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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	ACM Alta Capital Management Salt Lake City, Utah	$28.9M	-$808K	1	1.88%	Reduced
377	CC Cannell & Co New York	$28.8M	+$20.5M	2	1.02%	Increased
378	Pentwater Capital Management Naples, Florida	$28.5M	+$1.87M	1	0.47%	Increased
379	Jefferies Group New York	$28.4M	+$21.9M	6	0.22%	Increased
380	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$28.2M	+$2.01M	1	0.8%	Increased
381	Brinker Capital Berwyn, Pennsylvania	$28.2M	-$202K	6	0.87%	Reduced
382	GIP Granite Investment Partners El Segundo, California	$28.1M	+$805K	3	1.32%	Increased
383	Wolverine Trading Chicago, Illinois	$27.9M	+$26.8M	6	0.07%	Increased
384	NAM North American Management Boston, Massachusetts	$27.7M	-$29.6K	1	4.09%	Reduced
385	CIC Canal Insurance Company Greenville, South Carolina	$27.3M	+$633K	4	9.74%	Increased
386	Carson Wealth (CWM LLC) Omaha, Nebraska	$27.3M	$0	7	0.22%	Maintained
387	CDH Charles D. Hyman	$27.2M	-$168K	3	2.67%	Reduced
388	Panagora Asset Management Boston, Massachusetts	$27.2M	-$23.8M	5	0.12%	Reduced
389	EP Wealth Advisors Torrance, California	$27.1M	+$819K	3	1.11%	Increased
390	EULAV Asset Management Sarasota, Florida	$26.8M	+$5.87M	2	0.92%	Increased
391	LCM Lakewood Capital Management New York	$26.7M	-$13.9M	1	0.94%	Reduced
392	Advisors Capital Management Ridgewood, New Jersey	$26.5M	+$2.35M	4	1.24%	Increased
393	Crossmark Global Holdings Houston, Texas	$26.5M	-$9.9M	6	0.73%	Reduced
394	Commerzbank Aktiengesellschaft Frankfurt, Germany	$26.2M	-$82.9M	3	0.26%	Reduced
395	Marshall Wace London, United Kingdom	$26.1M	-$29.8M	3	0.18%	Reduced
396	Carnegie Investment Counsel Pepper Pike, Ohio	$26.1M	+$103K	2	1.5%	Increased
397	Tocqueville Asset Management New York	$26M	-$14M	3	0.38%	Reduced
398	RG Renaissance Group Covington, Kentucky	$25.9M	-$906K	1	1.06%	Reduced
399	CC Carlson Capital Dallas, Texas	$25.9M	-$3.26M	1	0.47%	Reduced
400	Oppenheimer & Co New York	$25.8M	+$572K	4	0.64%	Increased