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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
451	Castleark Management Chicago, Illinois	$13M	+$7.12M	1	0.41%	Increased
452	PAS Professional Advisory Services Vero Beach, Florida	$13M	-$271K	1	2.97%	Reduced
453	Luther King Capital Management (LKCM) Fort Worth, Texas	$12.8M	+$833K	3	0.13%	Increased
454	DC Deere & Company Moline, Illinois	$12.7M	-$202K	4	0.69%	Reduced
455	CONA Capital One National Association New York	$12.6M	+$2.54M	5	1.03%	Increased
456	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$12.5M	-$531K	3	0.38%	Reduced
457	Commerzbank Aktiengesellschaft Frankfurt, Germany	$12.5M	-$2.44M	3	0.08%	Reduced
458	Davenport & Co Richmond, Virginia	$12.4M	-$165K	4	0.19%	Reduced
459	BCM Brigade Capital Management New York	$12.4M	+$3.99M	1	1.93%	Increased
460	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$12.4M	+$803K	5	0.45%	Increased
461	PCMF Private Capital Management (Florida) Naples, Florida	$12.4M	-$1.28M	1	1.81%	Reduced
462	MSI Financial Services Springfield, Massachusetts	$12.4M	+$2.83M	8	0.44%	Increased
463	Moore Capital Management New York	$12.3M	+$9.53M	3	0.48%	Increased
464	AP Archon Partners Princeton Junction, New Jersey	$12.3M	+$58.9K	1	3.35%	Increased
465	Eagle Asset Management St Petersburg, Florida	$12.2M	+$1.77M	2	0.08%	Increased
466	FAM Foundation Asset Management White Plains, New York	$12.2M	+$10.6M	1	4.08%	New
467	RW Rand Wealth Baltimore, Maryland	$12.2M	+$151K	1	1.64%	Increased
468	FBA Front Barnett Associates Chicago, Illinois	$12.1M	-$128K	1	2.46%	Reduced
469	TCOV Trust Company of Vermont Brattleboro, Vermont	$12.1M	+$242K	3	1.61%	Increased
470	William Blair & Company Chicago, Illinois	$12.1M	+$373K	4	0.11%	Increased
471	Virtu KCG Holdings New York	$12M	+$8.57M	4	0.25%	Increased
472	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$12M	+$844K	5	0.22%	Increased
473	SCM Sandler Capital Management New York	$12M	+$1.39M	1	1.58%	Increased
474	GGI Godsey & Gibb Inc Richmond, Virginia	$11.9M	+$171K	1	2.16%	Increased
475	PC Passport Capital San Francisco, California	$11.9M	+$11.2M	1	0.22%	New