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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	Advisor Group Phoenix, Arizona	$35.9M	+$2.43M	9	0.26%	Increased
327	MSA Mason Street Advisors Milwaukee, Wisconsin	$35.6M	-$960K	7	0.73%	Reduced
328	Jupiter Investment Management London, United Kingdom	$35.6M	+$34.3M	4	0.46%	New
329	SFM Systematic Financial Management Teaneck, New Jersey	$34.9M	-$1.52M	5	1.57%	Reduced
330	Amalgamated Bank New York	$34.9M	+$5.29M	7	0.73%	Increased
331	HC Henshaw Capital Woburn, Massachusetts	$34.7M	+$132K	3	2.94%	Increased
332	Crossmark Global Holdings Houston, Texas	$34.6M	-$1.31M	6	1.01%	Reduced
333	ExodusPoint Capital Management New York	$34.1M	+$32.6M	4	1.19%	Increased
334	Personal Capital Advisors Redwood City, California	$33.8M	+$31.9M	2	0.32%	Increased
335	MNBTD Moody National Bank Trust Division Galveston, Texas	$33.8M	+$41.3K	2	0.95%	Increased
336	MUFG Americas New York	$33.5M	-$1.61M	3	0.93%	Reduced
337	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$33.5M	+$897K	1	2.08%	Increased
338	British Columbia Investment Management Victoria, British Columbia, Canada	$33.3M	-$18.8M	3	0.32%	Reduced
339	ABC Anchor Bolt Capital Chicago, Illinois	$32.9M	+$12.1M	1	6.74%	Increased
340	Klingenstein Fields & Co New York	$32.9M	-$1.02M	1	1.74%	Reduced
341	Weiss Multi-Strategy Advisers New York	$32.8M	+$14.1M	3	0.67%	Increased
342	HRT Financial New York	$32.6M	+$18.5M	4	1.54%	Increased
343	RIM Ranger Investment Management Dallas, Texas	$32.6M	+$18.9M	1	2.34%	Increased
344	Clifford Swan Investment Counsel Pasadena, California	$32.6M	-$24.4K	4	1.69%	Reduced
345	Colony Group Boston, Massachusetts	$32.5M	+$5.26M	3	1.03%	Increased
346	Hood River Capital Management Palm Beach Gardens, Florida	$32.4M	+$4.13M	1	1.66%	Increased
347	Advisors Asset Management Monument, Colorado	$32.4M	-$560K	5	0.6%	Reduced
348	JHP James Hambro & Partners London, United Kingdom	$32.2M	+$31.1M	1	6.43%	New
349	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$31.7M	+$7.27M	4	3.09%	Increased
350	RegentAtlantic Capital Morristown, New Jersey	$31.7M	+$9.2M	3	2.09%	Increased