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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
476	RCM Riverhead Capital Management Wilmington, Delaware	$11.8M	-$28.2M	6	0.38%	Reduced
477	SFM Signet Financial Management Parsippany, New Jersey	$11.8M	-$1.77M	2	2.74%	Reduced
478	EBSAM Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$11.8M	-$237K	1	3.91%	Reduced
479	Jones Financial Companies Des Peres, Missouri	$11.7M	+$34.4K	1	0.05%	Increased
480	NIMI Natixis Investment Managers International Paris, France	$11.6M	+$820K	2	1.27%	Increased
481	Ladenburg Thalmann Financial Services Miami, Florida	$11.5M	-$101K	9	0.18%	Reduced
482	MIS Morningstar Investment Services Chicago, Illinois	$11.5M	+$1.52M	1	0.36%	Increased
483	Bessemer Group Woodbridge, New Jersey	$11.5M	+$377K	4	0.06%	Increased
484	CA Cullinan Associates Louisville, Kentucky	$11.5M	-$12.7K	4	0.94%	Reduced
485	IC Inverness Counsel New York	$11.5M	+$10.1M	1	0.89%	Increased
486	Capital Guardian Trust Los Angeles, California	$11.5M	-$1.49M	3	0.09%	Reduced
487	TAM Taurus Asset Management New York	$11.5M	-$16.3K	1	2.01%	Reduced
488	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$11.4M	-$90.6K	7	0.6%	Reduced
489	Pinnacle Associates New York	$11.4M	-$162K	2	0.25%	Reduced
490	AMI Amica Mutual Insurance Providence, Rhode Island	$11.4M	$0	3	1.1%	Maintained
491	Daiwa Securities Group Tokyo, Japan	$11.3M	-$468K	3	0.07%	Reduced
492	Sterling Capital Management Charlotte, North Carolina	$11.2M	-$1.54M	2	0.1%	Reduced
493	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$11.2M	+$3.74M	7	0.6%	Increased
494	UMA USA Mutuals Advisors Dallas, Texas	$11.1M	-$2.11M	2	6.29%	Reduced
495	DCCA D.C. Capital Advisors New York	$11.1M	$0	1	6.5%	Maintained
496	Alkeon Capital Management New York	$11.1M	+$10.5M	1	0.21%	New
497	Kentucky Retirement Systems Frankfort, Kentucky	$11.1M	-$873K	3	0.72%	Reduced
498	Allstate Corporation Northbrook, Illinois	$11.1M	-$13.8M	2	0.72%	Reduced
499	LG Leuthold Group Minneapolis, Minnesota	$11M	+$927K	1	1.17%	Increased
500	RFA Reilly Financial Advisors La Mesa, California	$11M	+$10.7M	2	2.02%	Increased