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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
326	GL GLG LLC New York	$26.6M	+$7.83M	3	0.76%	Increased
327	Meyer Handelman Company Rye Brook, New York	$26.5M	-$23.8K	1	1.2%	Reduced
328	Martingale Asset Management Boston, Massachusetts	$26.4M	-$18.6K	2	0.63%	Reduced
329	Sterling Capital Management Charlotte, North Carolina	$26.3M	+$6.9M	5	0.24%	Increased
330	Scotia Capital Toronto, Ontario, Canada	$25.9M	-$2.51M	2	0.67%	Reduced
331	HighTower Advisors Chicago, Illinois	$25.8M	-$6.21M	4	0.38%	Reduced
332	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$25.7M	+$26M	4	0.52%	New
333	People's United Financial Bridgeport, Connecticut	$25.6M	+$87.8K	3	1.3%	Increased
334	Artemis Investment Management Edinburgh, United Kingdom	$25.6M	+$6.97M	1	1.02%	Increased
335	EULAV Asset Management Sarasota, Florida	$25.2M	-$632K	3	1.3%	Reduced
336	IIM Ivory Investment Management New York	$24.7M	+$22.9M	1	0.58%	New
337	Jacobs Levy Equity Management Florham Park, New Jersey	$24.7M	+$14.8M	1	0.42%	Increased
338	Confluence Investment Management St. Louis, Missouri	$24.6M	+$1.92M	1	0.93%	Increased
339	TU TDAM USA Toronto, Ontario, Canada	$24.6M	-$165K	1	1%	Reduced
340	Dana Investment Advisors Waukesha, Wisconsin	$24.4M	-$324K	2	1.19%	Reduced
341	AH Achievement Holdings Chicago, Illinois	$24.2M	-$18.5M	1	0.84%	Reduced
342	CC Chubb Corp Warren, New Jersey	$24.1M	$0	1	1.25%	Maintained
343	Vaughan David Investments Peoria, Illinois	$24M	+$256K	1	1.43%	Increased
344	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$24M	+$251K	3	1.55%	Increased
345	FMW Farr Miller & Washington Washington, District of Columbia	$24M	+$209K	1	2.75%	Increased
346	WAM Winslow Asset Management Beachwood, Ohio	$23.5M	-$1.02M	1	3.96%	Reduced
347	Norinchukin Bank Tokyo, Japan	$23.5M	-$2.64M	3	0.57%	Reduced
348	DILH Dai-ichi Life Holdings Tokyo, Japan	$23.4M	-$729K	3	0.66%	Reduced
349	MCC Mid Continent Capital Chicago, Illinois	$23.3M	+$64.2K	1	1.28%	Increased
350	NAM North American Management Boston, Massachusetts	$23.2M	+$118K	1	3.82%	Increased