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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	ECM Engine Capital Management New York	$26M	-$54.1M	1	4.51%	Reduced
402	Beacon Pointe Advisors Newport Beach, California	$26M	-$2M	3	0.3%	Reduced
403	Oregon Public Employees Retirement Fund Tigard, Oregon	$26M	-$121K	6	0.49%	Reduced
404	LG LaFleur & Godfrey Grand Rapids, Michigan	$25.7M	-$299K	3	3.55%	Reduced
405	CWM Connecticut Wealth Management Farmington, Connecticut	$25.7M	+$410K	1	1.24%	Increased
406	Meyer Handelman Company Rye Brook, New York	$25.4M	-$384K	1	0.86%	Reduced
407	TCA Teewinot Capital Advisers New York	$25.4M	+$23.9M	1	2.57%	New
408	Engineers Gate Manager New York	$25.4M	-$27.3M	5	0.5%	Reduced
409	SAIG Semper Augustus Investments Group Highlands Ranch, Colorado	$25.3M	+$2.63K	1	4.28%	Increased
410	GIP Granite Investment Partners El Segundo, California	$25.2M	-$5.49M	2	1.08%	Reduced
411	SSB Sandy Spring Bank Olney, Maryland	$25.1M	-$89.1K	6	1.03%	Reduced
412	Fred Alger Management New York	$24.9M	-$1.1M	1	0.12%	Reduced
413	TNB Thomasville National Bank Thomasville, Georgia	$24.8M	+$5.93K	1	1.84%	Increased
414	QRG Capital Management Chicago, Illinois	$24.8M	+$1.31M	4	0.27%	Increased
415	Adams Diversified Equity Fund Baltimore, Maryland	$24.7M	+$3.49M	1	0.91%	Increased
416	TIAA Trust, National Association Charlotte, North Carolina	$24.6M	+$277K	3	0.07%	Increased
417	TSAM Trinity Street Asset Management London, United Kingdom	$24.6M	+$1.51M	1	2.45%	Increased
418	Anchor Capital Advisors Boston, Massachusetts	$24.6M	-$739K	1	0.65%	Reduced
419	GGI Godsey & Gibb Inc Richmond, Virginia	$24.6M	-$364K	2	2.35%	Reduced
420	Busey Bank Urbana, Illinois	$24.5M	+$168K	3	0.8%	Increased
421	Washington Trust Westerly, Rhode Island	$24.4M	-$309K	4	0.85%	Reduced
422	PDM Penn Davis McFarland Dallas, Texas	$24.4M	-$8.55K	1	2.74%	Reduced
423	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$24.4M	-$277K	3	0.9%	Reduced
424	Curi RMB Capital Chicago, Illinois	$24.3M	-$713K	2	0.55%	Reduced
425	GIA GHP Investment Advisors Denver, Colorado	$24.2M	+$125K	5	1.11%	Increased