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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	ABC Anchor Bolt Capital Chicago, Illinois	$23.4M	-$2.97M	1	0.82%	Reduced
327	NAM North American Management Boston, Massachusetts	$23.3M	-$866K	1	3.89%	Reduced
328	Baird Financial Group Milwaukee, Wisconsin	$23.3M	+$2.94M	4	0.21%	Increased
329	CCM Corsair Capital Management New York	$23.1M	-$3.6M	1	3.52%	Reduced
330	Zurich Insurance Group Zurich, Switzerland	$23.1M	-$4.57M	2	0.81%	Reduced
331	KCM Kingdon Capital Management New York	$22.9M	+$22.8M	1	1.26%	New
332	Vaughan David Investments Peoria, Illinois	$22.5M	+$266K	1	1.24%	Increased
333	GE General Electric Evendale, Ohio	$22.5M	-$3.15M	1	0.12%	Reduced
334	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$22.4M	+$196K	1	0.16%	Increased
335	SAM Shell Asset Management The Hague, Netherlands	$22.4M	+$4.57M	3	0.52%	Increased
336	TA Teton Advisors Rye, New York	$22.3M	$0	1	2.01%	Maintained
337	B BP London, United Kingdom	$22.2M	$0	3	0.88%	Maintained
338	Madison Investment Holdings Madison, Wisconsin	$22M	-$83.6K	1	0.46%	Reduced
339	Sit Investment Associates Minneapolis, Minnesota	$21.9M	-$7.88M	1	0.58%	Reduced
340	Martingale Asset Management Boston, Massachusetts	$21.9M	+$8.98M	3	0.36%	Increased
341	CG Clinton Group New York	$21.9M	+$15M	2	0.96%	Increased
342	FMW Farr Miller & Washington Washington, District of Columbia	$21.7M	+$391K	1	2.45%	Increased
343	MSA Mason Street Advisors Milwaukee, Wisconsin	$21.6M	+$366K	7	0.63%	Increased
344	GAMA Graticule Asia Macro Advisors New York	$21.5M	-$37.2M	2	2.24%	Reduced
345	CIC Canal Insurance Company Greenville, South Carolina	$21.5M	$0	3	7.09%	Maintained
346	ANI American National Insurance Galveston, Texas	$21.5M	$0	2	1.26%	Maintained
347	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$21.3M	-$7.08M	2	0.34%	Reduced
348	BOK Financial Tulsa, Oklahoma	$21.3M	+$1.38M	5	0.75%	Increased
349	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$21.2M	+$1.58M	3	1.46%	Increased
350	AEGON Asset Management (UK) Edinburgh, United Kingdom	$20.8M	-$64.7K	1	0.6%	Reduced