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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
501	PP PDT Partners New York	$10.3M	-$7.98M	8	0.28%	Reduced
502	OPCM Osborne Partners Capital Management San Francisco, California	$10.2M	-$162K	1	1.42%	Reduced
503	TCM Twin Capital Management Mcmurray, Pennsylvania	$10.1M	-$249K	2	1.08%	Reduced
504	ZIG Zuckerman Investment Group Chicago, Illinois	$10M	-$1.35M	1	2.51%	Reduced
505	JAFL Jay A. Fishman Ltd Troy, Michigan	$9.98M	-$10.4K	1	2.49%	Reduced
506	Raymond James Trust St. Petersburg, Florida	$9.92M	+$22.2K	3	1.53%	Increased
507	Kentucky Retirement Systems Frankfort, Kentucky	$9.91M	+$9.55M	3	0.8%	New
508	Jones Financial Companies Des Peres, Missouri	$9.88M	+$78.8K	2	0.1%	Increased
509	Thrivent Financial for Lutherans Minneapolis, Minnesota	$9.88M	-$171M	4	0.06%	Reduced
510	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$9.79M	+$139K	3	0.03%	Increased
511	WDA Wendell David Associates Portsmouth, New Hampshire	$9.75M	-$220K	1	2.34%	Reduced
512	AL Agran Libbie Santa Monica, California	$9.48M	-$132K	2	2.75%	Reduced
513	Perpetual Ltd Sydney, New South Wales, Australia	$9.46M	-$292K	2	1.33%	Reduced
514	Zacks Investment Management Chicago, Illinois	$9.39M	+$1.15M	2	0.41%	Increased
515	Tokio Marine Asset Management Tokyo, Japan	$9.39M	-$302K	2	0.6%	Reduced
516	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$9.33M	-$219K	3	1.27%	Reduced
517	UMA USA Mutuals Advisors Dallas, Texas	$9.33M	+$1.56M	2	5.9%	Increased
518	SCM Suffolk Capital Management New York	$9.29M	+$1.7M	2	1.25%	Increased
519	CPS Counsel Portfolio Services Mississauga, Ontario, Canada	$9.23M	-$3.34M	1	0.46%	Reduced
520	CL Croft-Leominster Baltimore, Maryland	$9.21M	-$3.54M	1	1.51%	Reduced
521	MAM Meeder Asset Management Dublin, Ohio	$9.21M	+$1.39K	2	1.75%	Increased
522	RT Rockland Trust Hanover, Massachusetts	$9.21M	-$210K	1	2.43%	Reduced
523	NIMI Natixis Investment Managers International Paris, France	$9.19M	-$265K	1	2.09%	Reduced
524	ZWJ Investment Counsel Atlanta, Georgia	$9.17M	+$93K	1	1.18%	Increased
525	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$9.1M	+$8.77M	1	0.34%	New