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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	MAP Managed Asset Portfolios Rochester, Michigan	$22.5M	+$889K	1	3.08%	Increased
427	Meyer Handelman Company Rye Brook, New York	$22.4M	+$272K	2	0.86%	Increased
428	SAM Securian Asset Management St Paul, Minnesota	$22.3M	-$378K	5	0.44%	Reduced
429	Markel Group Glen Allen, Virginia	$22.2M	$0	1	0.26%	Maintained
430	SFM Systematic Financial Management Teaneck, New Jersey	$22.1M	-$2.19M	3	0.69%	Reduced
431	PAM Palisade Asset Management Minneapolis, Minnesota	$22.1M	-$1.46M	2	2.53%	Reduced
432	Maryland State Retirement & Pension System Baltimore, Maryland	$22M	+$6.97K	5	0.6%	Increased
433	IFM Investors Melbourne, Australia	$21.9M	-$2.93M	3	0.34%	Reduced
434	ELC Edgar Lomax Company Kingstowne, Virginia	$21.9M	+$21M	1	1.29%	New
435	WesBanco Bank Wheeling, West Virginia	$21.8M	-$683K	2	0.82%	Reduced
436	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$21.7M	-$131K	6	0.51%	Reduced
437	CDH Charles D. Hyman	$21.6M	+$66.3K	3	1.36%	Increased
438	VV Verity & Verity Beaufort, South Carolina	$21.4M	-$1.64M	2	2.96%	Reduced
439	Independent Advisor Alliance Charlotte, North Carolina	$21.3M	+$2.72M	4	1.03%	Increased
440	FBA Front Barnett Associates Chicago, Illinois	$21.3M	+$26.7K	2	2.14%	Increased
441	MKC M. Kraus & Co Shelburne, Vermont	$21.3M	-$245K	2	7.17%	Reduced
442	AO Advisor OS Chicago, Illinois	$21.1M	-$185K	2	6.11%	Reduced
443	Prospera Financial Services Dallas, Texas	$20.8M	+$273K	6	0.87%	Increased
444	CA CapWealth Advisors Franklin, Tennessee	$20.7M	-$101K	1	2.12%	Reduced
445	Washington Trust Westerly, Rhode Island	$20.7M	+$76.8K	3	0.82%	Increased
446	TA Teton Advisors Rye, New York	$20.3M	-$418K	1	3.51%	Reduced
447	CA Cullinan Associates Louisville, Kentucky	$20.3M	-$1.28M	3	1.07%	Reduced
448	DekaBank Deutsche Girozentrale Frankfurt, Germany	$20.3M	+$5.45M	2	0.05%	Increased
449	Cookson Peirce & Co Pittsburgh, Pennsylvania	$20.2M	+$19.3M	1	1.18%	New
450	GW & Wade Wellesley, Massachusetts	$20.1M	-$194K	2	0.86%	Reduced