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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
426	SCM Sanoor Capital Management Greenwich, Connecticut	$20.3M	+$19.5M	1	6.45%	New
427	SAM Shell Asset Management The Hague, Netherlands	$20.2M	-$8.32M	2	0.4%	Reduced
428	Synovus Financial Columbus, Georgia	$20.1M	+$697K	4	0.32%	Increased
429	PFM Parsec Financial Management Asheville, North Carolina	$20.1M	+$1.08M	3	1.27%	Increased
430	DG Delek Group Herzliya, Israel	$20.1M	-$193K	1	0.84%	Reduced
431	Meitav Investment House Bene-Beraq, Israel	$20.1M	+$146K	7	0.98%	Increased
432	Altshuler Shaham Tel Aviv, Israel	$19.8M	-$1.55M	1	1.05%	Reduced
433	GIP Granite Investment Partners El Segundo, California	$19.8M	+$399K	2	1.14%	Increased
434	Alpha Cubed Investments Irvine, California	$19.7M	+$1.52M	1	2.29%	Increased
435	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$19.6M	-$9.29M	1	0.66%	Reduced
436	GAMA Graticule Asia Macro Advisors New York	$19.3M	-$13.7M	3	1.07%	Reduced
437	SAM Securian Asset Management St Paul, Minnesota	$19.3M	+$4.64K	5	0.46%	Increased
438	RCYC Richard C. Young & Co Newport, Rhode Island	$19.3M	-$5.84M	2	3.66%	Reduced
439	Guggenheim Capital Chicago, Illinois	$19.2M	-$3.45M	5	0.13%	Reduced
440	CIBC Asset Management Toronto, Ontario, Canada	$19.1M	-$28K	3	0.12%	Reduced
441	MAA Matrix Asset Advisors White Plains, New York	$19M	-$770K	1	3.03%	Reduced
442	LIA LS Investment Advisors Bloomfield Hills, Michigan	$18.9M	-$3.77M	7	1.09%	Reduced
443	EP Wealth Advisors Torrance, California	$18.9M	+$15.4M	3	1.47%	Increased
444	MLL Moody Lynn & Lieberson Boston, Massachusetts	$18.9M	-$1.09M	3	2%	Reduced
445	Artemis Investment Management Edinburgh, United Kingdom	$18.7M	+$18M	1	0.21%	New
446	Colony Group Boston, Massachusetts	$18.7M	-$271K	3	0.93%	Reduced
447	EULAV Asset Management Sarasota, Florida	$18.6M	-$2.4M	2	0.8%	Reduced
448	Old National Bancorp Evansville, Indiana	$18.6M	-$864K	3	0.92%	Reduced
449	MAP Managed Asset Portfolios Rochester, Michigan	$18.6M	+$23.8K	1	4.92%	Increased
450	NIM Northeast Investment Management Boston, Massachusetts	$18.5M	-$77.7K	1	1.48%	Reduced