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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
576	SIM Sentry Investment Management Stevens Point, Wisconsin	$10.2M	-$4.28M	3	0.71%	Reduced
577	GIM Goelzer Investment Management Carmel, Indiana	$10.2M	+$4.02M	2	0.96%	Increased
578	First Allied Advisory Services San Diego, California	$10.1M	+$445K	4	0.35%	Increased
579	Meitav Investment House Bene-Beraq, Israel	$9.94M	-$1.5M	3	0.56%	Reduced
580	SouthState Corp Winter Haven, Florida	$9.92M	-$303K	3	1.02%	Reduced
581	WPIC White Pine Investment Company Livonia, Michigan	$9.9M	-$80.1K	2	4.96%	Reduced
582	Chilton Capital Management Houston, Texas	$9.9M	+$347K	2	0.88%	Increased
583	TAM Taurus Asset Management New York	$9.87M	+$9.24M	1	1.38%	New
584	NRS Neville Rodie & Shaw New York	$9.85M	+$128K	1	1.04%	Increased
585	Mirae Asset Global Investments Seoul, South Korea	$9.79M	-$1.11M	4	0.07%	Reduced
586	TEE Tibra Equities Europe London, United Kingdom	$9.75M	+$9.9M	3	0.97%	New
587	UR USCA RIA Houston, Texas	$9.74M	+$1.23M	4	1.06%	Increased
588	FM Foster & Motley Cincinnati, Ohio	$9.72M	-$338K	2	1.4%	Reduced
589	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$9.71M	-$1.5M	1	1.03%	Reduced
590	Whittier Trust South Pasadena, California	$9.69M	-$191K	4	0.3%	Reduced
591	OCA Otter Creek Advisors Palm Beach Gardens, Florida	$9.66M	+$3.07M	2	2.94%	Increased
592	Cullen/Frost Bankers San Antonio, Texas	$9.59M	-$523K	3	0.29%	Reduced
593	Allstate Corporation Northbrook, Illinois	$9.55M	+$507K	3	0.26%	Increased
594	BOTW Bank of the West Monterey Park, California	$9.5M	-$216K	2	1.11%	Reduced
595	MHS M Holdings Securities Portland, Oregon	$9.48M	+$1.21M	3	2.19%	Increased
596	Stephens Inc Little Rock, Arkansas	$9.46M	+$264K	4	0.22%	Increased
597	PAM Palisade Asset Management Minneapolis, Minnesota	$9.4M	-$3.33M	1	1.49%	Reduced
598	Panagora Asset Management Boston, Massachusetts	$9.35M	-$298K	6	0.04%	Reduced
599	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$9.35M	+$82.8K	1	3.14%	Increased
600	Tudor Investment Corp Stamford, Connecticut	$9.31M	+$4.72M	1	0.39%	Increased