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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	SCP Steamboat Capital Partners Rye, New York	$13.7M	-$180K	1	2.23%	Reduced
452	Sit Investment Associates Minneapolis, Minnesota	$13.6M	-$9.18M	4	0.4%	Reduced
453	Pacer Advisors Malvern, Pennsylvania	$13.5M	-$1.04M	6	0.29%	Reduced
454	First Merchants Corp Muncie, Indiana	$13.5M	+$948K	2	1.03%	Increased
455	MSR Main Street Research Lakeville, Connecticut	$13.5M	+$741K	1	1.72%	Increased
456	SAM Scopus Asset Management New York	$13.5M	+$3.57M	2	0.26%	Increased
457	Nicholas Company Milwaukee, Wisconsin	$13.5M	+$14.9K	1	0.28%	Increased
458	AP Atwood & Palmer Kansas City, Missouri	$13.4M	+$56.3K	4	1.69%	Increased
459	JCM Janney Capital Management Pittsburgh, Pennsylvania	$13.4M	+$1.97M	3	0.91%	Increased
460	LIA LS Investment Advisors Bloomfield Hills, Michigan	$13.3M	+$1.06M	3	0.76%	Increased
461	GGI Godsey & Gibb Inc Richmond, Virginia	$13.3M	+$1.97M	1	2%	Increased
462	Exencial Wealth Advisors Oklahoma City, Oklahoma	$13.3M	+$5.04M	2	0.7%	Increased
463	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$13.3M	-$4.87M	3	0.42%	Reduced
464	AGA Altrinsic Global Advisors Stamford, Connecticut	$13.2M	+$241K	1	0.54%	Increased
465	MKC M. Kraus & Co Shelburne, Vermont	$13.2M	+$87.1K	2	6.24%	Increased
466	Artemis Investment Management Edinburgh, United Kingdom	$13.2M	+$3.83M	1	0.17%	Increased
467	NAM North American Management Boston, Massachusetts	$13.2M	+$2.12M	1	2.05%	Increased
468	NP NS Partners London, United Kingdom	$13.1M	+$216K	1	0.86%	Increased
469	HA Heartland Advisors Milwaukee, Wisconsin	$13.1M	+$286K	1	1.14%	Increased
470	IFM Investors Melbourne, Australia	$13M	+$335K	3	0.55%	Increased
471	BOK Financial Tulsa, Oklahoma	$13M	-$2.64M	3	0.29%	Reduced
472	DAM Deltec Asset Management New York	$13M	+$3.65M	2	2.32%	Increased
473	Markel Group Glen Allen, Virginia	$12.9M	$0	1	0.22%	Maintained
474	NPA Nichols & Pratt Advisers Boston, Massachusetts	$12.8M	+$58.7K	1	1.11%	Increased
475	Kestra Advisory Services Austin, Texas	$12.8M	+$9.85M	4	0.24%	New