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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	NIMI Natixis Investment Managers International Paris, France	$13.9M	+$566K	1	1.21%	Increased
452	AP Archon Partners Princeton Junction, New Jersey	$13.8M	$0	1	3.21%	Maintained
453	LMR Partners London, United Kingdom	$13.8M	+$10M	4	0.87%	Increased
454	HCM Hilton Capital Management Garden City, New York	$13.8M	+$13.9M	1	2.57%	New
455	New Mexico Educational Retirement Board Santa Fe, New Mexico	$13.8M	-$1.3M	3	0.67%	Reduced
456	RCM Riverhead Capital Management Wilmington, Delaware	$13.8M	-$1.52M	6	0.68%	Reduced
457	DBT Dubuque Bank & Trust Dubuque, Iowa	$13.8M	+$717K	3	3%	Increased
458	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$13.7M	-$693K	3	0.22%	Reduced
459	PAS Professional Advisory Services Vero Beach, Florida	$13.7M	-$2.99M	1	2.96%	Reduced
460	PFM Parsec Financial Management Asheville, North Carolina	$13.7M	+$464K	1	1.08%	Increased
461	AHB Abner Herrman & Brock Jersey City, New Jersey	$13.5M	+$5.34M	2	2.56%	Increased
462	RW Rand Wealth Baltimore, Maryland	$13.5M	-$1.38M	1	1.83%	Reduced
463	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$13.5M	-$795K	2	1.15%	Reduced
464	Brinker Capital Berwyn, Pennsylvania	$13.5M	-$2.31M	2	0.62%	Reduced
465	TCM TVR Capital Management Stamford, Connecticut	$13.4M	+$11.9M	1	3.64%	Increased
466	MKC M. Kraus & Co Shelburne, Vermont	$13.3M	+$48.9K	2	8.4%	Increased
467	FBA Front Barnett Associates Chicago, Illinois	$13.2M	-$98.5K	1	2.42%	Reduced
468	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$13.2M	-$1.47M	7	0.66%	Reduced
469	Avalon Investment & Advisory Houston, Texas	$13.2M	-$19.6K	1	0.44%	Reduced
470	FP Foundry Partners Minneapolis, Minnesota	$13.1M	+$411K	1	0.54%	Increased
471	WCM Windward Capital Management Los Angeles, California	$13.1M	+$251K	1	2.23%	Increased
472	Central Trust Company Jefferson City, Missouri	$13.1M	-$442K	6	0.87%	Reduced
473	DL Delta Lloyd Amsterdam, Netherlands	$13M	-$926K	1	0.37%	Reduced
474	VIP Vantage Investment Partners Kansas City, Missouri	$13M	-$2.4M	1	1.18%	Reduced
475	NIM Northeast Investment Management Boston, Massachusetts	$12.9M	+$2.91M	1	1.17%	Increased