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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	Bridgewater Associates Westport, Connecticut	$21.1M	+$21.1M	3	0.28%	Increased
327	Martingale Asset Management Boston, Massachusetts	$21.1M	-$4.02M	3	0.52%	Reduced
328	Norinchukin Bank Tokyo, Japan	$21M	+$2.51M	3	0.55%	Increased
329	KAM Keeley Asset Management Chicago, Illinois	$20.8M	-$7.68M	2	0.59%	Reduced
330	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$20.7M	-$30.7M	1	0.28%	Reduced
331	Meyer Handelman Company Rye Brook, New York	$20.7M	+$470K	1	1.05%	Increased
332	Freestone Capital Holdings Seattle, Washington	$20.6M	-$387K	3	2.23%	Reduced
333	ALA Atherton Lane Advisers Menlo Park, California	$20.5M	+$2.6M	2	1.28%	Increased
334	NPA Nichols & Pratt Advisers Boston, Massachusetts	$20.5M	+$62.1K	1	2.06%	Increased
335	Asset Management One Tokyo, Japan	$20.1M	+$3.23M	5	0.31%	Increased
336	Hancock Whitney Gulfport, Mississippi	$20.1M	-$1.63M	2	0.84%	Reduced
337	Nomura Holdings Tokyo, Japan	$19.9M	+$13.7M	3	0.07%	Increased
338	GE General Electric Evendale, Ohio	$19.8M	+$2.53M	1	0.05%	Increased
339	WI Wafra Inc New York	$19.8M	+$10M	1	2.44%	Increased
340	CC Carlson Capital Dallas, Texas	$19.8M	+$24.9M	1	0.23%	New
341	TA Teton Advisors Rye, New York	$19.7M	-$236K	1	1.49%	Reduced
342	SAM Scopus Asset Management New York	$19.5M	-$63M	2	0.54%	Reduced
343	Clark Capital Management Group Philadelphia, Pennsylvania	$19M	+$7.17M	3	1.7%	Increased
344	Picton Mahoney Asset Management Toronto, Ontario, Canada	$19M	-$168K	2	1.1%	Reduced
345	Mitsubishi UFJ Asset Management Tokyo, Japan	$18.9M	-$8.85M	3	0.6%	Reduced
346	NAM North American Management Boston, Massachusetts	$18.9M	+$316K	1	3.15%	Increased
347	Vaughan David Investments Peoria, Illinois	$18.8M	+$361K	1	1.19%	Increased
348	Zacks Investment Management Chicago, Illinois	$18.8M	+$705K	3	0.65%	Increased
349	Raymond James Financial Services Advisors St. Petersburg, Florida	$18.7M	+$17.8M	4	0.31%	Increased
350	Fort Washington Investment Advisors Cincinnati, Ohio	$18.6M	+$15.5M	2	0.39%	Increased