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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	CCP Clough Capital Partners Boston, Massachusetts	$23.9M	+$23.6M	1	1.3%	New
402	Bartlett & Co Wealth Management Cincinnati, Ohio	$23.8M	-$4.44M	5	0.45%	Reduced
403	Bartlett & Co Cincinnati, Ohio	$23.8M	-$4.44M	5	0.45%	Reduced
404	Paradigm Capital Management Inc Albany, New York	$23.6M	-$1.77M	1	1.13%	Reduced
405	Central Trust Company Jefferson City, Missouri	$23.4M	-$790K	5	0.85%	Reduced
406	Advisors Asset Management Monument, Colorado	$23.4M	-$13.3M	6	0.33%	Reduced
407	CK Cohen Klingenstein New York	$23.3M	$0	2	1%	Maintained
408	Assenagon Asset Management Senningerberg, Luxembourg	$22.9M	-$157M	3	0.08%	Reduced
409	VCM Vigilant Capital Management Portland, Maine	$22.7M	+$212K	2	1.83%	Increased
410	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$22.6M	+$11.2M	2	0.11%	Increased
411	BPB Badgley, Phelps & Bell Seattle, Washington	$22.5M	+$1.69M	2	0.84%	Increased
412	TIAA FSB Jacksonville, Florida	$22.5M	-$509K	2	0.08%	Reduced
413	MAM Mastrapasqua Asset Management Nashville, Tennessee	$22.3M	+$138K	2	2.36%	Increased
414	Nippon Life Global Investors Americas New York	$22.3M	+$1.66M	1	1.11%	Increased
415	GD Grandfield & Dodd New York	$22.2M	+$1.22M	1	1.54%	Increased
416	Cetera Advisors Denver, Colorado	$22M	+$399K	3	0.52%	Increased
417	Ghisallo Capital Management Boston, Massachusetts	$21.6M	+$21.5M	1	0.82%	New
418	Schonfeld Strategic Advisors New York	$21.4M	-$14.4M	4	0.23%	Reduced
419	DTL Dynamic Technology Lab Singapore	$21M	+$4.25M	5	2.12%	Increased
420	Border to Coast Pensions Partnership Leeds, United Kingdom	$20.9M	+$20.4M	1	0.73%	New
421	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$20.7M	+$20.6M	1	0.17%	New
422	Prudential plc London, England, United Kingdom	$20.7M	-$55.4M	1	0.19%	Reduced
423	First National Trust Hermitage, Pennsylvania	$20.7M	+$2.03M	2	1.26%	Increased
424	PAM Palisade Asset Management Minneapolis, Minnesota	$20.6M	-$64.2K	2	2.42%	Reduced
425	WesBanco Bank Wheeling, West Virginia	$20.6M	-$7.61M	2	0.77%	Reduced