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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	William Blair & Company Chicago, Illinois	$11.9M	-$107K	4	0.1%	Reduced
452	IC Inverness Counsel New York	$11.8M	+$467K	1	0.93%	Increased
453	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$11.6M	-$774K	3	0.25%	Reduced
454	PCMF Private Capital Management (Florida) Naples, Florida	$11.6M	-$300K	1	1.71%	Reduced
455	Markel Group Glen Allen, Virginia	$11.5M	+$2.75M	1	0.3%	Increased
456	HP Hikari Power Tokyo, Japan	$11.5M	+$1.04M	1	1.37%	Increased
457	CA Cullinan Associates Louisville, Kentucky	$11.4M	-$502K	4	0.98%	Reduced
458	Eagle Asset Management St Petersburg, Florida	$11.4M	-$224K	2	0.08%	Reduced
459	Jones Financial Companies Des Peres, Missouri	$11.4M	-$277K	1	0.05%	Reduced
460	CCM Corsair Capital Management New York	$11.3M	-$8.13M	1	1.88%	Reduced
461	Central Trust Company Jefferson City, Missouri	$11.3M	+$826K	6	0.82%	Increased
462	AMI Amica Mutual Insurance Providence, Rhode Island	$11.2M	$0	3	1.06%	Maintained
463	SFM Signet Financial Management Parsippany, New Jersey	$11.2M	-$628K	2	2.64%	Reduced
464	MKC M. Kraus & Co Shelburne, Vermont	$11.2M	-$69.5K	2	7.7%	Reduced
465	CCM Cadence Capital Management Boston, Massachusetts	$11.1M	-$2.57M	2	0.81%	Reduced
466	TAM Taurus Asset Management New York	$11.1M	-$240K	1	2.01%	Reduced
467	RFA Reilly Financial Advisors La Mesa, California	$11.1M	+$212K	2	1.97%	Increased
468	SH SeaTown Holdings Singapore	$11.1M	-$8.53M	1	2.1%	Reduced
469	UMA USA Mutuals Advisors Dallas, Texas	$10.9M	-$3.03K	2	6.11%	Reduced
470	CCMIC Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$10.9M	+$184K	1	1.23%	Increased
471	BT Beacon Trust Morristown, New Jersey	$10.9M	-$1.69M	1	1.82%	Reduced
472	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$10.9M	+$78.8K	7	0.56%	Increased
473	RCYC Richard C. Young & Co Newport, Rhode Island	$10.9M	-$114K	1	2.35%	Reduced
474	JA JLB & Associates Plymouth, Michigan	$10.9M	+$193K	2	2.99%	Increased
475	WCM Windward Capital Management Los Angeles, California	$10.8M	+$146K	1	2.02%	Increased