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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
401	Ceredex Value Advisors Orlando, Florida	$43.6M	+$47.7M	1	1.23%	New
402	AIM Avity Investment Management Greenwich, Connecticut	$43.4M	-$3.76M	1	2.77%	Reduced
403	Salem Investment Counselors Winston Salem, North Carolina	$43.3M	-$122K	6	1.07%	Reduced
404	CIP Champlain Investment Partners Burlington, Vermont	$43.1M	-$9.86M	2	1.11%	Reduced
405	Jupiter Asset Management London, United Kingdom	$42.8M	+$36.3M	2	0.21%	Increased
406	SAIG Semper Augustus Investments Group Highlands Ranch, Colorado	$42.7M	+$3.25M	1	4.83%	Increased
407	Markel Group Glen Allen, Virginia	$42.5M	$0	1	0.32%	Maintained
408	Cullen/Frost Bankers San Antonio, Texas	$42.5M	-$614K	3	0.42%	Reduced
409	Bridgeway Capital Management Houston, Texas	$42.4M	+$5.59M	2	0.75%	Increased
410	GW&K Investment Management Boston, Massachusetts	$42.2M	-$10.1M	4	0.33%	Reduced
411	Acadian Asset Management Boston, Massachusetts	$42.1M	-$18M	5	0.05%	Reduced
412	BSL Blue Sparrow LLC Dover, Delaware	$42M	+$32.5M	2	0.41%	Increased
413	MAM Mark Asset Management New York	$41.9M	+$1.92M	1	2.82%	Increased
414	RWA Wealth Partners Newton, Massachusetts	$41.8M	+$1.82M	2	0.4%	Increased
415	Aptus Capital Advisors Fairhope, Alabama	$41.5M	+$1.09M	3	0.28%	Increased
416	Tocqueville Asset Management New York	$41.5M	-$111K	2	0.55%	Reduced
417	SFM Stack Financial Management Whitefish, Montana	$41.3M	+$250K	1	3.22%	Increased
418	IFM Investors Melbourne, Australia	$41.2M	+$4.77M	3	0.27%	Increased
419	Stephens Inc Little Rock, Arkansas	$41.2M	-$1.04M	4	0.46%	Reduced
420	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$40.8M	-$341K	1	2.85%	Reduced
421	GIA GHP Investment Advisors Denver, Colorado	$40.8M	+$192K	5	1.5%	Increased
422	Scotia Capital Toronto, Ontario, Canada	$40.8M	+$4.63M	4	0.15%	Increased
423	Hudson Bay Capital Management Stamford, Connecticut	$40.7M	-$28.5M	4	0.11%	Reduced
424	VV Verity & Verity Beaufort, South Carolina	$40.6M	+$283K	1	2.8%	Increased
425	Vontobel Holding Zurich, Switzerland	$40.6M	+$3.34M	4	0.13%	Increased