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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
451	Cetera Investment Advisers Schaumburg, Illinois	$18.1M	-$263K	5	0.29%	Reduced
452	CDH Charles D. Hyman	$18M	-$10.7K	3	1.26%	Reduced
453	CA CapWealth Advisors Franklin, Tennessee	$17.9M	+$836K	1	1.96%	Increased
454	DCM Dupont Capital Management Wilmington, Delaware	$17.8M	-$6.94M	3	0.56%	Reduced
455	Paradigm Capital Management Inc Albany, New York	$17.8M	-$789K	2	0.91%	Reduced
456	TCW Group Los Angeles, California	$17.8M	-$1.63M	1	0.05%	Reduced
457	CC Cypress Capital Franklin, Tennessee	$17.7M	+$16.5M	2	2.25%	Increased
458	First Horizon Advisors Memphis, Tennessee	$17.7M	+$6.45M	7	0.58%	Increased
459	ZCM Ziegler Capital Management Chicago, Illinois	$17.5M	-$1.07M	4	0.63%	Reduced
460	GW & Wade Wellesley, Massachusetts	$17.5M	+$94.9K	2	0.83%	Increased
461	Sit Investment Associates Minneapolis, Minnesota	$17.5M	-$642K	3	0.45%	Reduced
462	Independent Advisor Alliance Charlotte, North Carolina	$17.5M	+$106K	4	0.97%	Increased
463	SCA Stillwater Capital Advisors Devon, Pennsylvania	$17.4M	-$116K	1	2.86%	Reduced
464	Nicholas Company Milwaukee, Wisconsin	$17.4M	+$1.14K	1	0.31%	Increased
465	Prospera Financial Services Dallas, Texas	$17.3M	+$437K	4	0.86%	Increased
466	First Merchants Corp Muncie, Indiana	$17.3M	-$120K	2	1.1%	Reduced
467	HFS Haverford Financial Services Radnor, Pennsylvania	$17.3M	-$37.4K	1	4.21%	Reduced
468	Schonfeld Strategic Advisors New York	$17.3M	-$3.74M	4	0.18%	Reduced
469	AO Advisor OS Chicago, Illinois	$17.2M	-$22.2K	2	3.74%	Reduced
470	Thompson Siegel & Walmsley Richmond, Virginia	$17.1M	+$7.82K	4	0.25%	Increased
471	Tudor Investment Corp Stamford, Connecticut	$17M	+$8.68M	3	0.28%	Increased
472	MC Moors & Cabot Boston, Massachusetts	$17M	+$1.89M	5	1.07%	Increased
473	DZ Bank Frankfurt Am Main, Germany	$17M	-$1.14M	1	0.03%	Reduced
474	New Mexico Educational Retirement Board Santa Fe, New Mexico	$16.9M	-$429K	5	0.59%	Reduced
475	Busey Bank Urbana, Illinois	$16.9M	+$1.15M	3	0.68%	Increased