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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	Natixis Paris, France	$13.9M	+$13.1M	2	0.11%	Increased
452	Markel Group Glen Allen, Virginia	$13.8M	-$8.23M	1	0.26%	Reduced
453	Man Group London, United Kingdom	$13.8M	-$7.16M	4	0.07%	Reduced
454	MAP Managed Asset Portfolios Rochester, Michigan	$13.8M	-$698K	1	2.99%	Reduced
455	PAM Palisade Asset Management Minneapolis, Minnesota	$13.7M	-$639K	2	2.19%	Reduced
456	ACM American Capital Management New York	$13.7M	+$12M	1	0.5%	Increased
457	NPA Nichols & Pratt Advisers Boston, Massachusetts	$13.7M	-$8.01M	1	1.22%	Reduced
458	Nicholas Company Milwaukee, Wisconsin	$13.5M	+$1.84M	1	0.31%	Increased
459	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$13.4M	-$7.86M	4	0.18%	Reduced
460	GAI General American Investors New York	$13.4M	-$8M	1	1.7%	Reduced
461	MKC M. Kraus & Co Shelburne, Vermont	$13.4M	-$1.48M	2	6.93%	Reduced
462	SAM Shell Asset Management The Hague, Netherlands	$13.4M	+$4.52M	5	0.33%	Increased
463	Meyer Handelman Company Rye Brook, New York	$13.4M	-$3.34M	2	0.71%	Reduced
464	SG Americas Securities New York	$13.3M	-$3.5M	8	0.11%	Reduced
465	AP Atwood & Palmer Kansas City, Missouri	$13.3M	-$25.5K	4	1.79%	Reduced
466	Davenport & Co Richmond, Virginia	$13.3M	+$310K	4	0.16%	Increased
467	Trexquant Investment Stamford, Connecticut	$13.2M	+$12.6M	5	0.92%	Increased
468	PP Patten & Patten Chattanooga, Tennessee	$13.2M	+$9.37M	3	1.45%	Increased
469	Churchill Management Los Angeles, California	$13.1M	+$3.4M	2	0.41%	Increased
470	IFM Investors Melbourne, Australia	$13.1M	-$3.42M	3	0.67%	Reduced
471	First Merchants Corp Muncie, Indiana	$13M	-$189K	2	1.1%	Reduced
472	New Mexico Educational Retirement Board Santa Fe, New Mexico	$13M	+$1.52M	5	0.62%	Increased
473	LIA LS Investment Advisors Bloomfield Hills, Michigan	$13M	-$1.85M	7	0.81%	Reduced
474	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$13M	+$6.69M	3	0.54%	Increased
475	AL AJO LP Philadelphia, Pennsylvania	$13M	+$4.12M	3	0.12%	Increased