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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	SGDR SPX Gestao de Recursos Rio De Janeiro, Brazil	$29M	+$12.3M	2	3.98%	Increased
352	CAM Cacti Asset Management Atlanta, Georgia	$28.7M	+$358K	1	2.68%	Increased
353	ACM American Capital Management New York	$28.7M	+$918K	1	1.08%	Increased
354	Covington Capital Management Los Angeles, California	$28.5M	-$652K	3	1.16%	Reduced
355	Jane Street New York	$28.5M	-$34.8M	7	0.01%	Reduced
356	AC Albar Capital London, United Kingdom	$28.3M	+$28.3M	1	10.55%	New
357	Hantz Financial Services Southfield, Michigan	$28.2M	+$727K	3	0.95%	Increased
358	Becker Capital Management Portland, Oregon	$28.1M	-$882K	1	1.35%	Reduced
359	Cerity Partners New York	$27.9M	+$24.4M	4	0.31%	Increased
360	SCP Sandhill Capital Partners Buffalo, New York	$27.5M	-$4.93M	1	2.94%	Reduced
361	Ferguson Wellman Capital Management Portland, Oregon	$27.5M	+$387K	2	1.02%	Increased
362	GD Grandfield & Dodd New York	$27.4M	+$698K	1	2.16%	Increased
363	Exencial Wealth Advisors Oklahoma City, Oklahoma	$27.4M	+$372K	3	1.55%	Increased
364	WIC Water Island Capital New York	$27.3M	-$2.25M	1	1.7%	Reduced
365	VCM Vigilant Capital Management Portland, Maine	$27.2M	-$172K	3	2.35%	Reduced
366	BOK Financial Tulsa, Oklahoma	$27.1M	+$2.86M	4	0.52%	Increased
367	Badgley Phelps Wealth Managers Seattle, Washington	$27.1M	-$117K	2	1.11%	Reduced
368	Border to Coast Pensions Partnership Leeds, United Kingdom	$27M	+$3.55M	1	0.84%	Increased
369	Zurich Cantonal Bank Zurich, Switzerland	$26.6M	-$15.3K	5	0.16%	Reduced
370	SAIG Semper Augustus Investments Group Highlands Ranch, Colorado	$26.6M	-$10.3M	1	7.87%	Reduced
371	PFS Investments Duluth, Georgia	$26.3M	+$1.85M	3	0.53%	Increased
372	NCM Narwhal Capital Management Marietta, Georgia	$26M	-$1.02M	3	3.56%	Reduced
373	Cetera Advisor Networks El Segundo, California	$25.8M	+$2.34M	3	0.33%	Increased
374	Thornburg Investment Management Santa Fe, New Mexico	$25.7M	+$1.92M	1	0.39%	Increased
375	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$25.6M	+$171K	3	0.79%	Increased