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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
551	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$25.9M	-$368K	2	2.33%	Reduced
552	Bleakley Financial Group Fairfield, New Jersey	$25.8M	+$5.98M	5	0.33%	Increased
553	CTA Chesley Taft & Associates Chicago, Illinois	$25.7M	-$453K	4	1%	Reduced
554	Badgley Phelps Wealth Managers Seattle, Washington	$25.7M	-$2.21M	3	0.45%	Reduced
555	SAM Synergy Asset Management Vancouver, Washington	$25.5M	+$23.4M	2	2.41%	Increased
556	AHC Adell Harriman & Carpenter Houston, Texas	$25.3M	+$1.44M	2	1.3%	Increased
557	ATC Argent Trust Co Nashville, Tennessee	$25.3M	+$89.4K	4	0.73%	Increased
558	WCM Windward Capital Management Los Angeles, California	$25.2M	-$129K	1	1.91%	Reduced
559	Illinois Municipal Retirement Fund Oak Brook, Illinois	$25.2M	-$542K	6	0.28%	Reduced
560	Choreo LLC Rockford, Illinois	$25.2M	+$354K	5	0.28%	Increased
561	TIAA-CREF Individual & Institutional Services New York	$25.1M	+$58.9K	4	0.09%	Increased
562	Crossmark Global Holdings Houston, Texas	$24.8M	+$1.68M	5	0.32%	Increased
563	CC Cadinha & Co Honolulu, Hawaii	$24.7M	+$159K	2	3.65%	Increased
564	Anchor Capital Advisors Boston, Massachusetts	$24.6M	-$1.39M	1	0.69%	Reduced
565	LTI Laffer Tengler Investments Nashville, Tennessee	$24.5M	+$147K	2	3.13%	Increased
566	Park Avenue Securities New York	$24.4M	-$716K	4	0.15%	Reduced
567	Kentucky Retirement Systems Frankfort, Kentucky	$24.3M	-$1.65M	4	0.6%	Reduced
568	Vestmark Advisory Solutions Wakefield, Massachusetts	$24.2M	-$1.43M	6	0.23%	Reduced
569	Glenview Trust Louisville, Kentucky	$24.2M	+$358K	2	0.33%	Increased
570	Natixis Paris, France	$24M	-$71.6M	5	0.1%	Reduced
571	TS Tamar Securities Woodland Hills, California	$24M	-$1.5M	1	2.24%	Reduced
572	Advisors Asset Management Monument, Colorado	$23.9M	-$16.1M	6	0.36%	Reduced
573	HWAM Hennion & Walsh Asset Management Parsippany, New Jersey	$23.9M	+$2.82M	5	0.68%	Increased
574	SLG Stanley-Laman Group Berwyn, Pennsylvania	$23.9M	-$883K	3	2.43%	Reduced
575	Norinchukin Bank Tokyo, Japan	$23.7M	-$1.29M	3	0.23%	Reduced