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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	Bartlett & Co Cincinnati, Ohio	$22.4M	-$284K	2	0.38%	Reduced
402	Emerald Advisers Leola, Pennsylvania	$22.3M	-$348K	2	0.82%	Reduced
403	Adams Diversified Equity Fund Baltimore, Maryland	$22.3M	-$19.5M	1	0.85%	Reduced
404	ACM Alta Capital Management Salt Lake City, Utah	$22.2M	+$138K	1	1.15%	Increased
405	SG Americas Securities New York	$22.1M	-$62.5M	8	0.12%	Reduced
406	Two Sigma Advisers New York	$22.1M	-$455K	4	0.06%	Reduced
407	Bridgewater Associates Westport, Connecticut	$22.1M	+$21.5M	2	0.13%	Increased
408	Gotham Asset Management New York	$21.7M	+$9.45M	5	0.7%	Increased
409	MAM Mastrapasqua Asset Management Nashville, Tennessee	$21.7M	+$265K	2	2.13%	Increased
410	Heritage Wealth Advisors Richmond, Virginia	$21.7M	+$1.73M	4	1.19%	Increased
411	CCP Clough Capital Partners Boston, Massachusetts	$21.6M	$0	1	1.44%	Maintained
412	IFM Investors Melbourne, Australia	$21.6M	-$689K	3	0.4%	Reduced
413	PFS Investments Duluth, Georgia	$21.5M	+$1.69M	3	0.42%	Increased
414	BOK Financial Tulsa, Oklahoma	$21.4M	+$1.04M	4	0.33%	Increased
415	AWCI Alpine Woods Capital Investors Purchase, New York	$21.3M	-$4.01M	3	2.1%	Reduced
416	Crossmark Global Holdings Houston, Texas	$21M	+$605K	5	0.46%	Increased
417	Border to Coast Pensions Partnership Leeds, United Kingdom	$20.9M	$0	1	0.7%	Maintained
418	KAS Kemnay Advisory Services New York	$20.9M	+$5.06M	1	2.93%	Increased
419	NPF Norris Perne & French Grand Rapids, Michigan	$20.8M	+$304K	2	1.61%	Increased
420	Nippon Life Global Investors Americas New York	$20.7M	$0	1	0.98%	Maintained
421	AP Atwood & Palmer Kansas City, Missouri	$20.5M	+$1.14M	4	1.71%	Increased
422	PAM Palisade Asset Management Minneapolis, Minnesota	$20.4M	-$304K	2	2.28%	Reduced
423	MAP Managed Asset Portfolios Rochester, Michigan	$20.4M	+$757K	1	2.88%	Increased
424	Virginia Retirement Systems Richmond, Virginia	$20.3M	-$89.7K	3	0.14%	Reduced
425	Allstate Corporation Northbrook, Illinois	$20.2M	+$16M	3	0.39%	Increased