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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	CAM Capstone Asset Management Houston, Texas	$16.2M	+$1.22M	5	0.47%	Increased
377	Oppenheimer & Co New York	$16.2M	-$2.56M	5	0.47%	Reduced
378	Janney Montgomery Scott Philadelphia, Pennsylvania	$16.1M	-$13.2M	3	0.28%	Reduced
379	ELC Edgar Lomax Company Kingstowne, Virginia	$16M	-$5.24K	1	0.99%	Reduced
380	MAA Matrix Asset Advisors White Plains, New York	$15.9M	+$959K	1	2.81%	Increased
381	WI Wafra Inc New York	$15.9M	-$4.68M	1	1.18%	Reduced
382	Andra AP-fonden Goteborg, Sweden	$15.7M	+$521K	3	0.42%	Increased
383	CC Cadinha & Co Honolulu, Hawaii	$15.6M	+$125K	2	3.17%	Increased
384	Barings Charlotte, North Carolina	$15.6M	-$942K	4	0.4%	Reduced
385	CIM Corda Investment Management Houston, Texas	$15.5M	+$248K	1	2.53%	Increased
386	MAM Mastrapasqua Asset Management Nashville, Tennessee	$15.3M	-$275K	3	3.78%	Reduced
387	MLL Moody Lynn & Lieberson Boston, Massachusetts	$15.3M	-$297K	3	2.54%	Reduced
388	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$15.3M	-$2.23M	1	0.7%	Reduced
389	Janus Henderson Group London,	$15.2M	-$377K	3	0.11%	Reduced
390	SWITC Stewart West Indies Trading Company Boulder, Colorado	$15.2M	$0	1	1.46%	Maintained
391	WAM Winslow Asset Management Beachwood, Ohio	$15.2M	-$255K	1	3.34%	Reduced
392	Welch Group Birmingham, Alabama	$15.1M	+$934K	2	3.01%	Increased
393	DCM Dupont Capital Management Wilmington, Delaware	$15.1M	+$5.93M	2	0.34%	Increased
394	QIM Quest Investment Management Lake Oswego, Oregon	$15M	+$8.87M	1	1.97%	Increased
395	Quadrature Capital London, United Kingdom	$15M	+$9.7M	2	1.31%	Increased
396	LPU Lansdowne Partners (UK) London, United Kingdom	$15M	-$3.67M	1	0.13%	Reduced
397	Advisor Group Phoenix, Arizona	$14.7M	+$518K	9	0.35%	Increased
398	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$14.7M	-$249K	3	0.17%	Reduced
399	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$14.6M	+$581K	2	0.14%	Increased
400	Clark Capital Management Group Philadelphia, Pennsylvania	$14.6M	-$1.77M	1	0.84%	Reduced