urbana, Illinois	$40.4M	-$2.69K	3	1.1%	Reduced
446	Segall Bryant & Hamill Chicago, Illinois	$40.3M	+$11.8M	3	0.58%	Increased
447	Foundations Investment Advisors Phoenix, Arizona	$40.3M	+$13.6M	3	0.5%	Increased
448	SCM SKBA Capital Management San Francisco, California	$40.1M	-$6.93M	2	5.5%	Reduced
449	Prime Capital Investment Advisors Overland Park, Kansas	$40M	+$648K	4	0.46%	Increased
450	IFM Investors Melbourne, Australia	$40M	+$1.83M	3	0.33%	Increased