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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	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$21.6M	-$7.23M	1	4.36%	Reduced
352	MN Services Vermogensbeheer The Hague, Netherlands	$21.4M	+$2.95M	3	0.33%	Increased
353	Capital Fund Management (CFM) Paris, France	$21.4M	-$15M	3	0.19%	Reduced
354	CIC Canal Insurance Company Greenville, South Carolina	$21.3M	-$623K	3	7.89%	Reduced
355	Vaughan David Investments Peoria, Illinois	$21.3M	-$711K	1	0.99%	Reduced
356	Amalgamated Bank New York	$20.9M	+$1.31M	7	0.59%	Increased
357	Carnegie Investment Counsel Pepper Pike, Ohio	$20.3M	-$13.9M	2	1.88%	Reduced
358	DnB Asset Management Oslo, Norway	$20.2M	+$956K	1	0.26%	Increased
359	HCM Huber Capital Management El Segundo, California	$20.1M	-$497K	1	1.83%	Reduced
360	Peregrine Capital Management Minneapolis, Minnesota	$20M	-$5.64M	1	0.56%	Reduced
361	DP Dearborn Partners Chicago, Illinois	$19.9M	+$1.44M	2	1.54%	Increased
362	Creative Planning Overland Park, Kansas	$19.9M	+$1.8M	5	0.08%	Increased
363	Oregon Public Employees Retirement Fund Tigard, Oregon	$19.8M	-$6.75M	7	0.31%	Reduced
364	BNP Paribas Asset Management Paris, France	$19.7M	-$17M	3	0.18%	Reduced
365	ING Group Amsterdam, Netherlands	$19.7M	-$18.4M	4	0.43%	Reduced
366	CP Cumberland Partners Toronto, Ontario, Canada	$19.4M	-$725K	1	2.2%	Reduced
367	Cambridge Investment Research Advisors Fairfield, Iowa	$19.4M	-$2.59M	4	0.21%	Reduced
368	TAM Tyers Asset Management Austin, Texas	$19.4M	-$2.01M	7	0.78%	Reduced
369	NAM North American Management Boston, Massachusetts	$19.3M	-$813K	1	3.57%	Reduced
370	BOK Financial Tulsa, Oklahoma	$19.2M	-$2.24M	3	0.55%	Reduced
371	CDH Charles D. Hyman	$19.1M	-$974K	3	2.26%	Reduced
372	Oppenheimer & Co New York	$19M	-$113K	5	0.59%	Reduced
373	Heritage Investors Management Corp Bethesda, Maryland	$18.9M	-$4.63K	1	1.26%	Reduced
374	FFA First Foundation Advisors Irvine, California	$18.8M	-$3.49M	1	1.19%	Reduced
375	BC Beaconlight Capital New York	$18.8M	+$19.9M	1	6.5%	New