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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	Eastern Bank Boston, Massachusetts	$21.3M	-$327K	2	1.01%	Reduced
402	ATI Act Two Investors Santa Cruz, California	$21.3M	+$3.23M	1	5.96%	Increased
403	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$21.3M	-$10.5K	1	1.15%	Reduced
404	GW & Wade Wellesley, Massachusetts	$21.1M	+$166K	2	0.77%	Increased
405	GGI Godsey & Gibb Inc Richmond, Virginia	$21M	-$550K	2	2.39%	Reduced
406	SAM Securian Asset Management St Paul, Minnesota	$21M	-$364K	5	0.54%	Reduced
407	CDH Charles D. Hyman	$21M	-$6.85K	3	1.32%	Reduced
408	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$21M	+$15.6M	2	1.92%	Increased
409	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$20.9M	-$243K	4	0.47%	Reduced
410	Maryland State Retirement & Pension System Baltimore, Maryland	$20.9M	-$845K	5	0.44%	Reduced
411	PR Payden & Rygel Los Angeles, California	$20.9M	+$2.58M	1	1.47%	Increased
412	Bridgeway Capital Management Houston, Texas	$20.7M	+$9.66M	2	0.5%	Increased
413	SGCM Sand Grove Capital Management London, United Kingdom	$20.7M	+$21M	1	2.43%	New
414	First National Bank of Omaha Omaha, Nebraska	$20.7M	-$488K	1	1.19%	Reduced
415	Grimes & Company Westborough, Massachusetts	$20.5M	+$134K	3	0.73%	Increased
416	Washington Trust Westerly, Rhode Island	$20.5M	+$139K	3	0.86%	Increased
417	CA CapWealth Advisors Franklin, Tennessee	$20.4M	-$83.8K	1	2.49%	Reduced
418	FBA Front Barnett Associates Chicago, Illinois	$20.3M	-$857K	2	2.29%	Reduced
419	Alyeska Investment Group Chicago, Illinois	$20.2M	+$5.38M	2	0.15%	Increased
420	HR Howe & Rusling Rochester, New York	$20.1M	+$144K	3	2.25%	Increased
421	Mercer Global Advisors Denver, Colorado	$20M	-$18.7M	3	0.08%	Reduced
422	Cetera Advisors Denver, Colorado	$20M	+$2.21M	3	0.32%	Increased
423	WesBanco Bank Wheeling, West Virginia	$19.9M	-$746K	3	0.84%	Reduced
424	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$19.9M	-$454K	6	0.44%	Reduced
425	CCPM Cooper Creek Partners Management New York	$19.9M	+$18.8M	1	1.32%	New