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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
551	Perpetual Ltd Sydney, New South Wales, Australia	$9.22M	-$17.2K	1	0.81%	Reduced
552	BFO Boston Family Office Boston, Massachusetts	$9.18M	-$156K	1	1.17%	Reduced
553	WMC Westwood Management Corporation Chicago, Illinois	$9.14M	+$515K	1	1.52%	Increased
554	JA JLB & Associates Plymouth, Michigan	$9.12M	+$145K	2	3.31%	Increased
555	EBSAM Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$9.09M	+$119K	1	2.61%	Increased
556	YIA YHB Investment Advisors West Hartford, Connecticut	$9.06M	+$182K	1	2.19%	Increased
557	SouthState Corp Winter Haven, Florida	$9.06M	+$244K	2	1.49%	Increased
558	M MOTCO San Antonio, Texas	$9.05M	+$81.9K	2	0.99%	Increased
559	CDH Charles D. Hyman	$9.03M	+$1.66M	2	1.52%	Increased
560	SCM SkyTop Capital Management Rutherford, New Jersey	$9.02M	-$10.4M	1	5.45%	Reduced
561	BOIA Bush ODonnell Investment Advisors St Louis, Missouri	$8.98M	-$1.27M	1	5.05%	Reduced
562	EIM Essex Investment Management Boston, Massachusetts	$8.97M	-$193K	1	1.32%	Reduced
563	Busey Bank Urbana, Illinois	$8.83M	+$122K	1	1.27%	Increased
564	BST Bath Savings Trust Bath, Maine	$8.82M	-$64.8K	1	3.36%	Reduced
565	BOK Bank of Kentucky Crestview Hills,, Kentucky	$8.79M	+$154K	2	1.95%	Increased
566	ZDA Zweig-DiMenna Associates New York	$8.77M	-$5.73M	1	0.4%	Reduced
567	OAM Oxford Asset Management Oxford, United Kingdom	$8.73M	-$2.75M	1	0.28%	Reduced
568	OA OFI Advisors Philadelphia, Pennsylvania	$8.62M	+$547K	7	0.62%	Increased
569	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$8.6M	+$121K	1	1.06%	Increased
570	CCM Cadence Capital Management Boston, Massachusetts	$8.59M	+$6.67M	2	0.41%	Increased
571	Azimuth Capital Management Bloomfield Hills, Michigan	$8.57M	+$2.52M	1	0.96%	Increased
572	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$8.51M	+$16.4K	1	1.76%	Increased
573	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$8.51M	-$2.84M	1	0.21%	Reduced
574	First Merchants Corp Muncie, Indiana	$8.5M	+$166K	2	2.65%	Increased
575	BT Beacon Trust Morristown, New Jersey	$8.48M	+$79.9K	2	1.39%	Increased