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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	Ethic Inc New York	$23.8M	+$1.94M	5	0.39%	Increased
527	GPSPJS General Pension Society PZU Joint Stock Warsaw, Poland	$23.8M	$0	1	5.75%	Maintained
528	Callan Family Office Radnor, Pennsylvania	$23.7M	-$203K	7	0.76%	Reduced
529	Dana Investment Advisors Waukesha, Wisconsin	$23.6M	-$150K	4	0.69%	Reduced
530	SAI Systematic Alpha Investments Princeton, New Jersey	$23.5M	$0	2	0.77%	Maintained
531	WCM Windward Capital Management Los Angeles, California	$23.4M	-$131K	1	1.87%	Reduced
532	MVP Medina Value Partners Los Angeles, California	$23.4M	+$833K	1	5.47%	Increased
533	Savant Capital Rockford, Illinois	$23.3M	+$2.26M	5	0.14%	Increased
534	Concurrent Investment Advisors Tampa, Florida	$23.2M	+$1.18M	4	0.4%	Increased
535	AE Wealth Management Topeka, Kansas	$23.2M	+$855K	4	0.15%	Increased
536	Envestnet Portfolio Solutions Chicago, Illinois	$23.2M	-$4.02M	5	0.09%	Reduced
537	Kentucky Retirement Systems Frankfort, Kentucky	$23.1M	-$479K	4	0.64%	Reduced
538	CSM Advisors Warrendale, Pennsylvania	$22.9M	-$491K	1	0.64%	Reduced
539	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$22.9M	+$10.3M	4	0.84%	Increased
540	Bridgeway Capital Management Houston, Texas	$22.9M	-$538K	1	0.49%	Reduced
541	AIA Group Hong Kong	$22.9M	+$10.8M	3	0.4%	Increased
542	Choreo LLC Rockford, Illinois	$22.8M	+$1.23M	7	0.3%	Increased
543	BNP Paribas Asset Management Paris, France	$22.6M	-$9.48M	7	0.06%	Reduced
544	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$22.5M	-$182K	2	0.95%	Reduced
545	South Dakota Investment Council Sioux Falls, South Dakota	$22.4M	-$4.22M	4	0.44%	Reduced
546	EI EAM Investors Solana Beach, California	$22.4M	+$1.96M	3	2.57%	Increased
547	Jump Financial Chicago, Illinois	$22.3M	-$17.4M	7	0.27%	Reduced
548	EIM Essex Investment Management Boston, Massachusetts	$22.3M	-$6.81M	1	3.41%	Reduced
549	Norinchukin Bank Tokyo, Japan	$22.3M	+$809K	3	0.3%	Increased
550	Lockheed Martin Investment Management Bethesda, Maryland	$22.2M	-$772K	2	0.82%	Reduced