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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	KCM Kanawha Capital Management Richmond, Virginia	$15.5M	+$289K	3	1.52%	Increased
527	Cullen/Frost Bankers San Antonio, Texas	$15.4M	+$2.22M	5	0.29%	Increased
528	PAM Private Asset Management San Diego, California	$15.4M	-$626K	1	2.62%	Reduced
529	Capital Investment Advisors Atlanta, Georgia	$15.4M	+$746K	3	0.47%	Increased
530	GJIC Gamble Jones Investment Counsel Pasadena, California	$15.4M	-$24.5K	2	1.16%	Reduced
531	WCM Windward Capital Management Los Angeles, California	$15.3M	-$77.4K	1	1.66%	Reduced
532	Los Angeles Capital Management Los Angeles, California	$15.2M	+$2.28M	5	0.07%	Increased
533	Jones Financial Companies Des Peres, Missouri	$15.2M	+$140K	3	0.03%	Increased
534	DIA Davidson Investment Advisors Great Falls, Montana	$15.2M	+$258K	1	1.18%	Increased
535	AP Appleton Partners Boston, Massachusetts	$15.1M	-$822K	2	1.43%	Reduced
536	TA Teton Advisors Rye, New York	$15.1M	-$11.7M	1	3.87%	Reduced
537	IGGA Iron Gate Global Advisors Nsl, Utah	$15.1M	-$86.6K	1	4.13%	Reduced
538	Anchor Capital Advisors Boston, Massachusetts	$15M	-$1.04M	1	0.39%	Reduced
539	BCP Blue Chip Partners Farmington Hills, Michigan	$15M	+$1.21M	2	1.87%	Increased
540	Advisory Services Network Atlanta, Georgia	$14.9M	+$534K	6	0.46%	Increased
541	Walleye Trading New York	$14.9M	-$8.57M	3	0.04%	Reduced
542	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$14.7M	+$1.59M	3	0.71%	Increased
543	FA FDx Advisors Chicago, Illinois	$14.6M	+$534K	3	0.64%	Increased
544	UMB Bank Kansas City, Missouri	$14.6M	-$389K	4	0.23%	Reduced
545	Davis Selected Advisers Tucson, Arizona	$14.6M	-$1.61M	1	0.1%	Reduced
546	SAI Systematic Alpha Investments Princeton, New Jersey	$14.5M	$0	2	0.73%	Maintained
547	KBC Group Brussels, Belgium	$14.4M	+$491K	4	0.07%	Increased
548	FVCM F&V Capital Management Boca Raton, Florida	$14.4M	+$222K	1	4.81%	Increased
549	WC Woodstock Corp Boston, Massachusetts	$14.4M	+$140K	2	1.92%	Increased
550	Allianz Asset Management Munich, Germany	$14.4M	+$34.6K	3	0.03%	Increased