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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
676	FQ First Quadrant Glendale, California	$7.48M	-$1.66M	3	0.57%	Reduced
677	Close Asset Management London, United Kingdom	$7.46M	-$17.5M	2	0.63%	Reduced
678	PTC Private Trust Company Cleveland, Ohio	$7.44M	+$8.03K	2	1.55%	Increased
679	Snyder Capital Management San Francisco, California	$7.44M	-$101K	1	0.35%	Reduced
680	Cetera Advisor Networks El Segundo, California	$7.42M	-$320K	3	0.24%	Reduced
681	OI Oakbrook Investments Lisle, Illinois	$7.4M	+$6.23M	4	0.45%	Increased
682	Kentucky Retirement Systems Frankfort, Kentucky	$7.39M	-$13.2K	3	0.72%	Reduced
683	Forvis Mazars Wealth Advisors Springfield, Missouri	$7.38M	+$3.29M	1	0.61%	Increased
684	Jacobs Levy Equity Management Florham Park, New Jersey	$7.32M	+$277K	1	0.11%	Increased
685	Mercer Global Advisors Denver, Colorado	$7.26M	+$7.14M	2	0.26%	New
686	PP Palladium Partners Norfolk, Virginia	$7.24M	-$60.9K	3	0.52%	Reduced
687	SIC Starr International Company Zug, Switzerland	$7.23M	+$3.28M	2	2.88%	Increased
688	OCM Olstein Capital Management Purchase, New York	$7.22M	+$483K	1	1.19%	Increased
689	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$7.19M	+$105K	1	0.55%	Increased
690	BST Bath Savings Trust Bath, Maine	$7.19M	-$1.38M	1	1.51%	Reduced
691	WDA Wendell David Associates Portsmouth, New Hampshire	$7.15M	-$40.6K	2	1.11%	Reduced
692	Gratus Capital Atlanta, Georgia	$7.14M	+$133K	2	1.2%	Increased
693	IAS IMA Advisory Services Denver, Colorado	$7.14M	-$2.16M	3	2.77%	Reduced
694	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$7.14M	-$2.58M	7	0.47%	Reduced
695	VAS Valicenti Advisory Services Elmira, New York	$7.11M	-$491K	2	3.39%	Reduced
696	Segall Bryant & Hamill Chicago, Illinois	$7.09M	-$637K	3	0.11%	Reduced
697	Highbridge Capital Management New York	$7.09M	-$1.51M	1	0.22%	Reduced
698	Great Lakes Advisors Chicago, Illinois	$7.04M	-$260K	4	0.16%	Reduced
699	CCT Country Club Trust Kansas City, Missouri	$7.03M	-$308K	1	0.83%	Reduced
700	TVWM Tower View Wealth Management Shorewood, Wisconsin	$7.01M	+$268K	3	6.22%	Increased