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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
526	Thompson Siegel & Walmsley Richmond, Virginia	$9.79M	-$293K	3	0.23%	Reduced
527	PP Prospector Partners Guilford, Connecticut	$9.79M	+$460K	1	0.44%	Increased
528	SCA Stillwater Capital Advisors Devon, Pennsylvania	$9.72M	+$1.88M	1	3.77%	Increased
529	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$9.68M	+$73.7K	1	2.33%	Increased
530	DA Denali Advisors San Diego, California	$9.65M	+$4.28M	2	3.03%	Increased
531	LDB Lee, Danner & Bass Nashville, Tennessee	$9.55M	+$310K	1	1.27%	Increased
532	William Blair & Company Chicago, Illinois	$9.53M	-$2.05M	3	0.02%	Reduced
533	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$9.52M	-$76.5K	1	0.45%	Reduced
534	MKC M. Kraus & Co Shelburne, Vermont	$9.51M	+$8.91M	2	7.74%	New
535	CL Croft-Leominster Baltimore, Maryland	$9.5M	-$216K	1	1.44%	Reduced
536	CCT Chemung Canal Trust Elmira, New York	$9.48M	-$2.07M	1	1.96%	Reduced
537	CB Chemical Bank Detroit, Michigan	$9.43M	-$35.8K	1	1.68%	Reduced
538	NIMI Natixis Investment Managers International Paris, France	$9.39M	-$297K	1	1.71%	Reduced
539	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$9.36M	-$4.21M	5	1.52%	Reduced
540	SCM Suffolk Capital Management New York	$9.34M	-$675K	2	1.17%	Reduced
541	FCI Financial Counselors Inc Overland Park, Kansas	$9.33M	+$267K	2	0.7%	Increased
542	TAM Taurus Asset Management New York	$9.33M	-$5.38K	1	1.92%	Reduced
543	Tokio Marine Asset Management Tokyo, Japan	$9.32M	-$788K	2	0.58%	Reduced
544	BFO Boston Family Office Boston, Massachusetts	$9.31M	+$9.2K	1	1.23%	Increased
545	Capital International Sarl Los Angeles, California	$9.29M	-$1.93M	1	0.5%	Reduced
546	WAM Wallington Asset Management Indianapolis, Indiana	$9.22M	+$617K	1	3.37%	Increased
547	EIM Emerson Investment Management Boston, Massachusetts	$9.21M	-$107K	1	1.94%	Reduced
548	Cullen/Frost Bankers San Antonio, Texas	$9.18M	+$331K	2	0.41%	Increased
549	TC TFS Capital West Chester, Pennsylvania	$9.13M	+$2.32M	2	0.43%	Increased
550	Bessemer Group Woodbridge, New Jersey	$9.03M	+$1.73M	5	0.06%	Increased