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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	TU TDAM USA Toronto, Ontario, Canada	$8.74M	-$486K	1	0.43%	Reduced
552	Tudor Investment Corp Stamford, Connecticut	$8.72M	-$9.51M	1	0.18%	Reduced
553	OCM Olstein Capital Management Purchase, New York	$8.72M	-$915K	1	1.18%	Reduced
554	Quantbot Technologies New York	$8.71M	+$6.9M	3	0.93%	Increased
555	PAS Point72 Asia (Singapore) Singapore	$8.69M	+$7.55M	1	4.24%	New
556	PP Paloma Partners Greenwich, Connecticut	$8.68M	-$1.35M	4	0.1%	Reduced
557	PFM Parsec Financial Management Asheville, North Carolina	$8.64M	+$33.5K	1	0.83%	Increased
558	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$8.59M	$0	3	1.13%	Maintained
559	AL Agran Libbie Santa Monica, California	$8.59M	-$166K	2	2.14%	Reduced
560	PAM Palisade Asset Management Minneapolis, Minnesota	$8.56M	-$91.6K	1	1.62%	Reduced
561	YIA YHB Investment Advisors West Hartford, Connecticut	$8.54M	+$358K	1	1.88%	Increased
562	WC Woodstock Corp Boston, Massachusetts	$8.42M	+$41.7K	1	1.74%	Increased
563	NP NS Partners London, United Kingdom	$8.36M	+$89K	1	1.43%	Increased
564	M MOTCO San Antonio, Texas	$8.34M	+$72K	3	0.92%	Increased
565	FineMark National Bank & Trust Fort Myers, Florida	$8.34M	+$46.4K	5	0.93%	Increased
566	Clal Insurance Tel-Aviv, Israel	$8.33M	$0	1	0.21%	Maintained
567	RCP Rothschild Capital Partners New York	$8.33M	+$2.12M	1	3.21%	Increased
568	First Citizens Bank & Trust Raleigh, North Carolina	$8.32M	-$4.12M	3	0.75%	Reduced
569	Whittier Trust South Pasadena, California	$8.29M	-$476K	4	0.37%	Reduced
570	BCM BTR Capital Management Oakland, California	$8.28M	-$165K	1	1.9%	Reduced
571	FCI Financial Counselors Inc Overland Park, Kansas	$8.25M	+$65.8K	2	0.49%	Increased
572	Stonehage Fleming Financial Services St. Helier, Jersey	$8.23M	-$614K	3	0.54%	Reduced
573	GL GLG LLC New York	$8.23M	-$6.96M	3	0.62%	Reduced
574	Smith Salley Wealth Management Greensboro, North Carolina	$8.22M	-$85.7K	2	1.92%	Reduced
575	Creative Planning Overland Park, Kansas	$8.2M	+$868K	9	0.06%	Increased