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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	HCM Hilton Capital Management Garden City, New York	$22.8M	+$1.02M	1	2.76%	Increased
427	B BP London, United Kingdom	$22.8M	-$350K	3	0.77%	Reduced
428	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$22.6M	+$7.41M	3	0.84%	Increased
429	PFM Parsec Financial Management Asheville, North Carolina	$22.5M	-$408K	3	1.32%	Reduced
430	TCOV Trust Company of Vermont Brattleboro, Vermont	$22.5M	+$210K	3	1.7%	Increased
431	ABC Anchor Bolt Capital Chicago, Illinois	$22.5M	-$13.1M	1	5.84%	Reduced
432	IFM Investors Melbourne, Australia	$22.4M	-$1.29M	3	0.79%	Reduced
433	Salem Investment Counselors Winston Salem, North Carolina	$22.3M	+$487K	3	1.85%	Increased
434	Scotia Capital Toronto, Ontario, Canada	$22M	-$2.65M	3	0.24%	Reduced
435	RHJA Rice Hall James & Associates San Diego, California	$22M	-$319K	2	0.74%	Reduced
436	Steward Partners Investment Advisory New York	$22M	+$509K	6	0.65%	Increased
437	FP Foundry Partners Minneapolis, Minnesota	$21.9M	+$160K	1	0.83%	Increased
438	Todd Asset Management Louisville, Kentucky	$21.8M	-$225K	1	0.54%	Reduced
439	MCM McKinley Capital Management Anchorage, Alaska	$21.8M	+$2.49M	2	1.42%	Increased
440	Paradigm Capital Management Inc Albany, New York	$21.8M	+$1.12M	1	1.68%	Increased
441	BOK Financial Tulsa, Oklahoma	$21.7M	-$1.27M	5	0.49%	Reduced
442	Kornitzer Capital Management Shawnee Mission, Kansas	$21.6M	-$5.09M	3	0.38%	Reduced
443	Ninety One (UK) London, United Kingdom	$21.5M	+$1.21M	1	0.07%	Increased
444	Birch Hill Investment Advisors Boston, Massachusetts	$21.3M	-$447K	1	1.41%	Reduced
445	Moore Capital Management New York	$21.2M	+$16.1M	2	0.69%	Increased
446	MML Investors Services Springfield, Massachusetts	$21.2M	+$2.06M	3	0.3%	Increased
447	Oppenheimer Asset Management New York	$20.8M	-$1.5M	7	0.44%	Reduced
448	Jacobs Levy Equity Management Florham Park, New Jersey	$20.8M	-$11.8M	1	0.2%	Reduced
449	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$20.7M	+$20.5M	3	0.65%	New
450	WBC Westpac Banking Corp Sydney, Australia	$20.7M	-$3.31M	3	0.27%	Reduced