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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	Susquehanna International Group Bala Cynwyd, Pennsylvania	$18.5M	+$1.74M	2	0.01%	Increased
402	Meag Munich Ergo Munich, Germany	$18.5M	+$46.6M	2	0.82%	Increased
403	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$18.4M	+$2.24M	2	3.97%	Increased
404	SWITC Stewart West Indies Trading Company Boulder, Colorado	$18.1M	$0	1	1.59%	Maintained
405	Birch Hill Investment Advisors Boston, Massachusetts	$18.1M	-$188K	1	1.6%	Reduced
406	MAM Mastrapasqua Asset Management Nashville, Tennessee	$18M	-$303K	3	3.88%	Reduced
407	CIM Corda Investment Management Houston, Texas	$17.7M	-$187K	1	2.52%	Reduced
408	AHL Partners London, United Kingdom	$17.6M	-$2.72M	5	0.38%	Reduced
409	Tocqueville Asset Management New York	$17.6M	-$369K	2	0.21%	Reduced
410	WI Wafra Inc New York	$17.6M	-$3.63M	1	0.89%	Reduced
411	Salem Investment Counselors Winston Salem, North Carolina	$17.5M	+$427K	3	2.03%	Increased
412	People's United Financial Bridgeport, Connecticut	$17.5M	-$452K	3	0.59%	Reduced
413	Creative Planning Overland Park, Kansas	$17.1M	+$858K	9	0.09%	Increased
414	CAM Capstone Asset Management Houston, Texas	$16.9M	-$1.47M	5	0.47%	Reduced
415	WesBanco Bank Wheeling, West Virginia	$16.9M	+$3.9K	1	0.92%	Increased
416	South Dakota Investment Council Sioux Falls, South Dakota	$16.8M	-$6.52M	5	0.35%	Reduced
417	TCOV Trust Company of Vermont Brattleboro, Vermont	$16.8M	+$375K	3	1.72%	Increased
418	Rubric Capital Management (New York) New York	$16.7M	+$16.9M	1	3.44%	New
419	Bessemer Group Woodbridge, New Jersey	$16.4M	-$4.68M	6	0.07%	Reduced
420	Manning & Napier Advisors Fairport, New York	$16.3M	+$2.04M	1	0.14%	Increased
421	SAM Securian Asset Management St Paul, Minnesota	$16.2M	-$35.3K	5	0.43%	Reduced
422	BUB BBVA USA Bancshares Houston, Texas	$16.1M	-$163K	2	1.06%	Reduced
423	William Blair & Company Chicago, Illinois	$16M	+$1.1M	3	0.12%	Increased
424	ELC Edgar Lomax Company Kingstowne, Virginia	$16M	-$452K	1	1.09%	Reduced
425	BA Boston Advisors Boston, Massachusetts	$16M	+$769K	3	0.37%	Increased