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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	Madison Investment Holdings Madison, Wisconsin	$25.7M	-$1.76M	1	0.44%	Reduced
352	Crossmark Global Holdings Houston, Texas	$25.5M	+$5.45M	6	0.61%	Increased
353	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$25.4M	-$2.14M	2	4.83%	Reduced
354	Dai-ichi Life Insurance Company Tokyo, Japan	$25.4M	-$425K	3	0.49%	Reduced
355	WAM Winslow Asset Management Beachwood, Ohio	$25.1M	-$445K	2	4.63%	Reduced
356	Seizert Capital Partners Birmingham, Michigan	$24.9M	-$2.47M	2	0.9%	Reduced
357	JIR James Investment Research Alpha, Ohio	$24.7M	-$2.69M	2	0.85%	Reduced
358	Kornitzer Capital Management Shawnee Mission, Kansas	$24.7M	+$1.37M	2	0.42%	Increased
359	Nissay Asset Management Tokyo, Japan	$24.4M	+$23.5M	3	0.74%	New
360	Epoch Investment Partners New York	$24.4M	-$839K	1	0.08%	Reduced
361	Emerald Advisers Leola, Pennsylvania	$24.3M	+$1.08M	1	0.94%	Increased
362	Sterling Capital Management Charlotte, North Carolina	$24.3M	-$670K	3	0.22%	Reduced
363	GAI General American Investors New York	$24.2M	$0	1	2.35%	Maintained
364	NP Ninepoint Partners Toronto, Ontario, Canada	$24.2M	-$2.32M	1	1.83%	Reduced
365	Heritage Investors Management Corp Bethesda, Maryland	$24M	+$220K	2	1.45%	Increased
366	LIC Lodestar Investment Counsel Chicago, Illinois	$24M	+$1.06M	2	2.76%	Increased
367	MWAC Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$23.6M	+$417K	3	1.43%	Increased
368	MLL Moody Lynn & Lieberson Boston, Massachusetts	$23.6M	-$3.26M	3	2.51%	Reduced
369	Ingalls & Snyder LLC New York	$23.4M	-$689K	1	1.08%	Reduced
370	DP Dearborn Partners Chicago, Illinois	$23.4M	-$577K	1	1.69%	Reduced
371	FQ First Quadrant Glendale, California	$23.3M	+$6.77M	4	0.44%	Increased
372	Employees Retirement System of Texas Austin, Texas	$23.3M	-$15.5M	3	0.29%	Reduced
373	RIG Roosevelt Investment Group New York	$23.2M	-$823K	2	2.13%	Reduced
374	LIA LS Investment Advisors Bloomfield Hills, Michigan	$23M	-$1.25M	7	1.34%	Reduced
375	Amalgamated Bank New York	$22.9M	+$1.97M	7	0.62%	Increased