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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	Welch Group Birmingham, Alabama	$16.2M	-$98.1K	2	3.17%	Reduced
402	Barings Charlotte, North Carolina	$16.2M	-$799K	4	0.41%	Reduced
403	WI Wafra Inc New York	$16.2M	-$928K	1	0.88%	Reduced
404	SCM SKBA Capital Management San Francisco, California	$16.1M	-$4.28M	1	1.89%	Reduced
405	QIM Quest Investment Management Lake Oswego, Oregon	$16M	-$185K	1	2.04%	Reduced
406	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$16M	+$4.87K	2	0.17%	Increased
407	ELC Edgar Lomax Company Kingstowne, Virginia	$15.9M	-$1.31M	1	1.02%	Reduced
408	NC Northpointe Capital Bloomfield Hills, Michigan	$15.8M	-$7.71M	2	1.57%	Reduced
409	CDH Charles D. Hyman	$15.7M	+$1.2M	2	2.21%	Increased
410	DCM Dupont Capital Management Wilmington, Delaware	$15.6M	-$491K	3	0.35%	Reduced
411	LPU Lansdowne Partners (UK) London, United Kingdom	$15.5M	-$696K	1	0.14%	Reduced
412	Pinnacle Associates New York	$15.5M	+$158K	3	0.31%	Increased
413	Livforsakringsbolaget Skandia Stockholm, Sweden	$15.4M	-$12.6M	3	0.78%	Reduced
414	WesBanco Bank Wheeling, West Virginia	$15.3M	+$811K	1	0.88%	Increased
415	FQ First Quadrant Glendale, California	$15.1M	-$16.5M	3	0.31%	Reduced
416	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$15M	-$16.1K	1	0.67%	Reduced
417	Salem Investment Counselors Winston Salem, North Carolina	$15M	+$810K	2	1.72%	Increased
418	New Mexico Educational Retirement Board Santa Fe, New Mexico	$14.9M	+$719K	3	0.69%	Increased
419	SAM Securian Asset Management St Paul, Minnesota	$14.8M	+$20.4K	5	0.4%	Increased
420	RCM Riverhead Capital Management Wilmington, Delaware	$14.8M	+$660K	6	0.91%	Increased
421	PAS Point72 Asia (Singapore) Singapore	$14.7M	+$13.6M	1	6.45%	New
422	BUB BBVA USA Bancshares Houston, Texas	$14.6M	+$125K	2	1.03%	Increased
423	SST S Squared Technology New York	$14.4M	+$3.1M	1	15.69%	Increased
424	TCOV Trust Company of Vermont Brattleboro, Vermont	$14.4M	+$1.38M	3	1.66%	Increased
425	Creative Planning Overland Park, Kansas	$14.4M	+$402K	9	0.09%	Increased