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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	CDH Charles D. Hyman	$16M	-$2.65M	3	1.54%	Reduced
427	Norinchukin Bank Tokyo, Japan	$16M	-$1.89M	3	0.27%	Reduced
428	BOK Financial Tulsa, Oklahoma	$15.9M	+$1.37M	3	0.38%	Increased
429	JAFL Jay A. Fishman Ltd Troy, Michigan	$15.9M	+$9.66M	1	2.77%	Increased
430	NCM Narwhal Capital Management Marietta, Georgia	$15.8M	+$4.86M	3	2.74%	Increased
431	UR USCA RIA Houston, Texas	$15.8M	+$5.79M	4	1.4%	Increased
432	TIA Tandem Investment Advisors Charleston, South Carolina	$15.8M	-$6.85M	1	2.13%	Reduced
433	CTI Community Trust & Investment Versailles, Kentucky	$15.5M	+$3.62M	1	1.87%	Increased
434	DAC Dividend Assets Capital Ridgeland, South Carolina	$15.5M	+$1.75M	2	3.25%	Increased
435	FIM Frontier Investment Management Dallas, Texas	$15.2M	-$2.52M	2	0.94%	Reduced
436	JA JLB & Associates Plymouth, Michigan	$15.1M	+$3.15M	2	3.01%	Increased
437	Pacer Advisors Malvern, Pennsylvania	$14.9M	+$14.7M	4	0.3%	Increased
438	SCP Steamboat Capital Partners Rye, New York	$14.9M	+$15.1M	1	2.77%	New
439	Whittier Trust South Pasadena, California	$14.8M	+$7.3M	4	0.41%	Increased
440	Paradigm Capital Management Inc Albany, New York	$14.7M	+$1.36M	1	1.34%	Increased
441	MNBTD Moody National Bank Trust Division Galveston, Texas	$14.6M	-$11M	1	0.46%	Reduced
442	MUFG Securities EMEA London, United Kingdom	$14.5M	-$60.6M	4	0.13%	Reduced
443	Hardman Johnston Global Advisors Stamford, Connecticut	$14.5M	+$6.14M	1	0.64%	Increased
444	Picton Mahoney Asset Management Toronto, Ontario, Canada	$14.4M	-$1.8M	1	0.83%	Reduced
445	FA Friess Associates Greenville, Delaware	$14.3M	+$146K	1	1.34%	Increased
446	LG LaFleur & Godfrey Grand Rapids, Michigan	$14.1M	+$13.7M	1	3.61%	Increased
447	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$14M	+$13.1M	7	0.23%	Increased
448	ARK Investment Management St. Petersburg, Florida	$14M	+$6.94M	3	0.15%	Increased
449	AGA Altrinsic Global Advisors Stamford, Connecticut	$13.9M	-$8.94M	1	0.61%	Reduced
450	Zacks Investment Management Chicago, Illinois	$13.9M	+$8.94M	2	0.31%	Increased