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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	TSAM Trinity Street Asset Management London, United Kingdom	$24.2M	+$96.3K	1	1.66%	Increased
477	MKC M. Kraus & Co Shelburne, Vermont	$24.1M	-$275K	2	7.09%	Reduced
478	TS Tamar Securities Woodland Hills, California	$24.1M	+$715K	1	2.92%	Increased
479	RCM Rings Capital Management Chicago, Illinois	$24.1M	$0	1	11.65%	Maintained
480	GIP Granite Investment Partners El Segundo, California	$24M	-$1.34M	2	1.17%	Reduced
481	Horizon Investments Charlotte, North Carolina	$24M	+$12.2M	7	0.38%	Increased
482	IGGA Iron Gate Global Advisors Nsl, Utah	$23.7M	+$499K	1	2.64%	Increased
483	Tidal Investments Milwaukee, Wisconsin	$23.7M	+$2.51M	7	0.14%	Increased
484	Select Equity Group New York	$23.7M	+$24M	1	0.1%	New
485	Scotia Capital Toronto, Ontario, Canada	$23.5M	+$553K	3	0.11%	Increased
486	TCM Telos Capital Management San Diego, California	$23.4M	-$44.7K	3	2.38%	Reduced
487	CIA Covington Investment Advisors Ligonier, Pennsylvania	$23.3M	+$28.1K	2	3.33%	Increased
488	Envestnet Portfolio Solutions Chicago, Illinois	$23.2M	-$933K	5	0.09%	Reduced
489	CK Cohen Klingenstein New York	$23.1M	$0	1	0.77%	Maintained
490	South Dakota Investment Council Sioux Falls, South Dakota	$22.9M	-$129K	4	0.44%	Reduced
491	PAM Palisade Asset Management Minneapolis, Minnesota	$22.9M	+$34.9K	2	2.28%	Increased
492	AL Arnhold LLC New York	$22.8M	$0	1	2.08%	Maintained
493	Synovus Financial Columbus, Georgia	$22.7M	+$1.45M	3	0.28%	Increased
494	Brookstone Capital Management Wheaton, Illinois	$22.6M	+$1.02M	4	0.3%	Increased
495	Sanibel Captiva Trust Company Sanibel, Florida	$22.3M	-$770K	3	0.69%	Reduced
496	Capital Investment Advisors Atlanta, Georgia	$22.3M	-$269K	3	0.4%	Reduced
497	FVCM F&V Capital Management Boca Raton, Florida	$22.2M	-$88.6K	1	5.67%	Reduced
498	Voloridge Investment Management Jupiter, Florida	$21.9M	+$6.52M	2	0.08%	Increased
499	WC Woodstock Corp Boston, Massachusetts	$21.8M	-$145K	1	2%	Reduced
500	Central Trust Company Jefferson City, Missouri	$21.7M	-$195K	6	0.5%	Reduced