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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	DCM Dupont Capital Management Wilmington, Delaware	$16.5M	-$2.48M	4	0.38%	Reduced
452	Brown Brothers Harriman & Co New York	$16.3M	+$2.72M	5	0.11%	Increased
453	NAM NorthCoast Asset Management Greenwich, Connecticut	$16.2M	+$1.26M	3	1.05%	Increased
454	New Mexico Educational Retirement Board Santa Fe, New Mexico	$16.2M	-$616K	5	0.7%	Reduced
455	KCM Kanawha Capital Management Richmond, Virginia	$16.1M	-$122K	1	2.16%	Reduced
456	SM Soapstone Management Bethesda, Maryland	$15.9M	+$3.34M	1	8.64%	Increased
457	BHMP Bardin Hill Management Partners New York	$15.8M	+$16.2M	1	2.19%	New
458	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$15.8M	-$504K	2	0.64%	Reduced
459	B BP London, United Kingdom	$15.8M	-$2.93M	2	0.59%	Reduced
460	WesBanco Bank Wheeling, West Virginia	$15.8M	-$53.7K	2	0.77%	Reduced
461	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$15.8M	+$983K	7	0.06%	Increased
462	Driehaus Capital Management Chicago, Illinois	$15.8M	+$585K	2	0.49%	Increased
463	AL Arnhold LLC New York	$15.7M	-$615K	2	2.75%	Reduced
464	Evercore Wealth Management New York	$15.6M	+$55.9K	3	0.47%	Increased
465	Paradigm Capital Management Inc Albany, New York	$15.5M	-$16.2M	2	1.42%	Reduced
466	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$15.5M	+$355K	1	2.4%	Increased
467	WI Wafra Inc New York	$15.5M	$0	1	0.52%	Maintained
468	CIBC World Market Toronto, Ontario, Canada	$15.4M	-$1.65M	4	0.07%	Reduced
469	BUB BBVA USA Bancshares Houston, Texas	$15.4M	-$499K	2	0.93%	Reduced
470	Virginia Retirement Systems Richmond, Virginia	$15.4M	-$9.31M	4	0.18%	Reduced
471	NIM Northeast Investment Management Boston, Massachusetts	$15.1M	+$323K	1	1.2%	Increased
472	Private Advisor Group Morristown, New Jersey	$15M	+$655K	5	0.27%	Increased
473	OCAM Owl Creek Asset Management New York	$14.9M	-$7.34M	2	0.49%	Reduced
474	First Merchants Corp Muncie, Indiana	$14.9M	+$915K	2	2.37%	Increased
475	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$14.6M	+$12.1K	3	2.7%	Increased