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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	Nippon Life Global Investors Americas New York	$22.3M	+$9.55M	1	1.7%	Increased
402	Nissay Asset Management Tokyo, Japan	$22.2M	+$335K	3	0.6%	Increased
403	Brinker Capital Berwyn, Pennsylvania	$22.2M	-$1.49M	6	0.8%	Reduced
404	Ancora Advisors Cleveland, Ohio	$22M	+$842K	4	0.85%	Increased
405	MML Investors Services Springfield, Massachusetts	$21.9M	+$7.07M	4	0.37%	Increased
406	B BP London, United Kingdom	$21.9M	+$801K	3	0.67%	Increased
407	QS Investors New York	$21.8M	-$5.76M	5	0.21%	Reduced
408	FA Friess Associates Greenville, Delaware	$21.8M	+$20.5M	1	1.52%	New
409	Birch Hill Investment Advisors Boston, Massachusetts	$21.8M	+$285K	1	1.6%	Increased
410	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$21.6M	-$3.54M	1	0.48%	Reduced
411	Banco Santander Madrid, Spain	$21.5M	+$13.7M	3	0.25%	Increased
412	Andra AP-fonden Goteborg, Sweden	$21.4M	-$1.44M	3	0.55%	Reduced
413	Advent International Boston, Massachusetts	$21.4M	+$20.4M	1	0.52%	New
414	Emerald Advisers Leola, Pennsylvania	$21.3M	-$9.62M	1	0.78%	Reduced
415	TIP Torray Investment Partners Bethesda, Maryland	$21.2M	-$421K	1	2.11%	Reduced
416	TCOV Trust Company of Vermont Brattleboro, Vermont	$21M	+$43.5K	4	1.77%	Increased
417	SC Shellback Capital Boston, Massachusetts	$21M	+$20.2M	1	1.88%	New
418	SST S Squared Technology New York	$21M	-$3.38M	2	16.48%	Reduced
419	HCM Hilton Capital Management Garden City, New York	$20.7M	+$1.24M	3	3.09%	Increased
420	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$20.6M	+$235K	2	0.72%	Increased
421	Nicholas Company Milwaukee, Wisconsin	$20.6M	-$1.1M	1	0.45%	Reduced
422	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$20.5M	-$73.6K	3	2.06%	Reduced
423	Salem Investment Counselors Winston Salem, North Carolina	$20.4M	+$61.8K	2	2.08%	Increased
424	RegentAtlantic Capital Morristown, New Jersey	$20.4M	+$24.2K	2	1.56%	Increased
425	DAC Dividend Assets Capital Ridgeland, South Carolina	$20.4M	-$864K	2	2.61%	Reduced