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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	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$22.3M	-$379K	3	2.15%	Reduced
377	Pacer Advisors Malvern, Pennsylvania	$22.3M	+$3.04M	7	0.54%	Increased
378	EP Wealth Advisors Torrance, California	$22.1M	+$4.52M	3	1.38%	Increased
379	Adams Diversified Equity Fund Baltimore, Maryland	$22M	+$7.19M	1	1.17%	Increased
380	CAM Cortina Asset Management Milwaukee, Wisconsin	$21.9M	+$1.47M	1	1.35%	Increased
381	MML Investors Services Springfield, Massachusetts	$21.8M	+$225K	3	0.31%	Increased
382	Dai-ichi Life Insurance Company Tokyo, Japan	$21.8M	+$340K	3	0.53%	Increased
383	Mariner Overland Park, Kansas	$21.8M	+$135K	5	0.26%	Increased
384	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$21.7M	-$638K	2	1.91%	Reduced
385	MAM Mastrapasqua Asset Management Nashville, Tennessee	$21.7M	-$188K	3	4.11%	Reduced
386	MAP Managed Asset Portfolios Rochester, Michigan	$21.6M	-$3.66M	1	4.89%	Reduced
387	Pinnacle Associates New York	$21.5M	-$792K	3	0.5%	Reduced
388	WCM Windward Capital Management Los Angeles, California	$21.4M	-$321K	1	2.67%	Reduced
389	Meyer Handelman Company Rye Brook, New York	$21.3M	-$1.51M	2	1.09%	Reduced
390	HCM Huber Capital Management El Segundo, California	$21.2M	-$3.01M	1	2.52%	Reduced
391	AIM Allen Investment Management New York	$21.2M	+$10.9M	1	0.61%	Increased
392	CAM Cacti Asset Management Atlanta, Georgia	$21.2M	+$1.48M	1	1.63%	Increased
393	Creative Planning Overland Park, Kansas	$21M	-$2.67M	5	0.07%	Reduced
394	Saturna Capital Bellingham, Washington	$21M	-$62.4M	1	0.62%	Reduced
395	WBC Westpac Banking Corp Sydney, Australia	$20.8M	+$895K	3	0.32%	Increased
396	SCM Stevens Capital Management Radnor, Pennsylvania	$20.8M	+$9.36M	3	0.93%	Increased
397	CC Cadinha & Co Honolulu, Hawaii	$20.6M	+$887K	2	3.73%	Increased
398	BC Beaconlight Capital New York	$20.5M	+$3.57M	1	5.36%	Increased
399	Ninety One (UK) London, United Kingdom	$20.4M	+$4.57M	1	0.08%	Increased
400	Nicholas Company Milwaukee, Wisconsin	$20.2M	-$1.48M	1	0.45%	Reduced