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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	ZCM Ziegler Capital Management Chicago, Illinois	$17.4M	-$1.87M	4	0.57%	Reduced
427	SCM Sirios Capital Management Boston, Massachusetts	$17.4M	-$13.8M	1	1.35%	Reduced
428	PAM Palisade Asset Management Minneapolis, Minnesota	$17.3M	+$429K	2	2.36%	Increased
429	Los Angeles Capital Management Los Angeles, California	$17.2M	-$3.71M	5	0.07%	Reduced
430	JA JLB & Associates Plymouth, Michigan	$17.2M	+$830K	2	2.85%	Increased
431	Alpha Wave Global New York	$17.1M	+$13M	1	1%	New
432	GGI Godsey & Gibb Inc Richmond, Virginia	$17M	+$488K	1	2.29%	Increased
433	JAFL Jay A. Fishman Ltd Troy, Michigan	$16.8M	-$829K	1	2.31%	Reduced
434	NAM North American Management Boston, Massachusetts	$16.5M	+$146K	1	2.34%	Increased
435	SAM Shell Asset Management The Hague, Netherlands	$16.5M	-$2.73M	5	0.34%	Reduced
436	CA Capitolis Advisors New York	$16.3M	+$15.6M	3	0.27%	New
437	AGA Altrinsic Global Advisors Stamford, Connecticut	$16.3M	-$161K	1	0.55%	Reduced
438	IFM Investors Melbourne, Australia	$16.1M	+$943K	3	0.51%	Increased
439	Markel Group Glen Allen, Virginia	$16M	$0	1	0.24%	Maintained
440	First Merchants Corp Muncie, Indiana	$16M	+$172K	2	1.1%	Increased
441	Norinchukin Bank Tokyo, Japan	$16M	-$523K	3	0.23%	Reduced
442	DCM Dupont Capital Management Wilmington, Delaware	$16M	-$1.39M	5	0.34%	Reduced
443	LG LaFleur & Godfrey Grand Rapids, Michigan	$15.9M	-$1.96M	2	3.26%	Reduced
444	MassMutual Private Wealth & Trust Windsor, Connecticut	$15.9M	-$295K	2	0.81%	Reduced
445	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$15.7M	+$2.16M	7	0.45%	Increased
446	Meyer Handelman Company Rye Brook, New York	$15.6M	+$131K	2	0.71%	Increased
447	GD Grandfield & Dodd New York	$15.6M	+$5.49M	1	1.23%	Increased
448	SM Saya Management New York	$15.6M	-$10.5M	1	9.1%	Reduced
449	BPB Badgley, Phelps & Bell Seattle, Washington	$15.6M	-$2.59M	2	0.68%	Reduced
450	GAI General American Investors New York	$15.6M	$0	1	1.54%	Maintained