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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	Winton Group London, United Kingdom	$16.2M	-$4.09M	2	0.27%	Reduced
402	ELC Edgar Lomax Company Kingstowne, Virginia	$16.1M	+$792K	1	1.01%	Increased
403	DP Dearborn Partners Chicago, Illinois	$16.1M	+$417K	1	1.4%	Increased
404	CC Cadinha & Co Honolulu, Hawaii	$16M	+$122K	2	3.44%	Increased
405	WAM Winslow Asset Management Beachwood, Ohio	$16M	-$608K	1	3.59%	Reduced
406	MLL Moody Lynn & Lieberson Boston, Massachusetts	$15.9M	+$1.42M	3	2.84%	Increased
407	Janus Henderson Group London,	$15.7M	-$1.09M	3	0.13%	Reduced
408	MAM Mastrapasqua Asset Management Nashville, Tennessee	$15.6M	+$2.28M	3	3.91%	Increased
409	CIM Corda Investment Management Houston, Texas	$15.5M	+$379K	1	2.48%	Increased
410	EARNEST Partners Atlanta, Georgia	$15.3M	-$1.51M	2	0.17%	Reduced
411	Andra AP-fonden Goteborg, Sweden	$15.3M	-$1.28M	3	0.39%	Reduced
412	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$15.2M	-$336K	3	0.18%	Reduced
413	MIM Martin Investment Management Palm Beach Gardens, Florida	$15.2M	-$857K	1	2.54%	Reduced
414	New Mexico Educational Retirement Board Santa Fe, New Mexico	$15.2M	+$720K	3	0.68%	Increased
415	MAA Matrix Asset Advisors White Plains, New York	$15.1M	-$51.7K	1	2.95%	Reduced
416	CAM Capstone Asset Management Houston, Texas	$15.1M	-$147K	5	0.45%	Reduced
417	Tocqueville Asset Management New York	$14.9M	+$687K	2	0.18%	Increased
418	MAM Marketfield Asset Management New York	$14.9M	-$16.8M	1	0.65%	Reduced
419	SCM Suffolk Capital Management New York	$14.9M	+$685K	2	1.91%	Increased
420	Laurion Capital Management New York	$14.7M	+$14.5M	2	0.23%	Increased
421	Advisor Group Phoenix, Arizona	$14.6M	+$14.1M	8	0.38%	New
422	Welch Group Birmingham, Alabama	$14.4M	-$3.09M	2	2.93%	Reduced
423	GP GLG Partners London, United Kingdom	$14.2M	-$8.44M	2	0.42%	Reduced
424	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$14.1M	+$10.3M	2	1.22%	Increased
425	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$14M	+$176K	2	2.54%	Increased