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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	BOK Financial Tulsa, Oklahoma	$19.5M	+$3.14M	4	0.35%	Increased
427	Cetera Advisors Denver, Colorado	$19.5M	+$9.86M	3	0.53%	Increased
428	IFM Investors Melbourne, Australia	$19.3M	+$1.79M	3	0.52%	Increased
429	SFM Systematic Financial Management Teaneck, New Jersey	$19.3M	-$9.71M	4	0.71%	Reduced
430	BPB Badgley, Phelps & Bell Seattle, Washington	$19.2M	+$2.19M	2	0.79%	Increased
431	GD Grandfield & Dodd New York	$19M	+$2M	1	1.42%	Increased
432	PAM Palisade Asset Management Minneapolis, Minnesota	$19M	+$362K	2	2.45%	Increased
433	B BP London, United Kingdom	$18.9M	+$9.57M	3	0.66%	Increased
434	NPF Norris Perne & French Grand Rapids, Michigan	$18.9M	-$577K	2	1.75%	Reduced
435	Crossmark Global Holdings Houston, Texas	$18.9M	-$1.04M	5	0.47%	Reduced
436	ZCM Ziegler Capital Management Chicago, Illinois	$18.8M	+$41.7K	4	0.59%	Increased
437	GGI Godsey & Gibb Inc Richmond, Virginia	$18.7M	+$277K	1	2.3%	Increased
438	SAM Securian Asset Management St Paul, Minnesota	$18.6M	-$605K	5	0.41%	Reduced
439	Nippon Life Global Investors Americas New York	$18.6M	-$5.77M	1	1.02%	Reduced
440	CIBC World Market Toronto, Ontario, Canada	$18.5M	-$3.43M	3	0.05%	Reduced
441	SCM Sirios Capital Management Boston, Massachusetts	$18.3M	-$424K	1	1.55%	Reduced
442	VAM Velanne Asset Management London, United Kingdom	$18.3M	+$17.2M	1	10.2%	New
443	DCM Dupont Capital Management Wilmington, Delaware	$18.2M	+$1.11M	3	0.44%	Increased
444	NAM North American Management Boston, Massachusetts	$18.2M	+$332K	1	2.47%	Increased
445	Squarepoint New York	$18.2M	-$6.91M	7	0.11%	Reduced
446	Qube Research & Technologies (QRT) London, United Kingdom	$18.2M	-$19.4M	5	0.29%	Reduced
447	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$18.2M	-$1.63M	2	4.29%	Reduced
448	Capstone Investment Advisors New York	$18.1M	-$9.63M	2	0.05%	Reduced
449	Meyer Handelman Company Rye Brook, New York	$17.9M	+$958K	2	0.74%	Increased
450	JA JLB & Associates Plymouth, Michigan	$17.8M	+$550K	2	2.93%	Increased