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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	HP Holowesko Partners Nassau, Bahamas	$28.6M	-$6.61M	2	11.69%	Reduced
352	Gulf International Bank (UK) London, United Kingdom	$28.5M	-$9.1M	3	0.4%	Reduced
353	CIBC Asset Management Toronto, Ontario, Canada	$28.4M	+$360K	5	0.1%	Increased
354	KL KGH Ltd Nassau, Bahamas	$28.4M	+$27.6M	1	2.89%	New
355	Fiduciary Trust Boston, Massachusetts	$28.2M	-$2.38M	4	0.46%	Reduced
356	Kestra Advisory Services Austin, Texas	$28.1M	-$1.63M	6	0.28%	Reduced
357	CAM ClariVest Asset Management San Diego, California	$28.1M	-$1.38M	2	0.86%	Reduced
358	Clark Capital Management Group Philadelphia, Pennsylvania	$28M	+$657K	3	0.34%	Increased
359	MassMutual Private Wealth & Trust Windsor, Connecticut	$27.7M	+$1.11M	7	1.03%	Increased
360	Hood River Capital Management Palm Beach Gardens, Florida	$27.3M	-$415K	1	0.82%	Reduced
361	Squarepoint New York	$27.3M	+$19.5M	6	0.07%	Increased
362	Cambridge Associates Boston, Massachusetts	$27.1M	+$27.5M	1	1%	New
363	Clifford Swan Investment Counsel Pasadena, California	$27M	-$90.6K	4	0.95%	Reduced
364	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$26.9M	-$233K	2	1.05%	Reduced
365	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$26.6M	-$375K	1	0.94%	Reduced
366	SAM Stansberry Asset Management Westlake, Texas	$26.5M	+$759K	2	4.25%	Increased
367	NN Investment Partners Holdings The Hague, Netherlands	$26.3M	+$21M	1	0.13%	Increased
368	Becker Capital Management Portland, Oregon	$26.3M	-$2.01M	1	1.04%	Reduced
369	Private Advisor Group Morristown, New Jersey	$26.2M	-$8.99M	4	0.2%	Reduced
370	SFG Sather Financial Group Victoria, Texas	$26M	+$9.75M	1	2.26%	Increased
371	Nissay Asset Management Tokyo, Japan	$26M	+$611K	3	0.2%	Increased
372	Whittier Trust South Pasadena, California	$25.9M	+$4.91M	4	0.42%	Increased
373	Covington Capital Management Los Angeles, California	$25.7M	+$741K	3	0.89%	Increased
374	SGCM Sand Grove Capital Management London, United Kingdom	$25.7M	+$19.6M	1	3.26%	Increased
375	Carnegie Investment Counsel Pepper Pike, Ohio	$25.5M	-$854K	2	0.84%	Reduced