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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	ELC Edgar Lomax Company Kingstowne, Virginia	$15M	+$277K	1	1.03%	Increased
402	WAM Winslow Asset Management Beachwood, Ohio	$14.9M	-$1.75M	1	3.34%	Reduced
403	MAA Matrix Asset Advisors White Plains, New York	$14.8M	+$3.63M	1	2.92%	Increased
404	NN Investment Partners Holdings The Hague, Netherlands	$14.8M	+$13.6M	1	0.14%	New
405	CIM Corda Investment Management Houston, Texas	$14.8M	+$1.63M	1	2.59%	Increased
406	SCM SKBA Capital Management San Francisco, California	$14.7M	-$176K	1	1.48%	Reduced
407	GL GLG LLC New York	$14.6M	+$2.98M	3	0.91%	Increased
408	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$14.6M	-$337K	4	0.18%	Reduced
409	Mackenzie Financial Toronto Ontario, Ontario, Canada	$14.5M	+$3.27M	3	0.13%	Increased
410	Commerzbank Aktiengesellschaft Frankfurt, Germany	$14.4M	-$10.4M	3	0.12%	Reduced
411	CAM Capstone Asset Management Houston, Texas	$14.4M	+$1.3M	5	0.41%	Increased
412	EULAV Asset Management Sarasota, Florida	$14.3M	+$2.15M	2	0.8%	Increased
413	CCM Cadence Capital Management Boston, Massachusetts	$14.2M	-$1.44M	2	1%	Reduced
414	CC Cadinha & Co Honolulu, Hawaii	$14.2M	-$143K	2	3.66%	Reduced
415	SG Americas Securities New York	$14.2M	-$17.1M	6	0.1%	Reduced
416	Barings Charlotte, North Carolina	$14.1M	+$1.91M	4	0.38%	Increased
417	Picton Mahoney Asset Management Toronto, Ontario, Canada	$14M	-$491K	1	0.89%	Reduced
418	People's United Financial Bridgeport, Connecticut	$14M	-$1.65M	3	0.74%	Reduced
419	BT Beacon Trust Morristown, New Jersey	$14M	-$1.27M	1	2.43%	Reduced
420	Tocqueville Asset Management New York	$13.8M	+$857K	2	0.18%	Increased
421	WesBanco Bank Wheeling, West Virginia	$13.8M	-$11.3K	1	0.82%	Reduced
422	New Mexico Educational Retirement Board Santa Fe, New Mexico	$13.7M	-$388K	3	0.66%	Reduced
423	MLL Moody Lynn & Lieberson Boston, Massachusetts	$13.5M	+$5.84M	3	2.13%	Increased
424	Swiss Life Asset Management Zurich,	$13.4M	-$80.5K	2	0.57%	Reduced
425	BUB BBVA USA Bancshares Houston, Texas	$13.4M	-$1.65M	2	1.01%	Reduced