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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	MUFG Americas New York	$32.7M	-$189K	3	0.84%	Reduced
352	NPA Nichols & Pratt Advisers Boston, Massachusetts	$32.6M	-$1.62M	1	2.68%	Reduced
353	GAI General American Investors New York	$32.6M	$0	1	2.99%	Maintained
354	ANI American National Insurance Galveston, Texas	$32.2M	-$4.67M	2	1.67%	Reduced
355	DP Dearborn Partners Chicago, Illinois	$32.1M	+$2.21M	2	1.63%	Increased
356	SM Saya Management New York	$32.1M	+$3.43M	1	19.94%	Increased
357	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$32.1M	+$760K	1	6.04%	Increased
358	PineBridge Investments New York	$31.8M	+$6.68M	4	0.49%	Increased
359	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$31.6M	+$24.3M	4	0.22%	Increased
360	MIS Morningstar Investment Services Chicago, Illinois	$31.3M	-$527K	1	0.49%	Reduced
361	TAM Taurus Asset Management New York	$31.3M	+$10.5M	2	4.08%	Increased
362	LM Luminus Management Houston, Texas	$31.2M	-$30.1M	1	1.3%	Reduced
363	Advisors Asset Management Monument, Colorado	$30.8M	-$2.01M	5	0.54%	Reduced
364	Colony Group Boston, Massachusetts	$30.7M	-$570K	3	0.77%	Reduced
365	Cambridge Investment Research Advisors Fairfield, Iowa	$30.6M	+$2.88M	6	0.24%	Increased
366	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$30.4M	-$736K	3	0.78%	Reduced
367	Nissay Asset Management Tokyo, Japan	$30.3M	+$1.4M	3	0.67%	Increased
368	FTCM Fir Tree Capital Management New York	$30.1M	+$30.5M	1	2.97%	New
369	Vaughan David Investments Peoria, Illinois	$29.9M	-$330K	1	1.1%	Reduced
370	Hood River Capital Management Palm Beach Gardens, Florida	$29.6M	-$1.88M	1	1.28%	Reduced
371	RegentAtlantic Capital Morristown, New Jersey	$29.4M	-$809K	3	1.78%	Reduced
372	SGAM Smith Group Asset Management Dallas, Texas	$29.3M	-$5.81M	2	1.23%	Reduced
373	Heritage Investors Management Corp Bethesda, Maryland	$29.3M	+$1.26M	2	1.55%	Increased
374	Mariner Overland Park, Kansas	$29M	+$3.43M	3	0.3%	Increased
375	Ancora Advisors Cleveland, Ohio	$29M	+$589K	4	1.08%	Increased