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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	Creative Planning Overland Park, Kansas	$22.5M	+$1.53M	5	0.09%	Increased
377	Eastern Bank Boston, Massachusetts	$22.3M	+$9.77M	2	1.52%	Increased
378	WAM Winslow Asset Management Beachwood, Ohio	$22.2M	-$273K	2	4.13%	Reduced
379	HI Honeywell International Charlotte, North Carolina	$22.2M	-$1.74M	1	1.34%	Reduced
380	Samlyn Capital New York	$22.2M	+$22.1M	1	0.52%	New
381	Brinker Capital Berwyn, Pennsylvania	$22.1M	+$1.79M	5	0.85%	Increased
382	CC Cadinha & Co Honolulu, Hawaii	$22.1M	+$85.4K	2	4.04%	Increased
383	DnB Asset Management Oslo, Norway	$22M	+$1.23M	1	0.26%	Increased
384	RCYC Richard C. Young & Co Newport, Rhode Island	$21.9M	+$1.17M	2	4.42%	Increased
385	GH GAM Holding Zurich, Switzerland	$21.7M	-$1.01M	3	0.76%	Reduced
386	Alphinity Investment Management Sydney, Australia	$21.7M	+$23.3M	1	4.4%	New
387	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$21.6M	-$12.8M	3	0.67%	Reduced
388	Jupiter Investment Management London, United Kingdom	$21.6M	-$6.61M	2	0.15%	Reduced
389	Guggenheim Capital Chicago, Illinois	$21.6M	-$128M	5	0.14%	Reduced
390	Meyer Handelman Company Rye Brook, New York	$21.4M	-$74.7K	2	1.1%	Reduced
391	BOK Financial Tulsa, Oklahoma	$21.3M	+$410K	3	0.57%	Increased
392	DP Dearborn Partners Chicago, Illinois	$21.3M	-$855K	1	1.66%	Reduced
393	VanEck Associates New York	$21M	+$3.1M	1	0.1%	Increased
394	Andra AP-fonden Goteborg, Sweden	$20.8M	-$2.89M	3	0.56%	Reduced
395	HP Hikari Power Tokyo, Japan	$20.7M	$0	1	2.28%	Maintained
396	LIA LS Investment Advisors Bloomfield Hills, Michigan	$20.6M	-$1.47M	7	1.25%	Reduced
397	EULAV Asset Management Sarasota, Florida	$20.6M	-$1.13M	2	0.95%	Reduced
398	ACM Alta Capital Management Salt Lake City, Utah	$20.5M	-$77.8K	1	1.26%	Reduced
399	MAM Mastrapasqua Asset Management Nashville, Tennessee	$20.4M	+$143K	3	4.07%	Increased
400	Dai-ichi Life Insurance Company Tokyo, Japan	$20.3M	-$4.4M	3	0.49%	Reduced