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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	Capital International Inc Los Angeles, California	$14.1M	+$14.2M	1	0.51%	New
402	CEI Clark Estates Inc New York	$14M	+$14M	2	2.42%	New
403	DC Deere & Company Moline, Illinois	$14M	+$13.8M	3	0.85%	New
404	RegentAtlantic Capital Morristown, New Jersey	$14M	+$13.4M	2	1.66%	New
405	GLG Inc New York	$13.7M	+$13.7M	3	0.33%	New
406	Mutual of America Capital Management New York	$13.7M	+$13.7M	5	0.4%	New
407	MIM Martin Investment Management Palm Beach Gardens, Florida	$13.6M	+$13.8M	1	3.23%	New
408	ICM Ionic Capital Management New York	$13.6M	+$11.7M	1	0.41%	New
409	ANI American National Insurance Galveston, Texas	$13.6M	+$13.5M	2	1.01%	New
410	ECM Estabrook Capital Management New York	$13.6M	+$13.6M	3	1.44%	New
411	Mizuho Securities USA New York	$13.5M	+$13.7M	1	0.67%	New
412	Thompson Siegel & Walmsley Richmond, Virginia	$13.5M	+$12.7M	3	0.29%	New
413	Jacobs Levy Equity Management Florham Park, New Jersey	$13.5M	+$13.5M	3	0.24%	New
414	Fuller & Thaler Asset Management San Mateo, California	$13.3M	+$12.3M	4	0.93%	New
415	BOK Financial Tulsa, Oklahoma	$13.2M	+$13.1M	4	0.5%	New
416	RCM Royal Capital Management New York	$13.1M	+$11.3M	1	4.54%	New
417	Synovus Financial Columbus, Georgia	$13M	+$12.8M	3	0.4%	New
418	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$13M	+$13.2M	1	2.91%	New
419	Janus Henderson Group London,	$13M	+$12.7M	3	0.15%	New
420	Norinchukin Bank Tokyo, Japan	$12.8M	+$12.8M	2	0.39%	New
421	MWAC Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$12.7M	+$12.8M	2	2.52%	New
422	Clifford Swan Investment Counsel Pasadena, California	$12.7M	+$12.7M	3	1.06%	New
423	ST Sabal Trust St. Petersburg, Florida	$12.6M	+$12.8M	1	2.02%	New
424	Picton Mahoney Asset Management Toronto, Ontario, Canada	$12.5M	+$11.8M	1	0.93%	New
425	MAI Marble Arch Investments New York	$12.5M	+$10.8M	1	0.96%	New