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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	TU TDAM USA Toronto, Ontario, Canada	$16.6M	-$758K	1	0.85%	Reduced
377	WAM Winslow Asset Management Beachwood, Ohio	$16.5M	+$72.2K	1	3.28%	Increased
378	Mutual of America Capital Management New York	$16.5M	+$168K	5	0.39%	Increased
379	WIC Water Island Capital New York	$16.3M	-$526K	1	0.82%	Reduced
380	Colony Group Boston, Massachusetts	$16.2M	-$215K	3	1.89%	Reduced
381	Madison Investment Holdings Madison, Wisconsin	$16.2M	-$10.1M	1	0.36%	Reduced
382	City National Bank Beverly Hills, Delaware	$16.2M	-$1.11M	4	0.14%	Reduced
383	Scotia Capital Toronto, Ontario, Canada	$15.9M	-$4.31M	2	0.36%	Reduced
384	GL GLG LLC New York	$15.9M	-$12.6M	2	0.4%	Reduced
385	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$15.9M	+$10.1M	1	0.62%	Increased
386	SM Stratton Management King Of Prussia, Pennsylvania	$15.8M	+$3.59M	2	1.82%	Increased
387	Heritage Investors Management Corp Bethesda, Maryland	$15.8M	+$743K	1	1.31%	Increased
388	MFP Michael F. Price	$15.7M	-$162K	2	2.34%	Reduced
389	Wilmington Savings Fund Society Wilmington, Delaware	$15.6M	-$136K	1	1%	Reduced
390	Kennedy Capital Management St Louis, Missouri	$15.6M	-$143K	1	0.32%	Reduced
391	LIA LS Investment Advisors Bloomfield Hills, Michigan	$15.6M	-$251K	6	1.25%	Reduced
392	BT Beacon Trust Morristown, New Jersey	$15.6M	-$217K	2	2.74%	Reduced
393	MIM Martin Investment Management Palm Beach Gardens, Florida	$15.5M	-$847K	1	2.5%	Reduced
394	Andra AP-fonden Goteborg, Sweden	$15.3M	-$2.31M	3	0.45%	Reduced
395	Birch Hill Investment Advisors Boston, Massachusetts	$15.3M	+$146K	1	1.67%	Increased
396	BPIM Brant Point Investment Management New York	$15.2M	-$469K	1	1.69%	Reduced
397	Polar Capital London, United Kingdom	$14.9M	-$311K	1	0.3%	Reduced
398	Nippon Life Global Investors Americas New York	$14.5M	-$213K	1	1.45%	Reduced
399	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$14.4M	+$337K	1	1.3%	Increased
400	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$14.3M	+$53.6K	3	0.18%	Increased