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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	MIM Marco Investment Management Atlanta, Georgia	$10.9M	+$1.12M	3	2%	Increased
527	MC Moors & Cabot Boston, Massachusetts	$10.9M	+$1.71M	4	1.16%	Increased
528	AHC Adell Harriman & Carpenter Houston, Texas	$10.8M	+$951K	2	1.85%	Increased
529	Johnson Investment Counsel Cincinnati, Ohio	$10.8M	+$249K	3	0.22%	Increased
530	PAM Private Asset Management San Diego, California	$10.8M	+$2.68M	1	1.92%	Increased
531	Perpetual Ltd Sydney, New South Wales, Australia	$10.7M	+$2.19M	3	1%	Increased
532	SAM Scopus Asset Management New York	$10.6M	+$3.64M	2	0.3%	Increased
533	HFS Haverford Financial Services Radnor, Pennsylvania	$10.6M	+$5.34M	1	3.56%	Increased
534	Horizon Investments Charlotte, North Carolina	$10.6M	+$9.97M	2	0.26%	Increased
535	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$10.5M	+$10.4M	1	1.72%	Increased
536	TFM TPI Fund Managers London, United Kingdom	$10.5M	+$3.23M	1	2.44%	Increased
537	JIR James Investment Research Alpha, Ohio	$10.4M	-$788K	2	0.97%	Reduced
538	IA Icon Advisers Greenwood Village, Colorado	$10.4M	+$195K	3	2.03%	Increased
539	South Dakota Investment Council Sioux Falls, South Dakota	$10.4M	+$314K	3	0.24%	Increased
540	HA Heartland Advisors Milwaukee, Wisconsin	$10.4M	-$102K	1	0.92%	Reduced
541	CIS Connors Investor Services Wyomissing, Pennsylvania	$10.4M	+$508K	1	1.54%	Increased
542	TC TwinBeech Capital Purchase, New York	$10.4M	+$7.28M	3	2.27%	Increased
543	WCM Windward Capital Management Los Angeles, California	$10.3M	-$6.05M	1	1.16%	Reduced
544	LBC Lowe Brockenbrough & Co Richmond, Virginia	$10.2M	-$2.9M	3	1.37%	Reduced
545	Mirae Asset Global Investments Seoul, South Korea	$10.1M	+$2.08M	3	0.06%	Increased
546	PFM Parsec Financial Management Asheville, North Carolina	$10M	-$4.51M	2	0.64%	Reduced
547	Tower Research Capital (TRC) New York	$10M	+$7.48M	8	0.41%	Increased
548	FBA Front Barnett Associates Chicago, Illinois	$9.98M	-$1.35M	2	1.54%	Reduced
549	WC Wexford Capital West Palm Beach, Florida	$9.94M	+$5.7M	3	2.5%	Increased
550	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$9.93M	+$3.2M	3	1.21%	Increased