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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	Kentucky Retirement Systems Frankfort, Kentucky	$18.2M	-$1.16M	3	0.57%	Reduced
427	GGI Godsey & Gibb Inc Richmond, Virginia	$18M	-$73.5K	2	2.04%	Reduced
428	FDCP Foster Dykema Cabot & Partners Waltham, Massachusetts	$17.9M	+$18M	3	1.9%	New
429	MC Moors & Cabot Boston, Massachusetts	$17.8M	+$353K	5	1.11%	Increased
430	MAA Matrix Asset Advisors White Plains, New York	$17.8M	+$1.03M	2	2.27%	Increased
431	Central Trust Company Jefferson City, Missouri	$17.7M	-$815K	5	0.47%	Reduced
432	Washington Trust Westerly, Rhode Island	$17.7M	+$221K	3	0.7%	Increased
433	GIA GHP Investment Advisors Denver, Colorado	$17.7M	-$281K	5	0.95%	Reduced
434	Segall Bryant & Hamill Chicago, Illinois	$17.6M	-$29.4M	2	0.34%	Reduced
435	Royce & Associates New York	$17.5M	-$567K	3	0.16%	Reduced
436	AWAM Appian Way Asset Management New York	$17.5M	-$1.15M	1	3.68%	Reduced
437	SSB Sandy Spring Bank Olney, Maryland	$17.5M	+$145K	4	0.87%	Increased
438	PDM Penn Davis McFarland Dallas, Texas	$17.4M	+$169K	1	2.96%	Increased
439	JHP James Hambro & Partners London, United Kingdom	$17.4M	+$654K	1	0.93%	Increased
440	TCM Telos Capital Management San Diego, California	$17.1M	-$24.2K	3	2.08%	Reduced
441	Gotham Asset Management New York	$17M	+$2.38M	5	0.32%	Increased
442	Public Employees Retirement Association of Colorado Denver, Colorado	$17M	-$348K	4	0.08%	Reduced
443	Vanguard Personalized Indexing Management Oakland, California	$17M	+$1.31M	6	0.44%	Increased
444	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$16.9M	-$300K	6	0.35%	Reduced
445	Cartenna Capital Stamford, Connecticut	$16.8M	+$15M	1	1.04%	New
446	OCM Olstein Capital Management Purchase, New York	$16.8M	-$953K	2	2.84%	Reduced
447	ACM Alta Capital Management Salt Lake City, Utah	$16.8M	+$249K	1	1.08%	Increased
448	AWCI Alpine Woods Capital Investors Purchase, New York	$16.7M	-$7.22M	2	2.5%	Reduced
449	Busey Bank Urbana, Illinois	$16.7M	-$17.1K	3	0.64%	Reduced
450	Capital International Sarl Los Angeles, California	$16.5M	+$757K	3	0.62%	Increased