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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	B BP London, United Kingdom	$22.6M	$0	1	1.35%	Maintained
327	Evercore Wealth Management New York	$22.6M	-$725K	6	1.3%	Reduced
328	Bel Air Investment Advisors Los Angeles, California	$22.4M	+$210K	1	3.14%	Increased
329	M&T Bank Buffalo, New York	$22.4M	-$792K	5	1.07%	Reduced
330	Donaldson Capital Management Evansville, Indiana	$22.4M	+$307K	1	4.74%	Increased
331	D.A. Davidson & Co Great Falls, Montana	$22M	+$913K	5	0.99%	Increased
332	AR Advisory Research Chicago, Illinois	$21.8M	+$230K	1	0.24%	Increased
333	Dana Investment Advisors Waukesha, Wisconsin	$21.8M	+$5.24M	2	1.56%	Increased
334	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$21.8M	-$5.68M	1	0.46%	Reduced
335	ProShare Advisors Bethesda, Maryland	$21.7M	-$11.6M	8	0.52%	Reduced
336	VCM Vision Capital Management Portland, Oregon	$21.6M	+$4.54M	1	2.56%	Increased
337	WAM World Asset Management Detroit, Michigan	$21.6M	-$2.44M	6	0.54%	Reduced
338	People's United Financial Bridgeport, Connecticut	$21.5M	-$1.43M	3	1.36%	Reduced
339	CIC Canal Insurance Company Greenville, South Carolina	$21.3M	+$3.47M	3	7.08%	Increased
340	Vaughan David Investments Peoria, Illinois	$21.3M	-$68.2K	1	1.48%	Reduced
341	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$21.3M	-$86.8K	1	4.4%	Reduced
342	R.M. Davis Inc Portland, Maine	$21.2M	+$131K	1	1.43%	Increased
343	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$21.2M	+$662K	2	2.59%	Increased
344	SL Summitry LLC Foster City, California	$21.2M	+$11.8M	2	3.21%	Increased
345	Edge Asset Management Seattle, Washington	$21.1M	+$62K	2	0.25%	Increased
346	DILH Dai-ichi Life Holdings Tokyo, Japan	$21M	-$241K	3	0.74%	Reduced
347	Capital International Los Angeles, California	$21M	-$3.52M	1	1.38%	Reduced
348	Bank of Nova Scotia Toronto, Ontario, Canada	$20.9M	+$2.22M	3	0.11%	Increased
349	Oregon Public Employees Retirement Fund Tigard, Oregon	$20.8M	+$28.5K	5	0.84%	Increased
350	TA Teton Advisors Rye, New York	$20.7M	+$30.2K	2	1.6%	Increased