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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	WIC Water Island Capital New York	$25.9M	-$949K	1	1.47%	Reduced
352	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$25.7M	+$504K	3	1.39%	Increased
353	OCM Osterweis Capital Management San Francisco, California	$25.7M	+$17.6M	2	1.93%	Increased
354	Fiduciary Trust Boston, Massachusetts	$25.4M	-$322K	4	0.55%	Reduced
355	CIBC World Market Toronto, Ontario, Canada	$25.3M	+$5.31M	3	0.1%	Increased
356	Moore Capital Management New York	$25.3M	+$13.3M	4	0.59%	Increased
357	NCM Narwhal Capital Management Marietta, Georgia	$25.2M	+$1.9M	3	3.66%	Increased
358	Covington Capital Management Los Angeles, California	$25.1M	+$750K	3	1.08%	Increased
359	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$25M	+$27.8M	3	0.43%	New
360	Steward Partners Investment Advisory New York	$24.8M	+$4.1M	8	0.46%	Increased
361	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$24.7M	-$15.4M	1	1.42%	Reduced
362	ZCM Ziegler Capital Management Chicago, Illinois	$24.6M	+$16M	2	1.08%	Increased
363	Todd Asset Management Louisville, Kentucky	$24.6M	-$329K	1	0.69%	Reduced
364	Advisors Asset Management Monument, Colorado	$24.5M	-$3.28M	7	0.49%	Reduced
365	CAM Cacti Asset Management Atlanta, Georgia	$24.5M	$0	1	2.45%	Maintained
366	Cetera Advisor Networks El Segundo, California	$24.3M	+$895K	4	0.3%	Increased
367	AGA Altrinsic Global Advisors Stamford, Connecticut	$24.1M	-$2.17M	1	1.11%	Reduced
368	AP Atwood & Palmer Kansas City, Missouri	$24M	+$838K	4	2.38%	Increased
369	GD Grandfield & Dodd New York	$23.9M	+$622K	1	1.95%	Increased
370	Becker Capital Management Portland, Oregon	$23.6M	-$388K	1	1.24%	Reduced
371	VCM Vigilant Capital Management Portland, Maine	$23.6M	+$177K	3	2.22%	Increased
372	Badgley Phelps Wealth Managers Seattle, Washington	$23.6M	+$421K	2	1.01%	Increased
373	Scotia Capital Toronto, Ontario, Canada	$23.2M	+$2.84M	3	0.19%	Increased
374	Exencial Wealth Advisors Oklahoma City, Oklahoma	$23.2M	-$601K	3	1.4%	Reduced
375	PFS Investments Duluth, Georgia	$23.1M	+$462	3	0.42%	Increased