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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	Nicholas Company Milwaukee, Wisconsin	$23.2M	-$5.4M	1	0.52%	Reduced
352	Sterling Capital Management Charlotte, North Carolina	$23M	+$2.97M	3	0.22%	Increased
353	Epoch Investment Partners New York	$23M	-$628K	1	0.08%	Reduced
354	SAM Shell Asset Management The Hague, Netherlands	$22.9M	-$2.26M	3	0.51%	Reduced
355	Paradigm Capital Management Inc Albany, New York	$22.9M	+$5.36M	2	1.98%	Increased
356	TAM Tyers Asset Management Austin, Texas	$22.8M	-$5.84M	6	0.84%	Reduced
357	LM Luminus Management Houston, Texas	$22.7M	-$31M	1	0.6%	Reduced
358	RIG Roosevelt Investment Group New York	$22.5M	-$1.16M	2	2.08%	Reduced
359	BCM Barometer Capital Management Toronto, Ontario, Canada	$22.5M	$0	1	2.19%	Maintained
360	SST S Squared Technology New York	$22.4M	-$229K	1	18.89%	Reduced
361	LIA LS Investment Advisors Bloomfield Hills, Michigan	$22.3M	-$585K	6	1.33%	Reduced
362	GAI General American Investors New York	$22.1M	$0	1	2.09%	Maintained
363	Ingalls & Snyder LLC New York	$22M	+$716K	1	1.15%	Increased
364	Advisor Group Phoenix, Arizona	$22M	+$502K	9	0.35%	Increased
365	SWITC Stewart West Indies Trading Company Boulder, Colorado	$21.9M	$0	1	1.91%	Maintained
366	DP Dearborn Partners Chicago, Illinois	$21.9M	-$6.96K	1	1.61%	Reduced
367	EULAV Asset Management Sarasota, Florida	$21.8M	+$43.6K	2	1.03%	Increased
368	Heritage Investors Management Corp Bethesda, Maryland	$21.7M	+$184K	2	1.4%	Increased
369	Zurich Insurance Group Zurich, Switzerland	$21.6M	-$1.02M	3	0.59%	Reduced
370	Jane Street New York	$21.5M	+$5.57M	5	0.07%	Increased
371	Kornitzer Capital Management Shawnee Mission, Kansas	$21.5M	+$321K	2	0.37%	Increased
372	MWAC Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$21.2M	+$478K	3	1.37%	Increased
373	LIC Lodestar Investment Counsel Chicago, Illinois	$20.8M	+$297K	1	2.56%	Increased
374	WBC Westpac Banking Corp Sydney, Australia	$20.8M	-$1.16M	3	0.46%	Reduced
375	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$20.7M	-$1.46M	2	0.27%	Reduced