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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	Norinchukin Bank Tokyo, Japan	$17.5M	-$14.9M	3	0.34%	Reduced
402	Crossmark Global Holdings Houston, Texas	$17.3M	-$2M	6	0.62%	Reduced
403	Kornitzer Capital Management Shawnee Mission, Kansas	$17.3M	-$781K	3	0.41%	Reduced
404	FIM Frontier Investment Management Dallas, Texas	$17.1M	+$22.6M	2	1.29%	Increased
405	HCM Huber Capital Management El Segundo, California	$17M	$0	1	3.13%	Maintained
406	Smith Salley Wealth Management Greensboro, North Carolina	$17M	+$7.7M	2	2.83%	Increased
407	Squarepoint New York	$17M	-$32.1M	5	0.44%	Reduced
408	MML Investors Services Springfield, Massachusetts	$17M	+$3.47M	3	0.29%	Increased
409	Picton Mahoney Asset Management Toronto, Ontario, Canada	$17M	-$169K	1	0.96%	Reduced
410	SAM Securian Asset Management St Paul, Minnesota	$16.9M	-$314K	5	0.48%	Reduced
411	IFM Investors Melbourne, Australia	$16.7M	-$739K	3	0.75%	Reduced
412	Avalon Investment & Advisory Houston, Texas	$16.5M	+$5.67M	2	0.42%	Increased
413	CC Cadinha & Co Honolulu, Hawaii	$16.5M	-$3.79M	2	4.39%	Reduced
414	SG Americas Securities New York	$16.5M	-$3.62M	7	0.16%	Reduced
415	Advisors Asset Management Monument, Colorado	$16.5M	-$7.59M	4	0.38%	Reduced
416	Carnegie Investment Counsel Pepper Pike, Ohio	$16.5M	-$7.55M	1	1.14%	Reduced
417	FCI Financial Counselors Inc Overland Park, Kansas	$16.4M	+$1.52M	3	0.72%	Increased
418	BPB Badgley, Phelps & Bell Seattle, Washington	$16.3M	+$9.18M	2	1.07%	Increased
419	Meyer Handelman Company Rye Brook, New York	$16.2M	+$504K	2	0.99%	Increased
420	Peregrine Capital Management Minneapolis, Minnesota	$15.9M	-$3.44M	1	0.57%	Reduced
421	SW SVB Wealth Boston, Massachusetts	$15.8M	-$577K	3	0.38%	Reduced
422	WCM Windward Capital Management Los Angeles, California	$15.6M	-$648K	1	2.09%	Reduced
423	Nomura Holdings Tokyo, Japan	$15.5M	-$26.8M	2	0.07%	Reduced
424	Moore Capital Management New York	$15.5M	-$3.82M	2	0.64%	Reduced
425	Dai-ichi Life Insurance Company Tokyo, Japan	$15.5M	-$2.25M	3	0.59%	Reduced