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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	EULAV Asset Management Sarasota, Florida	$22.8M	+$188K	2	0.84%	Increased
427	Scotia Capital Toronto, Ontario, Canada	$22.7M	-$5.78M	3	0.27%	Reduced
428	WCM Windward Capital Management Los Angeles, California	$22.7M	+$251K	1	2.72%	Increased
429	Meyer Handelman Company Rye Brook, New York	$22.6M	+$211K	2	1.14%	Increased
430	RHBC R.H. Bluestein & Co Birmingham, Michigan	$22.2M	+$20.2M	3	1.25%	Increased
431	Ninety One (UK) London, United Kingdom	$22.1M	-$1.52M	1	0.09%	Reduced
432	WAM Winslow Asset Management Beachwood, Ohio	$22.1M	-$4.41M	2	5.51%	Reduced
433	SW SVB Wealth Boston, Massachusetts	$22M	+$1.63M	3	0.44%	Increased
434	Country Trust Bank Bloomington, Illinois	$21.7M	+$20.5M	1	0.94%	New
435	Paradigm Capital Management Inc Albany, New York	$21.3M	+$9.79M	2	1.91%	Increased
436	Picton Mahoney Asset Management Toronto, Ontario, Canada	$21.2M	+$6.82M	2	1.49%	Increased
437	LIA LS Investment Advisors Bloomfield Hills, Michigan	$21.1M	+$289K	7	1.23%	Increased
438	Whitebox Advisors Minneapolis, Minnesota	$21.1M	+$413K	1	0.77%	Increased
439	BC Beaconlight Capital New York	$21.1M	+$3.62M	1	5.26%	Increased
440	Oppenheimer Asset Management New York	$21.1M	+$2.35M	7	0.47%	Increased
441	South Dakota Investment Council Sioux Falls, South Dakota	$21.1M	+$2.39M	3	0.41%	Increased
442	PFM Parsec Financial Management Asheville, North Carolina	$21.1M	+$72.1K	3	1.32%	Increased
443	MIM Martin Investment Management Palm Beach Gardens, Florida	$20.9M	+$170K	2	5.12%	Increased
444	Private Advisor Group Morristown, New Jersey	$20.9M	+$4.57M	3	0.32%	Increased
445	Steward Partners Investment Advisory New York	$20.8M	+$29K	6	0.7%	Increased
446	MCM McKinley Capital Management Anchorage, Alaska	$20.6M	+$11M	2	1.54%	Increased
447	Old National Bancorp Evansville, Indiana	$20.6M	+$352K	3	1.04%	Increased
448	TCOV Trust Company of Vermont Brattleboro, Vermont	$20.5M	-$15.3K	3	1.65%	Reduced
449	TAM Taurus Asset Management New York	$20.4M	+$9.94M	2	2.91%	Increased
450	Todd Asset Management Louisville, Kentucky	$20.1M	-$49.3K	1	0.55%	Reduced