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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	MC Middleton & Co Boston, Massachusetts	$10.8M	+$856K	2	2.43%	Increased
477	UFF USA Financial Formulas Ada, Michigan	$10.8M	+$11.2M	1	2.77%	New
478	DA Denali Advisors San Diego, California	$10.8M	+$6.53M	1	1.64%	Increased
479	EBSAM Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$10.8M	-$175K	1	3.41%	Reduced
480	Highbridge Capital Management New York	$10.8M	+$10.8M	2	0.17%	Increased
481	Colony Group Boston, Massachusetts	$10.8M	-$6.66M	2	1.2%	Reduced
482	PAM Private Asset Management San Diego, California	$10.7M	+$60.6K	2	1.8%	Increased
483	DCCA D.C. Capital Advisors New York	$10.7M	$0	1	6.52%	Maintained
484	Alkeon Capital Management New York	$10.7M	$0	1	0.2%	Maintained
485	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$10.6M	-$559K	6	0.56%	Reduced
486	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$10.6M	+$10.9M	1	1.09%	New
487	Advisors Capital Management Ridgewood, New Jersey	$10.6M	+$8.15M	1	1.03%	Increased
488	Allstate Corporation Northbrook, Illinois	$10.5M	-$349K	2	0.74%	Reduced
489	MCM Murphy Capital Management Bedminster, New Jersey	$10.4M	-$386K	2	1.61%	Reduced
490	BAC Boys Arnold & Co Asheville, North Carolina	$10.4M	+$25.3K	1	1.78%	Increased
491	NIMI Natixis Investment Managers International Paris, France	$10.4M	-$1.16M	1	1.06%	Reduced
492	ZWJ Investment Counsel Atlanta, Georgia	$10.4M	-$161K	1	1.03%	Reduced
493	PCM Proxima Capital Management New York	$10.3M	-$7.12M	1	4.68%	Reduced
494	Cambridge Investment Research Advisors Fairfield, Iowa	$10.3M	+$1.01M	5	0.19%	Increased
495	Quantbot Technologies New York	$10.3M	+$1.81M	3	1.14%	Increased
496	Citizens Financial Group Providence, Rhode Island	$10.3M	-$33.7K	4	0.97%	Reduced
497	Kentucky Retirement Systems Frankfort, Kentucky	$10.3M	-$700K	3	0.68%	Reduced
498	SST S Squared Technology New York	$10.3M	+$759K	1	11.43%	Increased
499	LG Leuthold Group Minneapolis, Minnesota	$10.3M	-$349K	1	1.08%	Reduced
500	SCA Stillwater Capital Advisors Devon, Pennsylvania	$10.2M	-$35.3K	1	2.99%	Reduced