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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	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$31M	-$453K	3	3.18%	Reduced
302	M&G Investment Management London, United Kingdom	$31M	+$1.8M	2	0.33%	Increased
303	Hancock Whitney Gulfport, Mississippi	$30.9M	-$9.93M	4	1.19%	Reduced
304	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$30.9M	+$16.4M	2	4.25%	Increased
305	Advisors Capital Management Ridgewood, New Jersey	$30.6M	+$6.8M	4	1.52%	Increased
306	DZ Bank Frankfurt Am Main, Germany	$30.5M	-$292M	4	0.08%	Reduced
307	MLICM Metropolitan Life Insurance Company (MetLife) New York	$29.9M	-$979K	9	0.53%	Reduced
308	MCM McKinley Capital Management Anchorage, Alaska	$29.8M	+$11.1M	3	2.03%	Increased
309	Cambridge Investment Research Advisors Fairfield, Iowa	$29.7M	+$4.12M	4	0.22%	Increased
310	Hood River Capital Management Palm Beach Gardens, Florida	$29.7M	+$3.65M	1	1.33%	Increased
311	Eastern Bank Boston, Massachusetts	$29.6M	-$1.08M	2	1.93%	Reduced
312	Samlyn Capital New York	$29.6M	-$32.3M	2	0.55%	Reduced
313	Meitav Investment House Bene-Beraq, Israel	$29.6M	+$7.44M	3	1.77%	Increased
314	SM Saya Management New York	$29.6M	+$3.01M	1	15.07%	Increased
315	RIM Ranger Investment Management Dallas, Texas	$29.5M	+$483K	1	2.02%	Increased
316	RegentAtlantic Capital Morristown, New Jersey	$29.4M	+$5.09M	3	1.63%	Increased
317	FCI Financial Counselors Inc Overland Park, Kansas	$29.1M	+$12.6M	3	0.93%	Increased
318	MSA Mason Street Advisors Milwaukee, Wisconsin	$28.8M	+$1.54M	7	0.58%	Increased
319	Zurich Cantonal Bank Zurich, Switzerland	$28.7M	-$20.7M	7	0.25%	Reduced
320	ExodusPoint Capital Management New York	$28.6M	+$21.8M	8	0.74%	Increased
321	D.A. Davidson & Co Great Falls, Montana	$28.3M	-$7.91M	3	0.53%	Reduced
322	Capstone Investment Advisors New York	$28.3M	+$17M	4	0.19%	Increased
323	Crossmark Global Holdings Houston, Texas	$28M	+$10.7M	6	0.82%	Increased
324	HRT Financial New York	$27.8M	+$19.7M	4	0.84%	Increased
325	GIP Granite Investment Partners El Segundo, California	$27.8M	+$3.43M	2	1.33%	Increased