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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
626	PP Palladium Partners Norfolk, Virginia	$11.4M	+$2.52M	3	0.74%	Increased
627	Waverton Investment Management London, United Kingdom	$11.4M	+$5.09M	1	0.59%	Increased
628	SCA Snowden Capital Advisors New York	$11.4M	+$670K	4	1.01%	Increased
629	VCP Verus Capital Partners Scottsdale, Arizona	$11.4M	+$11.7M	4	3.73%	New
630	PPCM Pillar Pacific Capital Management Pacifica, California	$11.3M	+$721K	3	1.16%	Increased
631	Churchill Management Los Angeles, California	$11.3M	+$344K	1	0.21%	Increased
632	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$11.2M	+$255K	2	2.63%	Increased
633	CGM Centenus Global Management New York	$11.2M	+$11.1M	2	1.53%	New
634	Associated Banc-Corp Green Bay, Wisconsin	$11.1M	+$366K	2	0.55%	Increased
635	Nikko Asset Management Americas New York	$11.1M	-$726K	4	0.17%	Reduced
636	ARTA A.R.T. Advisors New York	$11.1M	-$1.18M	5	0.55%	Reduced
637	LCM Lionstone Capital Management New York	$11M	$0	1	5.27%	Maintained
638	WI Wafra Inc New York	$11M	-$6.51M	1	0.68%	Reduced
639	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$11M	-$463K	2	0.65%	Reduced
640	LSA L & S Advisors Los Angeles, California	$10.9M	+$7.34M	2	1.4%	Increased
641	SLG Stanley-Laman Group Berwyn, Pennsylvania	$10.9M	-$475K	3	2.57%	Reduced
642	First Horizon Advisors Memphis, Tennessee	$10.9M	-$113K	5	0.8%	Reduced
643	ATC Argent Trust Co Nashville, Tennessee	$10.8M	+$85.6K	3	0.96%	Increased
644	GECH Garnet Equity Capital Holdings New York	$10.8M	$0	1	3.84%	Maintained
645	TCM Twin Capital Management Mcmurray, Pennsylvania	$10.8M	-$1.9M	2	0.91%	Reduced
646	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$10.8M	-$26.5K	2	1.14%	Reduced
647	AL Arnhold LLC New York	$10.7M	-$98K	1	1.68%	Reduced
648	Artemis Investment Management Edinburgh, United Kingdom	$10.6M	+$10.9M	1	0.13%	New
649	TFM TPI Fund Managers London, United Kingdom	$10.5M	+$986K	1	2.54%	Increased
650	DY Dowling & Yahnke San Diego, California	$10.5M	-$408K	2	0.81%	Reduced