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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	LHC Lodge Hill Capital New York	$15.4M	+$3.83M	1	6.77%	Increased
477	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$15.3M	-$343K	3	0.57%	Reduced
478	SAM Securian Asset Management St Paul, Minnesota	$15.3M	-$1.93M	5	0.43%	Reduced
479	APSI Asset Planning Services Inc Covington, Louisiana	$15.3M	-$145K	3	9.28%	Reduced
480	GPSPJS General Pension Society PZU Joint Stock Warsaw, Poland	$15.3M	$0	1	4.87%	Maintained
481	GL Governors Lane New York	$15.2M	+$9.2M	1	1.53%	Increased
482	TCM Traynor Capital Management Malvern, Pennsylvania	$15.1M	+$486K	2	1.55%	Increased
483	Prospera Financial Services Dallas, Texas	$15.1M	-$1.03M	4	0.5%	Reduced
484	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$15.1M	+$287K	2	2.04%	Increased
485	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$15M	+$99.2K	2	0.93%	Increased
486	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$14.9M	+$293K	1	0.65%	Increased
487	PCM Portolan Capital Management Boston, Massachusetts	$14.9M	+$3.63M	1	1.31%	Increased
488	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$14.9M	+$8.61M	2	1.28%	Increased
489	PP Patten & Patten Chattanooga, Tennessee	$14.9M	+$526K	2	1.22%	Increased
490	TA Townsend & Associates Westminster, Colorado	$14.8M	+$5.35M	1	1.86%	Increased
491	CIA Covington Investment Advisors Ligonier, Pennsylvania	$14.7M	+$755K	2	2.67%	Increased
492	HI Hendershot Investments Centreville, Virginia	$14.6M	-$124K	2	2.25%	Reduced
493	RIA RPG Investment Advisory Pleasanton, California	$14.6M	+$2.92M	2	2.38%	Increased
494	LCM LVM Capital Management Portage, Michigan	$14.6M	+$237K	2	1.87%	Increased
495	CIS Connors Investor Services Wyomissing, Pennsylvania	$14.6M	-$504K	1	1.64%	Reduced
496	SG Americas Securities New York	$14.6M	-$11.4M	5	0.14%	Reduced
497	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$14.5M	-$3.74M	3	0.07%	Reduced
498	Quantinno Capital Management New York	$14.5M	+$3.75M	6	0.51%	Increased
499	Quadrature Capital London, United Kingdom	$14.4M	-$5.5M	4	0.26%	Reduced
500	Capital Fund Management (CFM) Paris, France	$14.4M	-$6.86M	2	0.04%	Reduced