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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	CIBC World Market Toronto, Ontario, Canada	$10.2M	-$2.86M	3	0.05%	Reduced
527	Rockland Trust Hanover, Massachusetts	$10.2M	-$21.5K	2	1.04%	Reduced
528	TDAM USA Toronto, Ontario, Canada	$10.2M	-$2.72M	1	0.85%	Reduced
529	IA Icon Advisers Greenwood Village, Colorado	$10.2M	-$184K	2	2.22%	Reduced
530	Bridgeway Capital Management Houston, Texas	$10.2M	-$39.9M	2	0.23%	Reduced
531	Northeast Investment Management Boston, Massachusetts	$10.2M	-$1.51M	1	0.93%	Reduced
532	MIM Marco Investment Management Atlanta, Georgia	$10.1M	-$204K	3	2.15%	Reduced
533	YHB Investment Advisors West Hartford, Connecticut	$10.1M	+$596K	2	1.74%	Increased
534	JCA Jade Capital Advisors Essex Fells, New Jersey	$10M	+$12.9M	3	12.63%	New
535	Teacher Retirement System of Texas Austin, Texas	$10M	-$25.5M	2	0.11%	Reduced
536	Candriam SCA Strassen, Luxembourg, Luxembourg	$9.9M	$0	1	0.11%	Maintained
537	Norris Perne & French Grand Rapids, Michigan	$9.9M	+$11.3M	1	1.49%	New
538	BBVA USA Bancshares Houston, Texas	$9.9M	-$1.46M	2	0.71%	Reduced
539	Onex Canada Asset Management Toronto, Ontario, Canada	$9.9M	+$3.12M	1	0.66%	Increased
540	South Dakota Investment Council Sioux Falls, South Dakota	$9.9M	-$2.09M	3	0.27%	Reduced
541	USCA RIA Houston, Texas	$9.9M	+$1.53M	4	1.14%	Increased
542	WesBanco Bank Wheeling, West Virginia	$9.8M	-$2.44M	2	0.57%	Reduced
543	Churchill Management Los Angeles, California	$9.8M	-$113K	1	0.49%	Reduced
544	BHMP Bardin Hill Management Partners New York	$9.8M	-$7.72M	1	2.14%	Reduced
545	Davidson Investment Advisors Great Falls, Montana	$9.8M	-$372K	1	1.26%	Reduced
546	Citizens Financial Group Providence, Rhode Island	$9.7M	-$711K	4	0.8%	Reduced
547	HRT Financial New York	$9.7M	+$7.46M	4	0.63%	Increased
548	TCF National Bank Sioux Falls, South Dakota	$9.6M	-$16.5K	3	1.42%	Reduced
549	SCA Snowden Capital Advisors New York	$9.5M	+$1.36M	4	1.04%	Increased
550	Connors Investor Services Wyomissing, Pennsylvania	$9.5M	+$278K	1	1.65%	Increased