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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	Meyer Handelman Company Rye Brook, New York	$21.1M	-$1.01M	1	0.74%	Reduced
427	NPF Norris Perne & French Grand Rapids, Michigan	$21M	+$273K	2	1.51%	Increased
428	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$21M	+$3.38M	1	0.85%	Increased
429	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$20.9M	+$5.05M	3	0.09%	Increased
430	Envestnet Portfolio Solutions Chicago, Illinois	$20.7M	+$3.17M	4	0.08%	Increased
431	SSB Sandy Spring Bank Olney, Maryland	$20.7M	+$954K	6	0.94%	Increased
432	GGI Godsey & Gibb Inc Richmond, Virginia	$20.6M	-$167K	2	2.17%	Reduced
433	TSAM Trinity Street Asset Management London, United Kingdom	$20.6M	+$394K	1	1.65%	Increased
434	CDH Charles D. Hyman	$20.6M	-$653K	3	1.14%	Reduced
435	Anchor Capital Advisors Boston, Massachusetts	$20.6M	-$846K	1	0.54%	Reduced
436	CCS Concentric Capital Strategies Stamford, Connecticut	$20.5M	+$10.7M	2	1.15%	Increased
437	Washington Trust Westerly, Rhode Island	$20.5M	+$113K	3	0.75%	Increased
438	Swiss Life Asset Management Zurich,	$20.4M	-$22.2M	2	0.28%	Reduced
439	CEI Clark Estates Inc New York	$20.3M	-$1.05M	1	3.34%	Reduced
440	CWM Connecticut Wealth Management Farmington, Connecticut	$20.2M	-$1.3M	1	1.07%	Reduced
441	MC Moors & Cabot Boston, Massachusetts	$20.1M	+$541K	5	1.09%	Increased
442	Laurion Capital Management New York	$20.1M	+$7.99M	1	0.17%	Increased
443	Maryland State Retirement & Pension System Baltimore, Maryland	$20.1M	+$59.4K	5	0.4%	Increased
444	Marshall Wace London, United Kingdom	$20M	+$18.8M	3	0.03%	New
445	GIA GHP Investment Advisors Denver, Colorado	$19.9M	+$499K	5	0.99%	Increased
446	MKC M. Kraus & Co Shelburne, Vermont	$19.9M	+$84.6K	2	6.03%	Increased
447	PDM Penn Davis McFarland Dallas, Texas	$19.8M	-$381K	1	3.07%	Reduced
448	WesBanco Bank Wheeling, West Virginia	$19.7M	+$8.29M	3	0.74%	Increased
449	SFM Systematic Financial Management Teaneck, New Jersey	$19.7M	+$1.11M	3	0.55%	Increased
450	Walleye Capital New York	$19.7M	+$13.2M	6	0.04%	Increased