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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	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$15.5M	+$197K	3	0.44%	Increased
452	Jupiter Asset Management London, United Kingdom	$15.5M	+$10.1M	5	0.16%	Increased
453	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$15.5M	+$1.1M	3	0.99%	Increased
454	MKC M. Kraus & Co Shelburne, Vermont	$15.4M	+$190K	2	6.44%	Increased
455	CDH Charles D. Hyman	$15.4M	-$1.12M	3	1.23%	Reduced
456	Thompson Siegel & Walmsley Richmond, Virginia	$15.4M	+$2.43M	4	0.25%	Increased
457	LIA LS Investment Advisors Bloomfield Hills, Michigan	$15.4M	-$604K	3	0.81%	Reduced
458	NI Nuance Investments Kansas City, Missouri	$15.3M	+$15M	2	0.29%	Increased
459	NPA Nichols & Pratt Advisers Boston, Massachusetts	$15.2M	-$565K	1	1.21%	Reduced
460	Steward Partners Investment Advisory New York	$15.2M	-$5.19M	7	0.33%	Reduced
461	Nicholas Company Milwaukee, Wisconsin	$15M	$0	1	0.28%	Maintained
462	AP Atwood & Palmer Kansas City, Missouri	$14.9M	+$810K	4	1.6%	Increased
463	VV Verity & Verity Beaufort, South Carolina	$14.9M	+$980K	2	2.81%	Increased
464	Martingale Asset Management Boston, Massachusetts	$14.9M	+$558K	3	0.17%	Increased
465	Meitav Investment House Bene-Beraq, Israel	$14.9M	-$16.4M	2	0.58%	Reduced
466	Mercer Global Advisors Denver, Colorado	$14.9M	+$818K	4	0.19%	Increased
467	BOK Financial Tulsa, Oklahoma	$14.6M	-$80.9K	3	0.28%	Reduced
468	SCA Stillwater Capital Advisors Devon, Pennsylvania	$14.6M	-$105K	1	2.79%	Reduced
469	HFS Haverford Financial Services Radnor, Pennsylvania	$14.5M	+$1.96M	1	3.96%	Increased
470	Hancock Whitney Gulfport, Mississippi	$14.5M	-$17.2M	4	0.48%	Reduced
471	Cetera Investment Advisers Schaumburg, Illinois	$14.4M	+$10.5M	4	0.29%	Increased
472	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$14.3M	$0	3	0.37%	Maintained
473	AO Advisor OS Chicago, Illinois	$14.3M	+$15.1M	1	3.83%	New
474	DBT Dubuque Bank & Trust Dubuque, Iowa	$14.2M	+$3.26M	2	1.74%	Increased
475	Salem Investment Counselors Winston Salem, North Carolina	$14.1M	+$498K	3	0.93%	Increased