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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	LIM Lathrop Investment Management Little Rock, Arkansas	$10.2M	+$204K	1	2.69%	Increased
627	Calamos Wealth Management Naperville, Illinois	$10.2M	+$130K	3	0.87%	Increased
628	Prudential plc London, England, United Kingdom	$10.1M	+$2.5M	4	0.16%	Increased
629	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$10.1M	+$13.1K	1	1.27%	Increased
630	T TCWP Beachwood, Ohio	$10.1M	+$3.57M	4	2.15%	Increased
631	LW Linscomb Wealth Houston, Texas	$10.1M	+$156K	1	0.61%	Increased
632	IAIM Industrial Alliance Investment Management Quebec, Quebec, Canada	$10.1M	-$1.3M	3	0.3%	Reduced
633	VIP Vantage Investment Partners Kansas City, Missouri	$10.1M	+$307K	1	1.58%	Increased
634	Hancock Whitney Gulfport, Mississippi	$10M	-$342K	3	0.43%	Reduced
635	PCM Portolan Capital Management Boston, Massachusetts	$9.98M	-$963K	2	1.05%	Reduced
636	Avantax Advisory Services Dallas, Texas	$9.89M	+$896K	4	0.15%	Increased
637	WIC WealthBridge Investment Counsel Calgary, Alberta, Canada	$9.88M	+$136K	2	5.2%	Increased
638	Veritable Wilmington, Delaware	$9.84M	-$74.3K	3	0.19%	Reduced
639	PAM Peak Asset Management Louisville, Colorado	$9.83M	+$124K	1	2.8%	Increased
640	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$9.79M	+$155K	4	1.74%	Increased
641	PineBridge Investments New York	$9.77M	-$5.98M	4	0.13%	Reduced
642	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$9.76M	+$174K	3	0.35%	Increased
643	SCM SIR Capital Management New York	$9.72M	+$34.8K	1	1.64%	Increased
644	BEAM Baker Ellis Asset Management Vancouver, Washington	$9.69M	+$14.3K	2	2.11%	Increased
645	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$9.64M	-$1.57M	5	0.24%	Reduced
646	Advisor Partners II Walnut Creek, California	$9.62M	+$10.4M	3	0.73%	New
647	First Eagle Investment Management New York	$9.62M	-$1.07M	1	0.03%	Reduced
648	BCM Bourgeon Capital Management Darien, Connecticut	$9.57M	+$3.19M	4	2.63%	Increased
649	LSA L & S Advisors Los Angeles, California	$9.55M	+$2.52M	2	1.68%	Increased
650	FF FourThought Financial Venice, Florida	$9.55M	-$439K	6	1.41%	Reduced