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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	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$13.1M	+$2.55M	5	0.31%	Increased
477	RIM Rainier Investment Management Seattle, Washington	$13M	+$913K	2	3.07%	Increased
478	AHB Abner Herrman & Brock Jersey City, New Jersey	$12.9M	-$497K	2	2.28%	Reduced
479	RW Rand Wealth Baltimore, Maryland	$12.9M	-$3.33K	1	1.48%	Reduced
480	NIMI Natixis Investment Managers International Paris, France	$12.8M	-$330K	2	1.11%	Reduced
481	AP Archon Partners Princeton Junction, New Jersey	$12.8M	$0	1	2.98%	Maintained
482	NIM Northeast Investment Management Boston, Massachusetts	$12.8M	+$527K	1	1.13%	Increased
483	MC Middleton & Co Boston, Massachusetts	$12.8M	+$1.3M	2	2.3%	Increased
484	FBA Front Barnett Associates Chicago, Illinois	$12.6M	+$38.2K	1	2.22%	Increased
485	TCM Twin Capital Management Mcmurray, Pennsylvania	$12.6M	+$1.84M	2	0.66%	Increased
486	ABC Anchor Bolt Capital Chicago, Illinois	$12.6M	+$12.7M	1	0.51%	New
487	PWM Patriot Wealth Management Houston, Texas	$12.5M	-$2.26M	2	2.03%	Reduced
488	Squarepoint New York	$12.5M	-$32.2M	4	0.24%	Reduced
489	WCM Windward Capital Management Los Angeles, California	$12.5M	+$4.14K	1	2.05%	Increased
490	NP NS Partners London, United Kingdom	$12.4M	+$933K	1	1.49%	Increased
491	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$12.4M	+$2.82M	2	2.36%	Increased
492	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$12.3M	-$1.45M	7	0.65%	Reduced
493	TCM Tufton Capital Management Hunt Valley, Maryland	$12.3M	-$60.8K	2	2.45%	Reduced
494	Schonfeld Strategic Advisors New York	$12.2M	+$9.86M	1	1.12%	Increased
495	CCM Cadence Capital Management Boston, Massachusetts	$12.2M	+$1.44M	2	0.76%	Increased
496	First National Bank of Omaha Omaha, Nebraska	$12.2M	+$326K	1	0.75%	Increased
497	FCI Financial Counselors Inc Overland Park, Kansas	$12.2M	+$469K	2	0.59%	Increased
498	Avalon Investment & Advisory Houston, Texas	$12.1M	-$406K	1	0.39%	Reduced
499	FineMark National Bank & Trust Fort Myers, Florida	$12.1M	+$657K	2	0.81%	Increased
500	SCA Stillwater Capital Advisors Devon, Pennsylvania	$12M	+$256K	1	3.12%	Increased