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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
376	KMC Kirr Marbach & Co Columbus, Indiana	$18.3M	-$45.9K	1	3.38%	Reduced
377	Advisors Asset Management Monument, Colorado	$18.2M	-$7.37M	5	0.24%	Reduced
378	MC Martin Currie Edinburgh, United Kingdom	$18.2M	-$2.26M	1	1.56%	Reduced
379	LHC Lodge Hill Capital New York	$18.1M	+$1.88M	1	2.82%	Increased
380	Colony Group Boston, Massachusetts	$17.9M	-$459K	3	1.87%	Reduced
381	Tocqueville Asset Management New York	$17.9M	-$865K	4	0.19%	Reduced
382	SM Stratton Management King Of Prussia, Pennsylvania	$17.8M	+$1.98M	2	0.73%	Increased
383	MWAC Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$17.8M	+$572K	3	2.57%	Increased
384	Pinnacle Associates New York	$17.7M	+$419K	2	0.35%	Increased
385	NG NatWest Group Edinburgh, Scotland, United Kingdom	$17.7M	-$522K	2	0.15%	Reduced
386	GL GLG LLC New York	$17.7M	-$8.3M	2	0.53%	Reduced
387	Sterling Capital Management Charlotte, North Carolina	$17.7M	-$2.43M	4	0.15%	Reduced
388	BPM Bronson Point Management Fairfield, Connecticut	$17.7M	+$16.6M	1	1.39%	New
389	MIM Martin Investment Management Palm Beach Gardens, Florida	$17.1M	+$512K	1	2.82%	Increased
390	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$17.1M	+$273K	1	1.5%	Increased
391	South Dakota Investment Council Sioux Falls, South Dakota	$17M	+$184K	4	0.33%	Increased
392	Artemis Investment Management Edinburgh, United Kingdom	$17M	+$9.12M	1	0.66%	Increased
393	UMA USA Mutuals Advisors Dallas, Texas	$17M	$0	2	7.15%	Maintained
394	PP Patten & Patten Chattanooga, Tennessee	$16.9M	-$35.7K	2	2.56%	Reduced
395	DC Deere & Company Moline, Illinois	$16.9M	-$757K	4	0.92%	Reduced
396	United Capital Financial Advisors Irving, Texas	$16.8M	+$944K	3	0.25%	Increased
397	ST Sabal Trust St. Petersburg, Florida	$16.7M	+$713K	1	2.16%	Increased
398	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$16.6M	-$2.14M	3	0.13%	Reduced
399	WAM World Asset Management Detroit, Michigan	$16.5M	-$3.49M	4	0.57%	Reduced
400	OI Oakbrook Investments Lisle, Illinois	$16.5M	-$3.74M	3	0.89%	Reduced