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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
326	WPC Waters Parkerson & Co New Orleans, Louisiana	$20.4M	+$20.6M	1	2.97%	New
327	M&T Bank Buffalo, New York	$20.3M	+$20.6M	5	0.98%	New
328	Utah Retirement Systems Salt Lake City, Utah	$20.3M	+$20.2M	4	0.69%	New
329	Evercore Wealth Management New York	$20.3M	+$20.5M	5	1.15%	New
330	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$20M	+$20.2M	2	0.15%	New
331	People's United Financial Bridgeport, Connecticut	$19.8M	+$20M	3	1.28%	New
332	Polar Capital London, United Kingdom	$19.7M	+$19.9M	1	0.69%	New
333	CIA CCM Investment Advisers Columbia, South Carolina	$19.6M	+$19.8M	1	2.02%	New
334	B BP London, United Kingdom	$19.5M	+$19.7M	1	1.18%	New
335	Wasatch Advisors Salt Lake City, Utah	$19.4M	+$18.7M	1	0.21%	New
336	Bridgeway Capital Management Houston, Texas	$19.4M	+$19.5M	3	0.78%	New
337	Bel Air Investment Advisors Los Angeles, California	$19.2M	+$19.4M	1	2.8%	New
338	Donaldson Capital Management Evansville, Indiana	$19M	+$19.2M	1	4.3%	New
339	AR Advisory Research Chicago, Illinois	$18.6M	+$18.8M	1	0.21%	New
340	Brown Brothers Harriman & Co New York	$18.6M	+$18.5M	3	0.09%	New
341	OCG Opus Capital Group Cincinnati, Ohio	$18.4M	+$18.9M	2	1.13%	New
342	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$18.4M	+$18.6M	1	4.01%	New
343	Vaughan David Investments Peoria, Illinois	$18.4M	+$18.6M	1	1.3%	New
344	DILH Dai-ichi Life Holdings Tokyo, Japan	$18.3M	+$18.3M	3	0.64%	New
345	CIC Canal Insurance Company Greenville, South Carolina	$18.3M	+$18M	3	6.5%	New
346	Marshall Wace London, United Kingdom	$18.2M	+$18.5M	2	1.09%	New
347	Raymond James & Associates St Petersburg, Florida	$18.2M	+$18.4M	3	0.17%	New
348	R.M. Davis Inc Portland, Maine	$18.2M	+$18.4M	1	1.3%	New
349	D.A. Davidson & Co Great Falls, Montana	$18.2M	+$18.4M	5	0.88%	New
350	PP Patten & Patten Chattanooga, Tennessee	$18.1M	+$18.3M	2	2.97%	New