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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	CC Cadinha & Co Honolulu, Hawaii	$20.7M	-$69K	2	3.52%	Reduced
377	Meyer Handelman Company Rye Brook, New York	$20.3M	-$6.77M	2	0.93%	Reduced
378	DnB Asset Management Oslo, Norway	$20.3M	-$1.3M	2	0.27%	Reduced
379	ING Group Amsterdam, Netherlands	$20.2M	-$12.1M	4	0.39%	Reduced
380	LPU Lansdowne Partners (UK) London, United Kingdom	$20M	+$11.6M	1	0.21%	Increased
381	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$20M	+$1.04M	4	0.19%	Increased
382	ACM Alta Capital Management Salt Lake City, Utah	$20M	+$301K	1	1.29%	Increased
383	RegentAtlantic Capital Morristown, New Jersey	$20M	-$177K	2	1.73%	Reduced
384	CDH Charles D. Hyman	$19.9M	-$122K	3	2.48%	Reduced
385	Ladenburg Thalmann Financial Services Miami, Florida	$19.8M	-$1.01M	9	0.22%	Reduced
386	Old National Bancorp Evansville, Indiana	$19.6M	-$827K	4	1.06%	Reduced
387	Peregrine Capital Management Minneapolis, Minnesota	$19.5M	+$18.4M	1	0.47%	New
388	Amalgamated Bank New York	$19.4M	+$240K	6	0.61%	Increased
389	Sit Investment Associates Minneapolis, Minnesota	$19.2M	-$4.46M	3	0.48%	Reduced
390	Markel Group Glen Allen, Virginia	$19.2M	+$1.47M	1	0.38%	Increased
391	BOK Financial Tulsa, Oklahoma	$19.1M	-$328K	5	0.55%	Reduced
392	MAM Mastrapasqua Asset Management Nashville, Tennessee	$19M	+$112K	3	3.91%	Increased
393	UBS O'Connor Chicago, Illinois	$18.9M	+$17.7M	2	0.27%	New
394	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$18.9M	+$671K	4	0.91%	Increased
395	NC Nitorum Capital New York	$18.7M	+$8.8M	1	3.09%	Increased
396	HP Hikari Power Tokyo, Japan	$18.7M	+$835K	1	2.41%	Increased
397	MAA Matrix Asset Advisors White Plains, New York	$18.5M	+$341K	1	3.05%	Increased
398	B BP London, United Kingdom	$18.5M	-$1.18M	3	0.66%	Reduced
399	Brinker Capital Berwyn, Pennsylvania	$18.5M	+$4.38M	5	0.77%	Increased
400	CP Cumberland Partners Toronto, Ontario, Canada	$18.5M	+$555K	1	2.49%	Increased