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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
301	ABC Anchor Bolt Capital Chicago, Illinois	$23.9M	+$1.4M	1	0.73%	Increased
302	South Dakota Investment Council Sioux Falls, South Dakota	$23.8M	+$930K	5	0.49%	Increased
303	MUFG Americas New York	$23.7M	-$2.37M	3	0.81%	Reduced
304	Utah Retirement Systems Salt Lake City, Utah	$23.7M	+$10.5K	4	0.61%	Increased
305	Meyer Handelman Company Rye Brook, New York	$23.6M	-$148K	2	1.06%	Reduced
306	NPA Nichols & Pratt Advisers Boston, Massachusetts	$23.5M	-$20K	1	2.15%	Reduced
307	Ingalls & Snyder LLC New York	$23.4M	-$412K	1	1.31%	Reduced
308	Baird Financial Group Milwaukee, Wisconsin	$23.3M	+$597K	4	0.21%	Increased
309	Select Equity Group New York	$23.1M	-$185K	1	0.2%	Reduced
310	NAM North American Management Boston, Massachusetts	$23M	-$106K	1	3.79%	Reduced
311	Artemis Investment Management Edinburgh, United Kingdom	$22.9M	-$2.34M	1	0.64%	Reduced
312	SG Americas Securities New York	$22.9M	-$4.25M	7	0.24%	Reduced
313	DILH Dai-ichi Life Holdings Tokyo, Japan	$22.8M	-$6.51M	3	0.69%	Reduced
314	AEGON Asset Management (UK) Edinburgh, United Kingdom	$22.6M	+$2.09M	1	0.64%	Increased
315	FP Foundry Partners Minneapolis, Minnesota	$22.4M	-$1.13M	2	1.18%	Reduced
316	Martingale Asset Management Boston, Massachusetts	$22.3M	+$1.27M	3	0.33%	Increased
317	Candriam SCA Strassen, Luxembourg, Luxembourg	$22.2M	+$3.02M	2	0.53%	Increased
318	UBS O'Connor Chicago, Illinois	$22.1M	-$25.8M	1	0.33%	Reduced
319	Nicholas Company Milwaukee, Wisconsin	$22M	-$16.9K	1	0.48%	Reduced
320	FMW Farr Miller & Washington Washington, District of Columbia	$22M	+$499K	1	2.39%	Increased
321	Scotia Capital Toronto, Ontario, Canada	$21.9M	+$2.21M	2	0.4%	Increased
322	ProShare Advisors Bethesda, Maryland	$21.9M	-$5.37M	5	0.31%	Reduced
323	BCM Barometer Capital Management Toronto, Ontario, Canada	$21.7M	-$16M	1	2.41%	Reduced
324	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$21.5M	+$341K	3	1.44%	Increased
325	CIC Canal Insurance Company Greenville, South Carolina	$21.4M	$0	3	6.8%	Maintained