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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	CTI Community Trust & Investment Versailles, Kentucky	$24.7M	+$4.09M	2	2.51%	Increased
352	Paradigm Capital Management Inc Albany, New York	$24.6M	-$1.52M	1	1.47%	Reduced
353	Creative Planning Overland Park, Kansas	$24.6M	+$3.33M	5	0.05%	Increased
354	Squarepoint New York	$24.1M	-$21.5M	6	0.18%	Reduced
355	Clark Capital Management Group Philadelphia, Pennsylvania	$24.1M	-$39.1M	3	0.4%	Reduced
356	Nikko Asset Management Americas New York	$24M	+$1.82M	3	0.14%	Increased
357	CIBC Asset Management Toronto, Ontario, Canada	$23.9M	-$283K	4	0.11%	Reduced
358	FMW Farr Miller & Washington Washington, District of Columbia	$23.8M	+$491K	1	1.82%	Increased
359	HRT Financial New York	$23.7M	+$18.8M	4	0.48%	Increased
360	MAP Managed Asset Portfolios Rochester, Michigan	$23.7M	-$243K	1	4.17%	Reduced
361	Clifford Swan Investment Counsel Pasadena, California	$23.7M	+$489K	4	1.03%	Increased
362	AWCI Alpine Woods Capital Investors Purchase, New York	$23.6M	+$4.27M	4	2.88%	Increased
363	MUFG Americas New York	$23.5M	+$289K	3	0.41%	Increased
364	Stephens Inc Little Rock, Arkansas	$23.3M	+$698K	4	0.42%	Increased
365	WCMNY Westchester Capital Management (New York) Valhalla, New York	$23.3M	+$17.7M	1	0.76%	New
366	Parallax Volatility Advisers San Francisco, California	$23.1M	+$2.04K	4	0.02%	Increased
367	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$23.1M	+$1.87M	3	0.62%	Increased
368	Seizert Capital Partners Birmingham, Michigan	$22.9M	+$1.27M	1	1.34%	Increased
369	Nippon Life Global Investors Americas New York	$22.9M	+$21.1M	1	1.36%	New
370	QIM Quantitative Investment Management Charlottesville, Virginia	$22.8M	+$11.7M	4	1.85%	Increased
371	Country Trust Bank Bloomington, Illinois	$22.6M	-$727K	3	0.78%	Reduced
372	London & Capital Asset Management London, United Kingdom	$22.4M	-$2.99M	1	2.49%	Reduced
373	Rockefeller Capital Management New York	$22.3M	-$3M	7	0.17%	Reduced
374	Oppenheimer & Co New York	$22M	-$694K	5	0.46%	Reduced
375	ExodusPoint Capital Management New York	$21.9M	+$2.29M	5	0.21%	Increased