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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
301	Fiduciary Trust Boston, Massachusetts	$33.3M	+$452K	3	0.87%	Increased
302	Tocqueville Asset Management New York	$33.1M	+$4.39M	3	0.43%	Increased
303	SFM Systematic Financial Management Teaneck, New Jersey	$33.1M	-$2.21M	4	1.29%	Reduced
304	HC Henshaw Capital Woburn, Massachusetts	$32.9M	+$42.1K	3	2.8%	Increased
305	Klingenstein Fields & Co New York	$32.4M	-$208K	1	1.68%	Reduced
306	KBC Group Brussels, Belgium	$32.3M	-$4.3M	3	0.25%	Reduced
307	Kornitzer Capital Management Shawnee Mission, Kansas	$32.1M	+$983K	3	0.57%	Increased
308	CIC Canal Insurance Company Greenville, South Carolina	$31.9M	+$2.66M	4	10.5%	Increased
309	MUFG Americas New York	$31.5M	-$1.88M	3	0.88%	Reduced
310	MN Services Vermogensbeheer The Hague, Netherlands	$31.2M	-$209K	3	0.37%	Reduced
311	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$31M	$0	1	1.96%	Maintained
312	Advisor Group Phoenix, Arizona	$31M	+$938K	9	0.24%	Increased
313	GGHC Gilder Gagnon Howe & Co New York	$30.9M	+$4.26M	1	0.31%	Increased
314	Eastern Bank Boston, Massachusetts	$30.7M	+$742K	2	1.96%	Increased
315	MNBTD Moody National Bank Trust Division Galveston, Texas	$30.5M	-$28.4K	2	0.87%	Reduced
316	DK Darrell & King Charlottesville, Virginia	$30.5M	-$1.44M	1	6.03%	Reduced
317	Advisors Asset Management Monument, Colorado	$30.4M	-$2.62M	5	0.54%	Reduced
318	IA Icon Advisers Greenwood Village, Colorado	$30.4M	+$26.3M	2	2.86%	Increased
319	Winton Group London, United Kingdom	$30M	-$5.48M	5	0.58%	Reduced
320	NC Nitorum Capital New York	$30M	-$9.32M	1	1.7%	Reduced
321	Clifford Swan Investment Counsel Pasadena, California	$29.9M	+$104K	3	1.57%	Increased
322	NPA Nichols & Pratt Advisers Boston, Massachusetts	$29.9M	+$23.9K	1	2.46%	Increased
323	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$29.5M	+$183K	1	5.49%	Increased
324	Markel Group Glen Allen, Virginia	$29.2M	$0	1	0.45%	Maintained
325	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$29M	+$859K	3	1.26%	Increased