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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
501	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$18.4M	-$348K	2	0.8%	Reduced
502	PAM Palisade Asset Management Minneapolis, Minnesota	$18.2M	-$8.32K	2	1.85%	Reduced
503	Lockheed Martin Investment Management Bethesda, Maryland	$18.2M	+$2.44M	2	0.73%	Increased
504	Atria Wealth Solutions New York	$18.1M	-$2.8M	4	0.2%	Reduced
505	Natixis Paris, France	$18.1M	-$11.4M	3	0.11%	Reduced
506	AL Arnhold LLC New York	$18.1M	-$12.4M	1	1.78%	Reduced
507	FVCM F&V Capital Management Boca Raton, Florida	$18M	+$114K	1	4.74%	Increased
508	Illinois Municipal Retirement Fund Oak Brook, Illinois	$17.9M	+$9.25M	5	0.25%	Increased
509	Crossmark Global Holdings Houston, Texas	$17.8M	-$5.11M	4	0.33%	Reduced
510	TS Tamar Securities Woodland Hills, California	$17.8M	+$2.32M	1	2.45%	Increased
511	Kentucky Retirement Systems Frankfort, Kentucky	$17.8M	-$261K	3	0.52%	Reduced
512	APSI Asset Planning Services Inc Covington, Louisiana	$17.8M	+$281K	3	8.65%	Increased
513	TCOV Trust Company of Vermont Brattleboro, Vermont	$17.7M	-$349K	4	0.86%	Reduced
514	Kornitzer Capital Management Shawnee Mission, Kansas	$17.7M	-$166K	4	0.35%	Reduced
515	Capital Investment Advisors Atlanta, Georgia	$17.6M	+$20.1K	3	0.36%	Increased
516	Wilmington Savings Fund Society Wilmington, Delaware	$17.5M	+$1.17M	7	0.32%	Increased
517	WC Woodstock Corp Boston, Massachusetts	$17.5M	-$29.6K	1	1.69%	Reduced
518	LDB Lee, Danner & Bass Nashville, Tennessee	$17.4M	+$49.8K	3	1.38%	Increased
519	CCP Clifford Capital Partners Alpine, Utah	$17.4M	-$681K	1	3.62%	Reduced
520	CB Cadence Bank Tupelo, Mississippi	$17.2M	-$71.5K	1	1.16%	Reduced
521	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$17.1M	+$579K	2	1.82%	Increased
522	Intact Investment Management Montreal, Quebec, Canada	$17M	-$8.98M	3	0.6%	Reduced
523	Gulf International Bank (UK) London, United Kingdom	$17M	-$231K	3	0.43%	Reduced
524	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$17M	+$995K	2	0.06%	Increased
525	GWM GDS Wealth Management Flower Mound, Texas	$17M	+$695K	2	1.55%	Increased