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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	Central Trust Company Jefferson City, Missouri	$19.4M	-$709K	7	0.79%	Reduced
402	CAM Cacti Asset Management Atlanta, Georgia	$19.3M	-$861K	1	1.9%	Reduced
403	TCW Group Los Angeles, California	$19.3M	+$1.84M	1	0.17%	Increased
404	HP Holowesko Partners Nassau, Bahamas	$19.2M	-$24.8M	1	5.17%	Reduced
405	SAM Sandbar Asset Management London, United Kingdom	$19.1M	+$430K	2	3.06%	Increased
406	PPCM Pillar Pacific Capital Management Pacifica, California	$19.1M	-$762K	3	1.59%	Reduced
407	MI Markston International White Plains, New York	$18.7M	-$939K	2	2.2%	Reduced
408	ECG Edge Capital Group Atlanta, Georgia	$18.7M	+$8.56M	2	1.58%	Increased
409	SM Soapstone Management Bethesda, Maryland	$18.7M	-$3.82M	2	8.03%	Reduced
410	ACM Alta Capital Management Salt Lake City, Utah	$18.6M	-$17.3M	1	1.05%	Reduced
411	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$18.5M	-$1.18M	2	4.46%	Reduced
412	Crossmark Global Holdings Houston, Texas	$18.5M	-$241K	6	0.47%	Reduced
413	TAM Taurus Asset Management New York	$18.5M	-$930K	1	2.21%	Reduced
414	Private Advisor Group Morristown, New Jersey	$18.2M	+$82.9K	4	0.19%	Increased
415	NPF Norris Perne & French Grand Rapids, Michigan	$18.2M	+$224K	3	1.71%	Increased
416	EULAV Asset Management Sarasota, Florida	$18M	-$16.2M	3	0.47%	Reduced
417	CEI Clark Estates Inc New York	$18M	+$1.83M	1	2.53%	Increased
418	EIP Easterly Investment Partners Beverly, Massachusetts	$17.9M	-$52.6M	1	2.47%	Reduced
419	SAM Securian Asset Management St Paul, Minnesota	$17.8M	-$941K	5	0.4%	Reduced
420	SAIG Semper Augustus Investments Group Highlands Ranch, Colorado	$17.8M	-$17.3K	1	7.78%	Reduced
421	Whittier Trust South Pasadena, California	$17.5M	+$420K	4	0.37%	Increased
422	Pacer Advisors Malvern, Pennsylvania	$17.5M	+$1.9M	5	0.33%	Increased
423	PEAK6 Investments Chicago, Illinois	$17.5M	-$2.97M	4	0.04%	Reduced
424	Hardman Johnston Global Advisors Stamford, Connecticut	$17.5M	-$146K	1	0.51%	Reduced
425	First National Bank of Omaha Omaha, Nebraska	$17.4M	+$2.99M	2	0.94%	Increased