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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
351	SI Sprott Inc Toronto, Ontario, Canada	$21.4M	$0	1	1.83%	Maintained
352	Sit Investment Associates Minneapolis, Minnesota	$21.4M	-$4.61M	2	0.56%	Reduced
353	Virginia Retirement Systems Richmond, Virginia	$21M	+$11.4M	3	0.29%	Increased
354	Two Sigma Advisers New York	$20.9M	-$26.9M	7	0.08%	Reduced
355	GAI General American Investors New York	$20.8M	$0	1	2.11%	Maintained
356	Kornitzer Capital Management Shawnee Mission, Kansas	$20.8M	-$1.37M	2	0.39%	Reduced
357	Heritage Investors Management Corp Bethesda, Maryland	$20.8M	-$374K	2	1.47%	Reduced
358	South Dakota Investment Council Sioux Falls, South Dakota	$20.7M	-$6.1M	5	0.44%	Reduced
359	Old National Bancorp Evansville, Indiana	$20.6M	-$169K	4	1.18%	Reduced
360	MIS Morningstar Investment Services Chicago, Illinois	$20.5M	+$159K	1	0.67%	Increased
361	Oppenheimer & Co New York	$20.3M	+$2.54M	5	0.59%	Increased
362	Sterling Capital Management Charlotte, North Carolina	$19.8M	+$6.7M	3	0.18%	Increased
363	CF Cypress Funds Los Angeles, California	$19.8M	-$1.63M	1	3.33%	Reduced
364	LIA LS Investment Advisors Bloomfield Hills, Michigan	$19.7M	-$353K	6	1.39%	Reduced
365	Zurich Insurance Group Zurich, Switzerland	$19.7M	-$1.42M	3	0.62%	Reduced
366	DP Dearborn Partners Chicago, Illinois	$19.6M	-$563K	1	1.64%	Reduced
367	LIC Lodestar Investment Counsel Chicago, Illinois	$19.5M	+$157K	1	2.64%	Increased
368	MLL Moody Lynn & Lieberson Boston, Massachusetts	$19M	+$2.31M	3	2.73%	Increased
369	FP Foundry Partners Minneapolis, Minnesota	$18.9M	-$5.9M	2	0.82%	Reduced
370	Eagle Asset Management St Petersburg, Florida	$18.9M	+$5.53M	4	0.12%	Increased
371	AWCI Alpine Woods Capital Investors Purchase, New York	$18.8M	-$138K	3	1.04%	Reduced
372	TIP Torray Investment Partners Bethesda, Maryland	$18.8M	-$170K	1	2%	Reduced
373	CAM Capstone Asset Management Houston, Texas	$18.6M	+$967K	5	0.53%	Increased
374	EULAV Asset Management Sarasota, Florida	$18.2M	+$232K	2	0.98%	Increased
375	MWAC Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$18M	+$97.6K	3	1.4%	Increased