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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	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$14M	-$1.58M	4	0.21%	Reduced
477	Evercore Wealth Management New York	$14M	+$7.05M	2	0.48%	Increased
478	Commerzbank Aktiengesellschaft Frankfurt, Germany	$14M	-$3.31M	4	0.13%	Reduced
479	MCM McKinley Capital Management Anchorage, Alaska	$14M	-$2.67M	2	0.9%	Reduced
480	Verition Fund Management Greenwich, Connecticut	$13.9M	+$6.13M	3	0.85%	Increased
481	PAS Professional Advisory Services Vero Beach, Florida	$13.9M	+$274K	1	2.87%	Increased
482	Ingalls & Snyder LLC New York	$13.8M	+$525K	1	0.64%	Increased
483	Marshall Wace London, United Kingdom	$13.6M	+$8.51M	3	0.2%	Increased
484	South Dakota Investment Council Sioux Falls, South Dakota	$13.6M	$0	5	0.3%	Maintained
485	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$13.6M	+$716K	1	2.51%	Increased
486	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$13.6M	-$11.6K	2	1.37%	Reduced
487	CONA Capital One National Association New York	$13.6M	-$1.93M	3	0.99%	Reduced
488	FBA Front Barnett Associates Chicago, Illinois	$13.4M	+$44.8K	1	2.22%	Increased
489	NP NS Partners London, United Kingdom	$13.3M	-$85.3K	1	1.37%	Reduced
490	Two Sigma Advisers New York	$13.3M	-$5.4M	4	0.04%	Reduced
491	BAPIM British Airways Pensions Investment Management London, United Kingdom	$13.3M	+$13.2M	1	0.52%	New
492	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$13.2M	-$251K	7	0.6%	Reduced
493	JCM Janney Capital Management Pittsburgh, Pennsylvania	$13.2M	+$12.5M	2	0.58%	Increased
494	Steward Partners Investment Advisory New York	$13.2M	+$177K	6	0.79%	Increased
495	ICP Ironvine Capital Partners Omaha, Nebraska	$13.1M	+$1.16M	2	2.94%	Increased
496	MML Investors Services Springfield, Massachusetts	$13.1M	+$1.22M	2	0.29%	Increased
497	Chartwell Investment Partners Berywn, Pennsylvania	$13M	+$6.92M	3	0.39%	Increased
498	Hudson Bay Capital Management Stamford, Connecticut	$13M	+$12.4M	2	0.18%	Increased
499	SCA Stillwater Capital Advisors Devon, Pennsylvania	$12.9M	-$41.1K	1	3.08%	Reduced
500	UMA USA Mutuals Advisors Dallas, Texas	$12.9M	+$62.9K	2	8.13%	Increased