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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	ACM Alta Capital Management Salt Lake City, Utah	$24.2M	-$7.05M	1	1.74%	Reduced
327	NAM North American Management Boston, Massachusetts	$24.2M	-$562K	1	4.04%	Reduced
328	Janney Montgomery Scott Philadelphia, Pennsylvania	$24M	+$6.33M	3	0.36%	Increased
329	Mutual of America Capital Management New York	$23.6M	-$3.12M	5	0.44%	Reduced
330	Vaughan David Investments Peoria, Illinois	$23.2M	+$154K	1	1.24%	Increased
331	FMW Farr Miller & Washington Washington, District of Columbia	$23.1M	-$562K	1	2.49%	Reduced
332	PineBridge Investments New York	$23.1M	+$1.18M	5	0.69%	Increased
333	MSA Mason Street Advisors Milwaukee, Wisconsin	$23M	+$8.36K	7	0.62%	Increased
334	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$22.9M	-$404K	3	1.48%	Reduced
335	ANI American National Insurance Galveston, Texas	$22.7M	$0	2	1.32%	Maintained
336	Swiss Life Asset Management Zurich,	$22.6M	+$7.43M	3	0.76%	Increased
337	AEGON Asset Management (UK) Edinburgh, United Kingdom	$22.6M	-$1.79M	1	0.64%	Reduced
338	ABC Anchor Bolt Capital Chicago, Illinois	$22.4M	-$3.58M	1	0.77%	Reduced
339	Clifford Swan Investment Counsel Pasadena, California	$22.3M	+$315K	3	1.49%	Increased
340	VanEck Associates New York	$22.3M	+$1.63M	2	0.11%	Increased
341	CIC Canal Insurance Company Greenville, South Carolina	$22.2M	-$1.05M	3	7.88%	Reduced
342	Allstate Corporation Northbrook, Illinois	$22.2M	+$10.7M	2	1.33%	Increased
343	PP Paloma Partners Greenwich, Connecticut	$22.2M	+$7.08M	4	0.22%	Increased
344	SI Standard Investments New York	$21.9M	$0	1	4.01%	Maintained
345	DnB Asset Management Oslo, Norway	$21.8M	-$483K	2	0.4%	Reduced
346	TA Teton Advisors Rye, New York	$21.7M	-$184K	1	2.18%	Reduced
347	MCM McKinley Capital Management Anchorage, Alaska	$21.7M	-$182K	1	0.85%	Reduced
348	Carnegie Investment Counsel Pepper Pike, Ohio	$21.6M	+$397K	2	2.88%	Increased
349	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$21.5M	+$2.08M	3	0.91%	Increased
350	SAM Shell Asset Management The Hague, Netherlands	$21.5M	-$1.56M	3	0.5%	Reduced