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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
526	SL Summitry LLC Foster City, California	$7.79M	+$7.87M	1	1.22%	New
527	LDB Lee, Danner & Bass Nashville, Tennessee	$7.77M	+$7.85M	1	1.13%	New
528	TAM Taurus Asset Management New York	$7.75M	+$7.83M	1	1.84%	New
529	Veritable Wilmington, Delaware	$7.72M	+$7.76M	3	0.19%	New
530	EIM Emerson Investment Management Boston, Massachusetts	$7.67M	+$7.75M	1	1.78%	New
531	CA Cullinan Associates Louisville, Kentucky	$7.56M	+$7.53M	2	1.02%	New
532	GIM Groesbeck Investment Management Paramus, New Jersey	$7.54M	+$7.44M	2	3.18%	New
533	Cohen & Steers New York	$7.53M	+$7.61M	1	0.02%	New
534	HAM Highstreet Asset Management London, Ontario, Canada	$7.51M	+$7.46M	2	1.6%	New
535	Capital International Sarl Los Angeles, California	$7.5M	+$7.58M	1	0.53%	New
536	FCI Financial Counselors Inc Overland Park, Kansas	$7.46M	+$7.52M	2	0.62%	New
537	Highbridge Capital Management New York	$7.35M	+$7.36M	4	0.07%	New
538	First Merchants Corp Muncie, Indiana	$7.33M	+$7.27M	2	2.6%	New
539	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$7.31M	+$7.43M	2	3.17%	New
540	HR Howe & Rusling Rochester, New York	$7.29M	+$7.37M	2	2.03%	New
541	SLF Sun Life Financial Toronto, Ontario, Canada	$7.27M	+$7.34M	1	0.61%	New
542	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$7.2M	+$7.28M	1	2.82%	New
543	Busey Bank Urbana, Illinois	$7.16M	+$7.24M	1	1.2%	New
544	ST Stifel Trust St. Louis, Missouri	$7.14M	+$7.21M	3	1.48%	New
545	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$7.13M	+$7.14M	3	0.43%	New
546	WAM Wood Asset Management Sarasota, Florida	$7.13M	+$7.21M	1	1.9%	New
547	SAM Scopus Asset Management New York	$7.11M	+$7.25M	2	0.2%	New
548	M MOTCO San Antonio, Texas	$7.08M	+$7.15M	2	0.9%	New
549	Zacks Investment Management Chicago, Illinois	$7.04M	+$7.08M	2	0.32%	New
550	Cullen/Frost Bankers San Antonio, Texas	$7.01M	+$7.07M	2	0.37%	New