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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	First Horizon Advisors Memphis, Tennessee	$9.63M	-$286K	3	0.65%	Reduced
577	Cetera Advisor Networks El Segundo, California	$9.6M	+$129K	3	0.22%	Increased
578	Atlantic Union Bankshares Glen Allen, Virginia	$9.59M	+$6.65M	3	1%	Increased
579	GPSPJS General Pension Society PZU Joint Stock Warsaw, Poland	$9.59M	+$8.52M	1	3.18%	Increased
580	PTC Private Trust Company Cleveland, Ohio	$9.56M	-$507K	4	1.61%	Reduced
581	SouthState Corp Winter Haven, Florida	$9.54M	-$1.74M	2	0.94%	Reduced
582	CAC Core Alternative Capital Peachtree Corners, Georgia	$9.53M	+$315K	2	2.86%	Increased
583	Vestcor Inc Fredericton, New Brunswick, Canada	$9.52M	+$2.87M	5	0.4%	Increased
584	Partners Capital Investment Group Boston, Massachusetts	$9.52M	+$2.03M	1	0.27%	Increased
585	PWP Principle Wealth Partners Madison, Connecticut	$9.51M	+$4.61M	2	1.25%	Increased
586	STB S&T Bank Indiana, Pennsylvania	$9.48M	+$7.21M	1	1.7%	New
587	SCA Snowden Capital Advisors New York	$9.48M	+$544K	3	0.63%	Increased
588	Hosking Partners London, United Kingdom	$9.46M	-$282K	1	0.24%	Reduced
589	People's United Financial Bridgeport, Connecticut	$9.44M	-$166K	3	0.23%	Reduced
590	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$9.43M	+$1.46M	2	1.91%	Increased
591	1M 13D Management New York	$9.42M	-$5.96M	1	3.89%	Reduced
592	Rathbones Group Liverpool, United Kingdom	$9.42M	+$193K	2	0.13%	Increased
593	PHK Point72 Hong Kong Hong Kong	$9.41M	+$2.76M	5	0.42%	Increased
594	AC Albar Capital London, United Kingdom	$9.32M	+$8.56M	1	4.43%	New
595	WBC Westpac Banking Corp Sydney, Australia	$9.27M	-$9.44M	2	0.11%	Reduced
596	PFM Parsec Financial Management Asheville, North Carolina	$9.23M	-$813K	2	0.5%	Reduced
597	MIM Martin Investment Management Palm Beach Gardens, Florida	$9.19M	-$96.3K	2	2.94%	Reduced
598	AT Arden Trust Wilmington, Delaware	$9.16M	+$652K	3	1.52%	Increased
599	CIS Connors Investor Services Wyomissing, Pennsylvania	$9.11M	+$1.49M	1	1.13%	Increased
600	Cerity Partners New York	$9.11M	-$434K	3	0.29%	Reduced