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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	NB NBT Bank Norwich, New York	$9.76M	+$183K	1	1.54%	Increased
677	Mercer Global Advisors Denver, Colorado	$9.72M	-$20.8K	3	0.19%	Reduced
678	Hardman Johnston Global Advisors Stamford, Connecticut	$9.66M	-$745K	1	0.39%	Reduced
679	RMC Resources Management Corp West Hartford, Connecticut	$9.62M	-$3.63K	2	1.67%	Reduced
680	Quantbot Technologies New York	$9.61M	+$2.34M	4	0.95%	Increased
681	Thompson Siegel & Walmsley Richmond, Virginia	$9.59M	+$6.36K	5	0.15%	Increased
682	Bragg Financial Advisors Charlotte, North Carolina	$9.58M	+$132K	1	1.07%	Increased
683	Congress Asset Management Boston, Massachusetts	$9.57M	-$58M	3	0.12%	Reduced
684	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$9.57M	-$153K	5	0.13%	Reduced
685	Acadian Asset Management Boston, Massachusetts	$9.54M	-$3.1M	5	0.04%	Reduced
686	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$9.52M	+$806K	2	2.24%	Increased
687	Comgest Global Investors Paris, France	$9.51M	+$721K	1	0.17%	Increased
688	Close Asset Management London, United Kingdom	$9.46M	+$10.1K	1	0.74%	Increased
689	AHB Abner Herrman & Brock Jersey City, New Jersey	$9.45M	+$3.46M	3	1.41%	Increased
690	RSVP Ramsay Stattman Vela & Price Colorado Springs, Colorado	$9.4M	+$15.7K	1	3.01%	Increased
691	Capstone Investment Advisors New York	$9.4M	+$8.28M	3	0.05%	Increased
692	DAM Deltec Asset Management New York	$9.34M	+$8.87M	1	1.89%	Increased
693	ETrade Capital Management Arlington, Virginia	$9.28M	+$456K	3	0.21%	Increased
694	Hudson Bay Capital Management Stamford, Connecticut	$9.18M	-$554K	2	0.2%	Reduced
695	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$9.15M	+$5.91M	2	1.24%	Increased
696	SCCM Schafer Cullen Capital Management New York	$9.15M	-$534K	2	0.11%	Reduced
697	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$9.15M	-$816K	7	0.3%	Reduced
698	AP Advisor Partners Walnut Creek, California	$9.13M	+$1.17M	3	0.94%	Increased
699	CP Cumberland Partners Toronto, Ontario, Canada	$9.05M	+$169K	1	0.8%	Increased
700	Segall Bryant & Hamill Chicago, Illinois	$9.04M	-$828K	3	0.14%	Reduced