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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	Reinhart Partners Mequon, Wisconsin	$20.5M	+$9.57M	1	1.5%	Increased
452	CIBC World Market Toronto, Ontario, Canada	$20.4M	+$7.49M	3	0.08%	Increased
453	ALAM Asahi Life Asset Management Tokyo, Japan	$20.3M	+$1.85M	3	3%	Increased
454	TCA Taconic Capital Advisors New York	$20.2M	+$19.5M	1	0.82%	New
455	Rockefeller Capital Management New York	$20.2M	+$1.54M	5	0.25%	Increased
456	CTA Chesley Taft & Associates Chicago, Illinois	$20M	-$366K	2	1.44%	Reduced
457	WAM Winslow Asset Management Beachwood, Ohio	$19.9M	-$71.2K	2	4.55%	Reduced
458	KCM Kanawha Capital Management Richmond, Virginia	$19.9M	+$172K	2	2.32%	Increased
459	Wilmington Savings Fund Society Wilmington, Delaware	$19.8M	+$191K	2	1%	Increased
460	GGI Godsey & Gibb Inc Richmond, Virginia	$19.6M	+$14.2K	2	2.74%	Increased
461	FCI Financial Counselors Inc Overland Park, Kansas	$19.5M	+$385K	3	0.69%	Increased
462	SCM Stevens Capital Management Radnor, Pennsylvania	$19.5M	+$11.8M	3	1.82%	Increased
463	Private Advisor Group Morristown, New Jersey	$19.4M	-$2.16M	3	0.3%	Reduced
464	HCM Huber Capital Management El Segundo, California	$19.4M	-$2.22M	1	2.54%	Reduced
465	MKC M. Kraus & Co Shelburne, Vermont	$19.3M	+$296K	2	9.64%	Increased
466	DCM Dupont Capital Management Wilmington, Delaware	$19.3M	-$1.62M	5	0.43%	Reduced
467	PAM Palisade Asset Management Minneapolis, Minnesota	$19.3M	-$90.8K	2	2.82%	Reduced
468	Country Trust Bank Bloomington, Illinois	$19.2M	-$662K	2	0.76%	Reduced
469	LBC Lowe Brockenbrough & Co Richmond, Virginia	$19.2M	+$997K	4	2.38%	Increased
470	Picton Mahoney Asset Management Toronto, Ontario, Canada	$19.2M	-$508K	2	1.29%	Reduced
471	TU TDAM USA Toronto, Ontario, Canada	$19.2M	-$849K	1	1.25%	Reduced
472	MLL Moody Lynn & Lieberson Boston, Massachusetts	$19.2M	+$374K	3	1.85%	Increased
473	Synovus Financial Columbus, Georgia	$19M	-$201K	5	0.26%	Reduced
474	AIP ARS Investment Partners New York	$18.7M	+$380K	4	3.14%	Increased
475	AP Archon Partners Princeton Junction, New Jersey	$18.6M	+$4.18M	2	3.17%	Increased