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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	SM Stratton Management King Of Prussia, Pennsylvania	$17M	-$397K	2	2.07%	Reduced
377	Birch Hill Investment Advisors Boston, Massachusetts	$16.8M	+$290K	1	1.76%	Increased
378	SCM Sandler Capital Management New York	$16.8M	+$6.09M	1	1.6%	Increased
379	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$16.7M	+$2.9M	3	0.19%	Increased
380	Wilmington Savings Fund Society Wilmington, Delaware	$16.7M	-$227K	1	1.04%	Reduced
381	SCM SKBA Capital Management San Francisco, California	$16.6M	$0	1	1.69%	Maintained
382	EARNEST Partners Atlanta, Georgia	$16.6M	+$388K	2	0.17%	Increased
383	Two Sigma Advisers New York	$16.6M	-$132M	3	0.1%	Reduced
384	Carnegie Investment Counsel Pepper Pike, Ohio	$16.5M	+$5.04M	2	2.86%	Increased
385	MWAC Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$16.5M	+$16.4M	3	1.61%	New
386	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$16.4M	+$2.51M	1	5.36%	Increased
387	Allstate Corporation Northbrook, Illinois	$16.4M	+$8.76M	2	1.56%	Increased
388	RAM RWC Asset Management London, United Kingdom	$16.1M	+$14.9M	1	1.1%	New
389	WAM Winslow Asset Management Beachwood, Ohio	$16M	+$6.52K	1	3.17%	Increased
390	Natixis Paris, France	$16M	-$30.1M	4	0.27%	Reduced
391	Nicholas Company Milwaukee, Wisconsin	$15.9M	+$10.9M	2	0.3%	Increased
392	Nomura Holdings Tokyo, Japan	$15.8M	-$5.4M	5	0.04%	Reduced
393	Janus Henderson Group London,	$15.7M	$0	3	0.13%	Maintained
394	MIM Martin Investment Management Palm Beach Gardens, Florida	$15.6M	-$1.15M	1	2.48%	Reduced
395	BOK Financial Tulsa, Oklahoma	$15.5M	+$122K	5	0.56%	Increased
396	LIA LS Investment Advisors Bloomfield Hills, Michigan	$15.5M	-$1.37M	6	1.2%	Reduced
397	BlueCrest Capital Management St Helier, Jersey	$15.5M	-$8.05M	5	0.64%	Reduced
398	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$15.5M	-$73.8K	1	1.35%	Reduced
399	LIC Lodestar Investment Counsel Chicago, Illinois	$15.4M	+$739K	1	2.43%	Increased
400	CCM Cadence Capital Management Boston, Massachusetts	$15.4M	+$1.81M	2	1.03%	Increased