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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	VAS Valicenti Advisory Services Elmira, New York	$13M	+$82.5K	2	3.24%	Increased
552	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$13M	+$633K	1	1.47%	Increased
553	Phoenix Financial Givatayim, Israel	$13M	+$1.3M	1	0.21%	Increased
554	Penserra Capital Management Orinda, California	$12.9M	-$6.43M	4	0.28%	Reduced
555	SouthState Corp Winter Haven, Florida	$12.9M	-$176K	4	1%	Reduced
556	SAM Shell Asset Management The Hague, Netherlands	$12.8M	+$1.81M	6	0.26%	Increased
557	HWAM Hennion & Walsh Asset Management Parsippany, New Jersey	$12.8M	+$809K	3	0.63%	Increased
558	CEI Clark Estates Inc New York	$12.8M	-$5.54M	1	1.87%	Reduced
559	NP NS Partners London, United Kingdom	$12.8M	-$147K	1	0.6%	Reduced
560	Engineers Gate Manager New York	$12.6M	+$7.73M	5	0.57%	Increased
561	KCM Kanawha Capital Management Richmond, Virginia	$12.6M	+$15.3K	2	1.06%	Increased
562	CCT Country Club Trust Kansas City, Missouri	$12.6M	-$121K	1	0.99%	Reduced
563	AP Appleton Partners Boston, Massachusetts	$12.5M	+$1.91M	2	0.94%	Increased
564	NewEdge Advisors New Orleans, Louisiana	$12.4M	+$6.6M	4	0.19%	Increased
565	Cullen/Frost Bankers San Antonio, Texas	$12.3M	-$263K	5	0.23%	Reduced
566	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$12.3M	-$250K	5	0.24%	Reduced
567	SCA Snowden Capital Advisors New York	$12.3M	-$1.65M	6	0.63%	Reduced
568	Congress Asset Management Boston, Massachusetts	$12.3M	-$90.7M	2	0.09%	Reduced
569	MIM Martin Investment Management Palm Beach Gardens, Florida	$12.2M	-$80.7K	2	3.03%	Reduced
570	SAI Systematic Alpha Investments Princeton, New Jersey	$12.2M	-$21.7K	2	0.57%	Reduced
571	KTA Keeley-Teton Advisors Chicago, Illinois	$12.2M	-$1.8M	2	1.29%	Reduced
572	CAC Core Alternative Capital Peachtree Corners, Georgia	$12.2M	+$416K	3	2.45%	Increased
573	Axa Paris, France	$12.1M	+$2.33M	4	0.03%	Increased
574	SCA Stokes Capital Advisors Greenwood, South Carolina	$12.1M	+$808K	3	3.59%	Increased
575	Brown Brothers Harriman & Co New York	$12M	+$2.54M	5	0.07%	Increased