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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
601	SCCM Schafer Cullen Capital Management New York	$8.35M	+$471K	2	0.08%	Increased
602	SMM Stadion Money Management Watkinsville, Georgia	$8.33M	+$467K	2	0.26%	Increased
603	AAM Ardevora Asset Management London, United Kingdom	$8.3M	-$1.13M	1	1.57%	Reduced
604	BOIA Bush ODonnell Investment Advisors St Louis, Missouri	$8.25M	-$927K	1	4.9%	Reduced
605	First Merchants Corp Muncie, Indiana	$8.25M	-$54.2K	2	2.55%	Reduced
606	CIM Corda Investment Management Houston, Texas	$8.25M	-$170K	1	1.52%	Reduced
607	CAM Cypress Asset Management Houston, Texas	$8.23M	+$28.8K	1	1.54%	Increased
608	Creative Planning Overland Park, Kansas	$8.14M	-$223K	8	0.08%	Reduced
609	OA Oak Associates Akron, Ohio	$8.1M	$0	1	0.97%	Maintained
610	Central Trust Company Jefferson City, Missouri	$8.09M	+$113K	5	0.65%	Increased
611	DA Denali Advisors San Diego, California	$8.06M	+$3.52M	2	1.85%	Increased
612	Profund Advisors Bethesda, Maryland	$8.06M	+$1.27M	6	0.31%	Increased
613	SCP Scoria Capital Partners Stamford, Connecticut	$8.05M	+$7.99M	1	2.27%	New
614	PFM Parsec Financial Management Asheville, North Carolina	$8.04M	+$873K	1	0.81%	Increased
615	Harvard Management Company Boston, Massachusetts	$8.01M	+$8.11M	1	1.23%	New
616	BSPF British Steel Pension Fund London, United Kingdom	$7.99M	-$1.12M	2	0.77%	Reduced
617	OPCM Osborne Partners Capital Management San Francisco, California	$7.92M	-$2M	1	1.04%	Reduced
618	NRS Neville Rodie & Shaw New York	$7.85M	-$258K	1	0.82%	Reduced
619	WIC Water Island Capital New York	$7.84M	+$7.26M	1	0.29%	New
620	Ferguson Wellman Capital Management Portland, Oregon	$7.83M	-$446K	1	0.32%	Reduced
621	DY Dowling & Yahnke San Diego, California	$7.83M	-$157K	2	0.98%	Reduced
622	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$7.75M	+$13.3K	1	1.51%	Increased
623	Associated Banc-Corp Green Bay, Wisconsin	$7.73M	+$113K	1	0.49%	Increased
624	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$7.71M	+$2.27M	1	2.02%	Increased
625	GS GAM Systematic Cambridge, United Kingdom	$7.68M	+$3.7M	3	1.06%	Increased