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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	Aquatic Capital Management Chicago, Illinois	$16.3M	+$2.77M	6	1.01%	Increased
502	NP NS Partners London, United Kingdom	$16.2M	+$21.3K	1	0.91%	Increased
503	GAI General American Investors New York	$16.2M	$0	1	1.53%	Maintained
504	Alyeska Investment Group Chicago, Illinois	$16.1M	+$9.82M	1	0.14%	Increased
505	ACM Argent Capital Management St Louis, Missouri	$16.1M	-$65.4M	2	0.56%	Reduced
506	Norinchukin Bank Tokyo, Japan	$16M	+$9.39M	3	0.32%	Increased
507	TSAM Trinity Street Asset Management London, United Kingdom	$16M	-$222K	1	1.79%	Reduced
508	MIS Morningstar Investment Services Chicago, Illinois	$16M	-$275K	1	0.21%	Reduced
509	ACM American Capital Management New York	$16M	+$36.8K	1	0.56%	Increased
510	AGA Altrinsic Global Advisors Stamford, Connecticut	$15.9M	-$3.73M	1	0.62%	Reduced
511	Avantax Advisory Services Dallas, Texas	$15.9M	+$4.22M	4	0.2%	Increased
512	Seizert Capital Partners Birmingham, Michigan	$15.9M	-$5.45M	1	0.88%	Reduced
513	BCP Blue Chip Partners Farmington Hills, Michigan	$15.8M	+$1.22M	2	1.87%	Increased
514	Dana Investment Advisors Waukesha, Wisconsin	$15.8M	+$6.2K	2	0.8%	Increased
515	HFS Haverford Financial Services Radnor, Pennsylvania	$15.8M	-$2.35M	1	4.92%	Reduced
516	CC Cannell & Co New York	$15.7M	-$18.9M	3	0.56%	Reduced
517	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$15.7M	+$2.79M	1	0.09%	Increased
518	Prudential plc London, England, United Kingdom	$15.6M	-$436K	3	0.18%	Reduced
519	CTA Chesley Taft & Associates Chicago, Illinois	$15.5M	+$7.03M	3	1.02%	Increased
520	WhitTier Trust Company Reno, Nevada	$15.5M	+$212K	5	0.57%	Increased
521	PP Patten & Patten Chattanooga, Tennessee	$15.5M	+$257K	3	1.36%	Increased
522	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$15.5M	+$346K	2	1.99%	Increased
523	PAM Palisade Asset Management Minneapolis, Minnesota	$15.4M	-$105K	2	1.89%	Reduced
524	APSI Asset Planning Services Inc Covington, Louisiana	$15.4M	+$35.9K	3	9.75%	Increased
525	First Merchants Corp Muncie, Indiana	$15.3M	-$335K	2	1.37%	Reduced