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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	PAM Palisade Asset Management Minneapolis, Minnesota	$16.5M	+$441K	2	1.8%	Increased
452	SM Soapstone Management Bethesda, Maryland	$16.5M	-$958K	1	9%	Reduced
453	ExodusPoint Capital Management New York	$16.3M	-$12.2M	1	0.11%	Reduced
454	Envestnet Portfolio Solutions Chicago, Illinois	$16.3M	-$38.2K	4	0.07%	Reduced
455	QRG Capital Management Chicago, Illinois	$16.2M	-$2.03M	4	0.24%	Reduced
456	NP NS Partners London, United Kingdom	$16.2M	-$55.3K	1	0.79%	Reduced
457	TNB Thomasville National Bank Thomasville, Georgia	$16.1M	+$371K	1	1.43%	Increased
458	WhitTier Trust Company Reno, Nevada	$16.1M	-$110K	4	0.51%	Reduced
459	Schonfeld Strategic Advisors New York	$16M	-$29.3M	3	0.11%	Reduced
460	SAM Scopus Asset Management New York	$16M	+$14.3M	1	0.4%	New
461	Avantax Advisory Services Dallas, Texas	$16M	-$804K	5	0.16%	Reduced
462	Ingalls & Snyder LLC New York	$16M	+$806K	2	0.72%	Increased
463	Kodai Capital Management Chicago, Illinois	$15.9M	+$14.1M	1	0.32%	New
464	Carson Wealth (CWM LLC) Omaha, Nebraska	$15.9M	-$6.86M	8	0.09%	Reduced
465	Chartwell Investment Partners Berywn, Pennsylvania	$15.8M	+$7.93M	2	0.56%	Increased
466	BOK Financial Tulsa, Oklahoma	$15.8M	-$2.61M	4	0.31%	Reduced
467	CK Cohen Klingenstein New York	$15.8M	$0	2	0.64%	Maintained
468	Stephens Inc Little Rock, Arkansas	$15.7M	+$1.08M	4	0.27%	Increased
469	Walleye Trading New York	$15.7M	+$8.21M	5	0.03%	Increased
470	PR Payden & Rygel Los Angeles, California	$15.6M	+$13.9M	1	1.09%	New
471	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$15.6M	+$898K	4	0.48%	Increased
472	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$15.5M	-$3.12M	3	0.18%	Reduced
473	SCA Stillwater Capital Advisors Devon, Pennsylvania	$15.5M	-$15.3K	1	2.49%	Reduced
474	MDSL M.D. Sass LLC New York	$15.4M	-$3.7M	1	1.86%	Reduced
475	Venture Visionary Partners Sylvania, Ohio	$15.4M	+$216K	2	0.81%	Increased