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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	JHP James Hambro & Partners London, United Kingdom	$25.4M	+$4.62M	1	9.27%	Increased
352	ZDA Zweig-DiMenna Associates New York	$25.4M	+$3.19M	1	1.56%	Increased
353	TAM Tyers Asset Management Austin, Texas	$25.2M	+$2.81M	6	0.86%	Increased
354	Advisor Group Phoenix, Arizona	$25.2M	-$1.45M	9	0.35%	Reduced
355	Welch Group Birmingham, Alabama	$25.1M	+$454K	2	3.13%	Increased
356	Emerald Advisers Leola, Pennsylvania	$25M	-$788K	1	0.94%	Reduced
357	CF Cypress Funds Los Angeles, California	$24.9M	$0	1	3.9%	Maintained
358	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$24.8M	+$514K	3	1.29%	Increased
359	NAM North American Management Boston, Massachusetts	$24.8M	-$106K	1	4.02%	Reduced
360	Bank of Nova Scotia Toronto, Ontario, Canada	$24.7M	-$7.48M	3	0.14%	Reduced
361	Amalgamated Bank New York	$24.7M	+$1.6M	7	0.6%	Increased
362	O'Shaughnessy Asset Management Stamford, Connecticut	$24.5M	-$2.35M	5	0.52%	Reduced
363	Cambridge Investment Research Advisors Fairfield, Iowa	$24.5M	-$2.13M	5	0.26%	Reduced
364	Schroder Investment Management Group London, United Kingdom	$24.5M	+$5.26M	4	0.04%	Increased
365	LIC Lodestar Investment Counsel Chicago, Illinois	$24.4M	+$515K	2	2.82%	Increased
366	Markel Group Glen Allen, Virginia	$24.1M	+$1.49M	1	0.44%	Increased
367	MWAC Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$24M	+$247K	3	1.42%	Increased
368	Sterling Capital Management Charlotte, North Carolina	$23.7M	+$719K	2	0.22%	Increased
369	CP Cumberland Partners Toronto, Ontario, Canada	$23.6M	+$3.98M	1	2.38%	Increased
370	CDH Charles D. Hyman	$23.4M	+$214K	3	2.63%	Increased
371	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$23.3M	$0	1	0.85%	Maintained
372	Jane Street New York	$23M	-$28.4M	4	0.05%	Reduced
373	ARTA A.R.T. Advisors New York	$22.9M	+$19.2M	5	0.93%	Increased
374	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$22.6M	+$2.03M	1	0.52%	Increased
375	Heritage Investors Management Corp Bethesda, Maryland	$22.6M	+$59.1K	2	1.38%	Increased