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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	Amalgamated Bank New York	$25.3M	-$1.4M	5	0.63%	Reduced
377	WAM Winslow Asset Management Beachwood, Ohio	$24.9M	-$725K	2	4.53%	Reduced
378	HI Honeywell International Charlotte, North Carolina	$24.9M	$0	1	1.41%	Maintained
379	Heritage Investors Management Corp Bethesda, Maryland	$24.8M	-$463K	1	1.42%	Reduced
380	DP Dearborn Partners Chicago, Illinois	$24.5M	+$688K	2	1.72%	Increased
381	Oppenheimer & Co New York	$24.5M	-$4.43M	4	0.62%	Reduced
382	CC Cadinha & Co Honolulu, Hawaii	$24.2M	+$1.33M	2	3.83%	Increased
383	Eastern Bank Boston, Massachusetts	$24.1M	+$228K	2	1.57%	Increased
384	ACM Alta Capital Management Salt Lake City, Utah	$24.1M	+$1.1M	1	1.34%	Increased
385	Weiss Multi-Strategy Advisers New York	$23.9M	-$3.6M	4	0.63%	Reduced
386	Meyer Handelman Company Rye Brook, New York	$23.8M	-$173K	2	1.16%	Reduced
387	Creative Planning Overland Park, Kansas	$23.8M	-$656K	5	0.09%	Reduced
388	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$23.3M	-$12.7M	1	1.65%	Reduced
389	AIM Assured Investment Management New York	$23.3M	-$14.7M	5	0.42%	Reduced
390	WCM Windward Capital Management Los Angeles, California	$23M	+$6.49M	1	2.86%	Increased
391	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$23M	+$1.09M	5	0.22%	Increased
392	HP Hikari Power Tokyo, Japan	$22.8M	-$307K	1	2.32%	Reduced
393	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$22.8M	-$896K	4	0.68%	Reduced
394	Jane Street New York	$22.8M	-$2.25M	6	0.05%	Reduced
395	NIMI Natixis Investment Managers International Paris, France	$22.6M	+$4.91M	3	1.06%	Increased
396	GH GAM Holding Zurich, Switzerland	$22.5M	-$444K	3	0.82%	Reduced
397	Pinnacle Associates New York	$22.4M	+$218K	3	0.47%	Increased
398	MAM Mastrapasqua Asset Management Nashville, Tennessee	$22.4M	-$5.33K	3	4.24%	Reduced
399	Alphinity Investment Management Sydney, Australia	$22.4M	$0	1	4.27%	Maintained
400	RBA Richard Bernstein Advisors New York	$22.3M	+$3.84M	3	0.64%	Increased