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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
626	Engineers Gate Manager New York	$8.64M	+$8.74M	1	0.52%	New
627	SCA Snowden Capital Advisors New York	$8.63M	+$1.04M	4	0.94%	Increased
628	NB NBT Bank Norwich, New York	$8.55M	-$148K	1	1.56%	Reduced
629	BA Boston Advisors Boston, Massachusetts	$8.53M	+$65.8K	3	0.44%	Increased
630	Atalanta Sosnoff Capital New York	$8.53M	+$7.66M	2	0.27%	Increased
631	CCM Cohen Capital Management Corte Madera, California	$8.52M	$0	1	2.05%	Maintained
632	MMG Monetary Management Group St Louis, Missouri	$8.49M	+$112K	4	3.36%	Increased
633	CCT Chemung Canal Trust Elmira, New York	$8.45M	+$4.25K	1	2.01%	Increased
634	JIR James Investment Research Alpha, Ohio	$8.43M	-$2.65M	2	0.55%	Reduced
635	UMB Bank Kansas City, Missouri	$8.42M	-$122K	1	0.26%	Reduced
636	PIA Piedmont Investment Advisors Durham, North Carolina	$8.4M	+$215K	5	0.34%	Increased
637	Everett Harris & Co Los Angeles, California	$8.4M	+$170K	2	0.22%	Increased
638	Intact Investment Management Montreal, Quebec, Canada	$8.4M	+$1.64M	2	0.3%	Increased
639	Qube Research & Technologies (QRT) London, United Kingdom	$8.39M	+$7M	3	1.11%	Increased
640	TCA Taconic Capital Advisors New York	$8.38M	+$604K	1	0.47%	Increased
641	Truist Financial Charlotte, North Carolina	$8.34M	-$377K	4	0.15%	Reduced
642	NCM Narwhal Capital Management Marietta, Georgia	$8.33M	-$41.6K	2	1.81%	Reduced
643	RIM Redpoint Investment Management Sydney, NSW, Australia	$8.33M	-$175K	3	0.42%	Reduced
644	Ameritas Investment Partners Lincoln, Nebraska	$8.27M	+$1.5M	8	0.38%	Increased
645	Gradient Investments Arden Hills, Minnesota	$8.27M	-$1.11M	1	0.53%	Reduced
646	JWM JGP Wealth Management Bend, Oregon	$8.26M	+$877K	3	3.13%	Increased
647	UMA USA Mutuals Advisors Dallas, Texas	$8.25M	-$191K	2	7.22%	Reduced
648	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$8.24M	-$15.5K	3	1%	Reduced
649	Associated Banc-Corp Green Bay, Wisconsin	$8.16M	-$113K	2	0.47%	Reduced
650	CIC Cutler Investment Counsel Jacksonville, Oregon	$8.15M	+$57.9K	1	1.59%	Increased