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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	AL AJO LP Philadelphia, Pennsylvania	$27.6M	+$25.7M	2	0.16%	Increased
377	Guinness Asset Management London, United Kingdom	$27.5M	+$3.89M	1	4.18%	Increased
378	USAA United Services Automobile Association San Antonio, Texas	$27.4M	-$165M	3	0.34%	Reduced
379	Carson Wealth (CWM LLC) Omaha, Nebraska	$27.3M	$0	7	0.22%	Maintained
380	PC Paulson & Co New York	$27.3M	$0	1	0.55%	Maintained
381	DP Dearborn Partners Chicago, Illinois	$27.2M	+$436K	3	1.57%	Increased
382	Cambridge Investment Research Advisors Fairfield, Iowa	$27.2M	+$1.51M	6	0.24%	Increased
383	Sterling Capital Management Charlotte, North Carolina	$27.2M	+$1.94M	4	0.26%	Increased
384	ACM Alta Capital Management Salt Lake City, Utah	$27.1M	-$3.12M	1	1.87%	Reduced
385	Carnegie Investment Counsel Pepper Pike, Ohio	$27M	-$857K	2	1.72%	Reduced
386	SH SeaTown Holdings Singapore	$26.9M	-$4.74M	2	3.59%	Reduced
387	Pacer Advisors Malvern, Pennsylvania	$26.8M	+$3M	6	0.6%	Increased
388	Kornitzer Capital Management Shawnee Mission, Kansas	$26.8M	-$7.56M	3	0.49%	Reduced
389	CC Carlson Capital Dallas, Texas	$26.7M	+$7.96M	1	0.48%	Increased
390	CDH Charles D. Hyman	$26.2M	-$478K	3	2.74%	Reduced
391	IP Interval Partners New York	$26.2M	+$13.1M	2	1.02%	Increased
392	PineBridge Investments New York	$26M	+$10.6M	5	0.42%	Increased
393	Heritage Investors Management Corp Bethesda, Maryland	$25.9M	+$1.59M	2	1.48%	Increased
394	Advisors Capital Management Ridgewood, New Jersey	$25.8M	+$4.52M	4	1.4%	Increased
395	Oppenheimer & Co New York	$25.5M	+$4.5M	4	0.7%	Increased
396	Peregrine Capital Management Minneapolis, Minnesota	$25.3M	+$4.61M	2	0.69%	Increased
397	NAM North American Management Boston, Massachusetts	$25.3M	+$302K	1	3.96%	Increased
398	BA Boston Advisors Boston, Massachusetts	$25.3M	+$15.6M	3	1.32%	Increased
399	Nomura Holdings Tokyo, Japan	$25.1M	-$1.11M	3	0.09%	Reduced
400	Bessemer Group Woodbridge, New Jersey	$24.9M	-$109M	4	0.09%	Reduced