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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 American Capital Management New York	$26.2M	+$8.92M	1	0.96%	Increased
327	Manning & Napier Group Fairport, New York	$26.2M	+$610K	1	0.27%	Increased
328	VCM Vigilant Capital Management Portland, Maine	$26.1M	+$938K	2	2.86%	Increased
329	SCM Sirios Capital Management Boston, Massachusetts	$26.1M	+$7.29M	1	2.12%	Increased
330	Welch Group Birmingham, Alabama	$25.2M	+$2.31M	2	2.2%	Increased
331	SFM Stack Financial Management Whitefish, Montana	$24.9M	+$7.95M	1	2.5%	Increased
332	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$24.8M	-$1.66M	2	1.29%	Reduced
333	SFM Systematic Financial Management Teaneck, New Jersey	$24.8M	-$624K	4	1.36%	Reduced
334	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$24.7M	-$13.8M	4	0.07%	Reduced
335	Cambridge Investment Research Advisors Fairfield, Iowa	$24.6M	-$4.64M	7	0.17%	Reduced
336	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$24.5M	-$1.05M	7	0.28%	Reduced
337	Engineers Gate Manager New York	$24.5M	+$3.96M	5	1.15%	Increased
338	Country Trust Bank Bloomington, Illinois	$24.1M	+$6.86M	3	0.92%	Increased
339	William Blair & Company Chicago, Illinois	$24.1M	-$2.11M	4	0.1%	Reduced
340	SCP Sandhill Capital Partners Buffalo, New York	$23.8M	+$24.6M	1	2.4%	New
341	MAM Mastrapasqua Asset Management Nashville, Tennessee	$23.8M	-$148K	3	3.33%	Reduced
342	SM Saya Management New York	$23.8M	-$6.02M	1	11.92%	Reduced
343	Samlyn Capital New York	$23.5M	-$7.68M	1	0.42%	Reduced
344	Advisors Asset Management Monument, Colorado	$23M	-$519K	7	0.42%	Reduced
345	Mariner Overland Park, Kansas	$22.8M	-$485K	3	0.22%	Reduced
346	Klingenstein Fields & Co New York	$22.7M	+$595K	1	1.14%	Increased
347	Pinnacle Associates New York	$22.7M	+$1.39M	3	0.54%	Increased
348	MUFG Americas New York	$22.7M	-$94.8K	3	0.6%	Reduced
349	HC Henshaw Capital Woburn, Massachusetts	$22.5M	+$128K	3	1.74%	Increased
350	Seizert Capital Partners Birmingham, Michigan	$22.4M	+$16.2M	1	1.47%	Increased