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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	WC Woodstock Corp Boston, Massachusetts	$15.4M	-$4.96K	1	1.56%	Reduced
527	RCYC Richard C. Young & Co Newport, Rhode Island	$15.3M	+$261K	1	1.86%	Increased
528	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$15.2M	+$79.9K	2	1.69%	Increased
529	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$15.2M	-$170K	3	0.52%	Reduced
530	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$15.1M	+$468K	1	0.83%	Increased
531	SpiderRock Advisors Wilimington, Delaware	$15M	-$4.02M	3	0.3%	Reduced
532	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$15M	-$85.1K	3	0.16%	Reduced
533	MAP Managed Asset Portfolios Rochester, Michigan	$14.8M	-$2.19M	1	2.19%	Reduced
534	CB Cadence Bank Tupelo, Mississippi	$14.7M	+$236K	1	1.11%	Increased
535	WCM Windward Capital Management Los Angeles, California	$14.6M	-$352K	1	1.23%	Reduced
536	Driehaus Capital Management Chicago, Illinois	$14.4M	+$4.8M	1	0.14%	Increased
537	New Mexico Educational Retirement Board Santa Fe, New Mexico	$14.4M	$0	5	0.5%	Maintained
538	NP NS Partners London, United Kingdom	$14.4M	-$96.4K	1	0.65%	Reduced
539	LCM LVM Capital Management Portage, Michigan	$14.4M	+$18.8K	2	1.64%	Increased
540	UBS O'Connor Chicago, Illinois	$14.4M	+$3.57M	1	0.41%	Increased
541	Savant Capital Rockford, Illinois	$14.4M	-$258K	4	0.14%	Reduced
542	CCS Concentric Capital Strategies Stamford, Connecticut	$14.3M	-$7.52M	1	0.72%	Reduced
543	SAM Securian Asset Management St Paul, Minnesota	$14.3M	-$440K	5	0.42%	Reduced
544	Credit Agricole Montrouge Cedex, France	$14.3M	-$531K	3	0.08%	Reduced
545	Panagora Asset Management Boston, Massachusetts	$14.2M	+$10.5M	5	0.07%	Increased
546	SAI Systematic Alpha Investments Princeton, New Jersey	$14.2M	$0	2	0.54%	Maintained
547	AP Atwood & Palmer Kansas City, Missouri	$14.2M	+$31.3K	4	1.07%	Increased
548	KBC Group Brussels, Belgium	$14.1M	-$679K	5	0.04%	Reduced
549	BOK Financial Tulsa, Oklahoma	$14.1M	+$530K	4	0.25%	Increased
550	TD Waterhouse Canada Toronto, Ontario, Canada	$14.1M	+$1.05M	6	0.13%	Increased