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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	CCI Columbus Circle Investors	$14.2M	-$25.3M	1	0.61%	Reduced
552	Johnson Investment Counsel Cincinnati, Ohio	$14.2M	-$77.7K	3	0.27%	Reduced
553	Qube Research & Technologies (QRT) London, United Kingdom	$14.2M	+$9.4M	6	0.44%	Increased
554	SCA Stillwater Capital Advisors Devon, Pennsylvania	$14.2M	+$76.7K	1	3.2%	Increased
555	DBT Dubuque Bank & Trust Dubuque, Iowa	$14M	-$1.22M	2	2.14%	Reduced
556	NIMI Natixis Investment Managers International Paris, France	$14M	-$605K	1	4.7%	Reduced
557	MI Markston International White Plains, New York	$13.8M	+$367K	2	1.44%	Increased
558	Tudor Investment Corp Stamford, Connecticut	$13.8M	+$8.85M	4	0.62%	Increased
559	Nippon Life Global Investors Americas New York	$13.7M	+$2.26M	1	0.93%	Increased
560	Atria Investments Charlotte, North Carolina	$13.7M	+$7.28M	4	0.37%	Increased
561	GJIC Gamble Jones Investment Counsel Pasadena, California	$13.7M	-$363K	2	1.07%	Reduced
562	Heard Capital LLC Chicago, Illinois	$13.7M	+$14M	1	6.44%	New
563	Avalon Investment & Advisory Houston, Texas	$13.6M	-$475K	2	0.28%	Reduced
564	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$13.6M	-$1.33M	4	1.36%	Reduced
565	SIM Sentry Investment Management Stevens Point, Wisconsin	$13.6M	+$158K	3	0.81%	Increased
566	NP NS Partners London, United Kingdom	$13.5M	+$295K	1	1.08%	Increased
567	Covington Capital Management Los Angeles, California	$13.4M	+$2.7M	3	0.71%	Increased
568	Jones Financial Companies Des Peres, Missouri	$13.4M	-$417K	1	0.03%	Reduced
569	GH GAM Holding Zurich, Switzerland	$13.3M	+$514K	3	0.63%	Increased
570	NCM Narwhal Capital Management Marietta, Georgia	$13.3M	+$830K	3	2.44%	Increased
571	RFA Reilly Financial Advisors La Mesa, California	$13.1M	-$1.71M	3	1.49%	Reduced
572	CK Cohen Klingenstein New York	$13.1M	$0	2	0.76%	Maintained
573	SSB Sandy Spring Bank Olney, Maryland	$13.1M	-$25.3K	3	0.95%	Reduced
574	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$13.1M	-$286K	6	0.65%	Reduced
575	BPB Badgley, Phelps & Bell Seattle, Washington	$13M	+$654K	1	0.68%	Increased