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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	BOTW Bank of the West Monterey Park, California	$11.6M	+$184K	2	1.63%	Increased
502	BCM BTR Capital Management Oakland, California	$11.6M	+$1.71M	1	2.81%	Increased
503	SL Summitry LLC Foster City, California	$11.5M	-$24.9M	1	1.34%	Reduced
504	MSU Maple Securities USA Jersey City, New Jersey	$11.4M	+$1.22M	2	0.96%	Increased
505	Luther King Capital Management (LKCM) Fort Worth, Texas	$11.4M	-$308K	2	0.1%	Reduced
506	LI LMCG Investments Boston, Massachusetts	$11.4M	+$89.2K	1	0.24%	Increased
507	MFM Marianas Fund Management New York	$11.3M	+$9.49M	1	2.49%	New
508	SCA Stillwater Capital Advisors Devon, Pennsylvania	$11.3M	+$276K	1	3.45%	Increased
509	ZWJ Investment Counsel Atlanta, Georgia	$11.3M	+$32.6K	1	1.19%	Increased
510	Point72 Asset Management Stamford, Connecticut	$11M	+$944K	2	0.08%	Increased
511	BAM Barrett Asset Management New York	$11M	-$433K	2	0.91%	Reduced
512	CCMIC Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$11M	+$684K	1	1.21%	Increased
513	JA JLB & Associates Plymouth, Michigan	$11M	+$119K	2	3.43%	Increased
514	FIM FourPoints Investment Managers Paris, France	$10.9M	+$11M	1	2.28%	New
515	Whittier Trust South Pasadena, California	$10.8M	+$963K	3	0.5%	Increased
516	FM Foster & Motley Cincinnati, Ohio	$10.8M	-$1.74M	2	2.38%	Reduced
517	MAM Majedie Asset Management London, United Kingdom	$10.8M	+$3.22M	1	2.47%	Increased
518	HR Howe & Rusling Rochester, New York	$10.8M	+$67.7K	3	2.42%	Increased
519	NC Northpointe Capital Bloomfield Hills, Michigan	$10.8M	+$336K	1	1.16%	Increased
520	Segall Bryant & Hamill Chicago, Illinois	$10.8M	-$39.6K	2	0.24%	Reduced
521	NIMI Natixis Investment Managers International Paris, France	$10.7M	-$1.36M	2	1.36%	Reduced
522	Mackenzie Financial Toronto Ontario, Ontario, Canada	$10.6M	+$3.49M	4	0.06%	Increased
523	CDH Charles D. Hyman	$10.6M	+$124K	2	1.7%	Increased
524	Fuller & Thaler Asset Management San Mateo, California	$10.5M	-$1.62M	5	0.34%	Reduced
525	MKC M. Kraus & Co Shelburne, Vermont	$10.5M	+$41.2K	2	7.55%	Increased