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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	SCA Stillwater Capital Advisors Devon, Pennsylvania	$26.1M	-$96.1K	1	3.32%	Reduced
452	Meyer Handelman Company Rye Brook, New York	$26.1M	-$1.21M	1	0.86%	Reduced
453	KCM Kanawha Capital Management Richmond, Virginia	$26.1M	+$141K	3	1.93%	Increased
454	NIG NFJ Investment Group Dallas, Texas	$25.9M	-$12.1M	2	0.9%	Reduced
455	CET Clean Energy Transition London, United Kingdom	$25.7M	+$26.1M	1	2.06%	New
456	AO Advisor OS Chicago, Illinois	$25.5M	+$98K	2	2.51%	Increased
457	NEOS Investment Management Westport, Connecticut	$25.5M	+$5.3M	4	0.32%	Increased
458	Johnson Investment Counsel Cincinnati, Ohio	$25.4M	-$3.89M	3	0.23%	Reduced
459	MLL Moody Lynn & Lieberson Boston, Massachusetts	$25.3M	+$8.63M	3	1.46%	Increased
460	Shelton Capital Management Denver, Colorado	$25.3M	+$2.32M	4	0.58%	Increased
461	Ingalls & Snyder LLC New York	$25.3M	-$672K	3	0.9%	Reduced
462	Cary Street Partners Richmond, Virginia	$25.2M	-$550K	3	0.71%	Reduced
463	RCYC Richard C. Young & Co Newport, Rhode Island	$25.2M	+$136K	3	2.49%	Increased
464	SW SlateStone Wealth Jupiter, Florida	$25.1M	+$204K	4	2.35%	Increased
465	CA CapWealth Advisors Franklin, Tennessee	$24.9M	-$11.7M	1	2.45%	Reduced
466	NI Nuance Investments Kansas City, Missouri	$24.9M	+$10.7M	1	1.94%	Increased
467	Westwood Holdings Group Dallas, Texas	$24.8M	-$60.7M	3	0.18%	Reduced
468	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$24.5M	+$2.29M	8	0.45%	Increased
469	Atria Investments Charlotte, North Carolina	$24.5M	-$2.72M	6	0.29%	Reduced
470	Soros Fund Management New York	$24.5M	+$5.67M	2	0.31%	Increased
471	MC Moors & Cabot Boston, Massachusetts	$24.4M	-$370K	3	1.13%	Reduced
472	PP Patten & Patten Chattanooga, Tennessee	$24.3M	+$38.5K	2	1.58%	Increased
473	Allworth Financial Folsom, California	$24.3M	+$1.01M	8	0.12%	Increased
474	JWM JGP Wealth Management Bend, Oregon	$24.2M	-$62.2K	3	2.94%	Reduced
475	HCPC Hamilton Capital Partners (Canada) Toronto,	$24.2M	+$3.11M	1	1.24%	Increased