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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
476	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$17.3M	-$3.52M	3	0.65%	Reduced
477	Venture Visionary Partners Sylvania, Ohio	$17.3M	+$143K	2	1.02%	Increased
478	TCM Telos Capital Management San Diego, California	$17.2M	+$397K	3	2.3%	Increased
479	LBP AM Paris, France	$17.2M	+$7.54M	2	0.41%	Increased
480	NAM Nexpoint Asset Management Dallas, Texas	$17.2M	-$26M	1	2.51%	Reduced
481	Stonegate Investment Group Birmingham, Alabama	$17.1M	-$67K	3	0.61%	Reduced
482	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$17M	-$1.2M	2	1.11%	Reduced
483	MDSL M.D. Sass LLC New York	$17M	-$9.21M	1	2.26%	Reduced
484	BCP Blue Chip Partners Farmington Hills, Michigan	$17M	+$1.23M	2	1.93%	Increased
485	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$16.9M	+$2.71M	3	0.22%	Increased
486	JWM JGP Wealth Management Bend, Oregon	$16.9M	-$155K	3	2.76%	Reduced
487	Independent Advisor Alliance Charlotte, North Carolina	$16.8M	-$412K	4	0.74%	Reduced
488	CA Cornerstone Advisors Asheville, North Carolina	$16.8M	$0	1	0.8%	Maintained
489	Brookfield Corp Toronto, Ontario, Canada	$16.8M	-$1.96M	2	0.07%	Reduced
490	VIP Vantage Investment Partners Kansas City, Missouri	$16.8M	+$4.3M	2	2.18%	Increased
491	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$16.8M	+$109K	2	2.47%	Increased
492	NewEdge Advisors New Orleans, Louisiana	$16.7M	+$251K	7	0.19%	Increased
493	CC Cannell & Co New York	$16.7M	+$963K	3	0.55%	Increased
494	HI Hendershot Investments Centreville, Virginia	$16.7M	+$146K	2	2.69%	Increased
495	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$16.6M	-$2.74M	1	0.87%	Reduced
496	Avantax Advisory Services Dallas, Texas	$16.5M	+$663K	4	0.19%	Increased
497	Williams Jones Wealth Management New York	$16.5M	-$511K	3	0.25%	Reduced
498	Wedge Capital Management Charlotte, North Carolina	$16.5M	-$3.3M	3	0.26%	Reduced
499	O'Shaughnessy Asset Management Stamford, Connecticut	$16.5M	-$14.7M	6	0.24%	Reduced
500	E Ergoteles New York	$16.4M	+$3.03M	4	0.79%	Increased