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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	Nomura Holdings Tokyo, Japan	$25.8M	-$3.22M	4	0.03%	Reduced
527	ATC Argent Trust Co Nashville, Tennessee	$25.7M	+$228K	4	0.88%	Increased
528	CIP Champlain Investment Partners Burlington, Vermont	$25.7M	+$23.6M	1	0.26%	New
529	CTA Chesley Taft & Associates Chicago, Illinois	$25.6M	+$3.52M	5	1.01%	Increased
530	SAI Systematic Alpha Investments Princeton, New Jersey	$25.6M	$0	2	0.8%	Maintained
531	Lockheed Martin Investment Management Bethesda, Maryland	$25.6M	+$2.61M	2	0.85%	Increased
532	Foundations Investment Advisors Phoenix, Arizona	$25.5M	+$2.32M	3	0.33%	Increased
533	Johnson Investment Counsel Cincinnati, Ohio	$25.4M	-$1.23M	3	0.21%	Reduced
534	SFM Systematic Financial Management Teaneck, New Jersey	$25.2M	-$732K	3	0.59%	Reduced
535	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$25.2M	-$553K	2	2.54%	Reduced
536	Anchor Capital Advisors Boston, Massachusetts	$25.1M	-$6.99M	1	0.73%	Reduced
537	Savant Capital Rockford, Illinois	$25M	+$510K	5	0.14%	Increased
538	Norinchukin Bank Tokyo, Japan	$25M	+$1.8M	3	0.29%	Increased
539	Aquatic Capital Management Chicago, Illinois	$24.8M	+$9.32M	4	0.7%	Increased
540	WCM Windward Capital Management Los Angeles, California	$24.8M	-$856K	1	1.96%	Reduced
541	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$24.7M	+$11.3M	2	2.11%	Increased
542	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$24.7M	+$184K	4	0.95%	Increased
543	CIA Covington Investment Advisors Ligonier, Pennsylvania	$24.7M	-$3.76M	2	3.37%	Reduced
544	Apollon Wealth Management Mount Pleasant, South Carolina	$24.6M	+$319K	4	0.43%	Increased
545	CB Cadence Bank Tupelo, Mississippi	$24.6M	+$538K	2	1.44%	Increased
546	Bridgeway Capital Management Houston, Texas	$24.4M	-$605K	1	0.51%	Reduced
547	Segall Bryant & Hamill Chicago, Illinois	$24.4M	+$9.79M	2	0.33%	Increased
548	SAM Scopus Asset Management New York	$24.2M	+$2.56M	2	0.4%	Increased
549	Kentucky Retirement Systems Frankfort, Kentucky	$24.1M	$0	4	0.65%	Maintained
550	Kornitzer Capital Management Shawnee Mission, Kansas	$24.1M	-$1.75M	4	0.5%	Reduced