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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	Ladenburg Thalmann Financial Services Miami, Florida	$20.3M	+$424K	9	0.24%	Increased
377	CDH Charles D. Hyman	$20.3M	+$1.65M	3	2.59%	Increased
378	BCM Barometer Capital Management Toronto, Ontario, Canada	$20.1M	-$7.68M	1	2.04%	Reduced
379	MLL Moody Lynn & Lieberson Boston, Massachusetts	$20.1M	-$3.55M	3	2.64%	Reduced
380	AWM Ashmore Wealth Management Wilmington, Delaware	$19.9M	-$771K	1	1.11%	Reduced
381	Kennedy Capital Management St Louis, Missouri	$19.6M	-$9.8M	2	0.37%	Reduced
382	Kornitzer Capital Management Shawnee Mission, Kansas	$19.4M	-$3.1M	2	0.34%	Reduced
383	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$19.3M	$0	1	0.84%	Maintained
384	TIP Torray Investment Partners Bethesda, Maryland	$19.3M	-$1.42M	1	2.04%	Reduced
385	B BP London, United Kingdom	$19.2M	$0	3	0.71%	Maintained
386	MAA Matrix Asset Advisors White Plains, New York	$19.1M	+$32.6K	1	3.28%	Increased
387	Wilmington Savings Fund Society Wilmington, Delaware	$19.1M	-$404K	1	1.14%	Reduced
388	Welch Group Birmingham, Alabama	$19M	+$770K	2	3.17%	Increased
389	WAM Winslow Asset Management Beachwood, Ohio	$19M	+$271K	2	3.86%	Increased
390	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$18.9M	+$10.2M	4	0.93%	Increased
391	Old National Bancorp Evansville, Indiana	$18.9M	-$1.34M	4	1.03%	Reduced
392	CP Cumberland Partners Toronto, Ontario, Canada	$18.9M	+$276K	1	2.67%	Increased
393	HP Hikari Power Tokyo, Japan	$18.8M	+$4.82M	1	2.53%	Increased
394	BOK Financial Tulsa, Oklahoma	$18.8M	-$246K	5	0.59%	Reduced
395	CC Cadinha & Co Honolulu, Hawaii	$18.7M	-$239K	2	3.25%	Reduced
396	Sterling Capital Management Charlotte, North Carolina	$18.6M	+$1.35M	3	0.18%	Increased
397	Markel Group Glen Allen, Virginia	$18.6M	+$2.02M	1	0.4%	Increased
398	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$18.6M	+$1.11M	4	0.19%	Increased
399	Amalgamated Bank New York	$18.6M	+$6.41M	6	0.61%	Increased
400	RegentAtlantic Capital Morristown, New Jersey	$18.6M	-$128K	2	1.69%	Reduced