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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	NPA Nichols & Pratt Advisers Boston, Massachusetts	$26.2M	-$42.2K	1	2.37%	Reduced
327	AEGON Asset Management (UK) Edinburgh, United Kingdom	$26.1M	-$2.43M	2	3%	Reduced
328	Edge Asset Management Seattle, Washington	$26M	-$3.44M	2	0.28%	Reduced
329	Select Equity Group New York	$25.9M	+$5.05M	1	0.28%	Increased
330	Donaldson Capital Management Evansville, Indiana	$25.8M	+$1.15M	1	4.67%	Increased
331	WPC Waters Parkerson & Co New Orleans, Louisiana	$25.7M	-$184K	1	3.18%	Reduced
332	GE General Electric Evendale, Ohio	$25.6M	$0	1	0.12%	Maintained
333	Bank of Nova Scotia Toronto, Ontario, Canada	$25.6M	-$41.3M	2	0.11%	Reduced
334	CPM Chesapeake Partners Management Baltimore, Maryland	$25.5M	+$6.23M	1	0.99%	Increased
335	QS Batterymarch Financial Management New York	$25.1M	+$3.19M	4	0.52%	Increased
336	R.M. Davis Inc Portland, Maine	$24.9M	+$1.1M	1	1.51%	Increased
337	WC Walthausen & Co Malta, New York	$24.9M	-$1.1M	1	1.99%	Reduced
338	CIA CCM Investment Advisers Columbia, South Carolina	$24.8M	-$33.1K	1	2.46%	Reduced
339	M&T Bank Buffalo, New York	$24.7M	-$547K	5	1.03%	Reduced
340	DILH Dai-ichi Life Holdings Tokyo, Japan	$24.6M	-$2.67M	3	0.78%	Reduced
341	Commonwealth Equity Services Waltham, Massachusetts	$24.4M	+$1.13M	5	0.34%	Increased
342	Natixis Advisors Boston, Massachusetts	$24.3M	+$1.56M	5	0.37%	Increased
343	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$24.3M	+$1.31M	3	1.77%	Increased
344	Nomura Holdings Tokyo, Japan	$24.1M	+$11.3M	4	0.01%	Increased
345	NG NatWest Group Edinburgh, Scotland, United Kingdom	$24M	-$9.76M	3	1.06%	Reduced
346	WM WS Management Jacksonville, Florida	$23.9M	$0	1	0.76%	Maintained
347	SAM Scopus Asset Management New York	$23.8M	+$23.2M	1	0.64%	New
348	B BP London, United Kingdom	$23.6M	+$3.63M	2	0.79%	Increased
349	TA Teton Advisors Rye, New York	$23.5M	$0	2	1.59%	Maintained
350	MCC Mid Continent Capital Chicago, Illinois	$23.5M	+$118K	1	1.41%	Increased