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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	WAM World Asset Management Detroit, Michigan	$16M	+$1.52M	6	0.52%	Increased
402	Susquehanna International Group Bala Cynwyd, Pennsylvania	$15.9M	-$10.7M	5	0.01%	Reduced
403	PP Paloma Partners Greenwich, Connecticut	$15.7M	-$8.09M	6	0.19%	Reduced
404	Salem Investment Counselors Winston Salem, North Carolina	$15.7M	+$317K	2	1.67%	Increased
405	FQ First Quadrant Glendale, California	$15.5M	$0	3	0.31%	Maintained
406	SST S Squared Technology New York	$15.5M	+$325K	1	14.5%	Increased
407	WesBanco Bank Wheeling, West Virginia	$15.5M	-$218K	1	0.86%	Reduced
408	PAS Professional Advisory Services Vero Beach, Florida	$15.4M	+$1.29M	1	3.4%	Increased
409	Pinnacle Associates New York	$15.3M	-$737K	3	0.29%	Reduced
410	SAM Securian Asset Management St Paul, Minnesota	$15.3M	-$138K	5	0.41%	Reduced
411	Markel Group Glen Allen, Virginia	$15.2M	+$1.17M	1	0.34%	Increased
412	Janus Henderson Group London,	$15.2M	-$3.1M	3	0.11%	Reduced
413	Barings Charlotte, North Carolina	$15.2M	-$1.67M	4	0.31%	Reduced
414	ELC Edgar Lomax Company Kingstowne, Virginia	$15.1M	-$1.11M	1	1.01%	Reduced
415	TCOV Trust Company of Vermont Brattleboro, Vermont	$15.1M	+$322K	3	1.63%	Increased
416	Creative Planning Overland Park, Kansas	$15M	+$262K	9	0.08%	Increased
417	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$15M	+$2.19M	2	3.24%	Increased
418	ELI Empire Life Investments Toronto, Ontario, Canada	$15M	-$7.1M	1	1.46%	Reduced
419	BUB BBVA USA Bancshares Houston, Texas	$15M	+$48.3K	2	1%	Increased
420	Brinker Capital Berwyn, Pennsylvania	$14.9M	+$566K	4	0.69%	Increased
421	CIBC Asset Management Toronto, Ontario, Canada	$14.7M	-$105K	3	0.1%	Reduced
422	RCM Riverhead Capital Management Wilmington, Delaware	$14.6M	-$770K	6	0.8%	Reduced
423	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$14.6M	+$14.5M	3	0.27%	New
424	RCYC Richard C. Young & Co Newport, Rhode Island	$14.6M	+$1.21M	2	2.87%	Increased
425	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$14.3M	-$613K	2	1.18%	Reduced