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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	Martingale Asset Management Boston, Massachusetts	$23.1M	-$6.69M	3	0.72%	Reduced
327	Conning Inc Hartford, Connecticut	$23M	+$2.09M	3	1.2%	Increased
328	First Citizens Bank & Trust Raleigh, North Carolina	$22.6M	+$1.35M	1	1.86%	Increased
329	SIC Schwartz Investment Counsel Plymouth, Michigan	$22.4M	+$5.34M	1	1.6%	Increased
330	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$22.3M	+$1.73M	3	2.63%	Increased
331	GE General Electric Evendale, Ohio	$22.2M	$0	1	0.06%	Maintained
332	Todd Asset Management Louisville, Kentucky	$22.2M	-$6.63M	1	0.63%	Reduced
333	Bridgewater Associates Westport, Connecticut	$22.1M	+$11.1M	1	0.17%	Increased
334	DILH Dai-ichi Life Holdings Tokyo, Japan	$21.8M	+$5.11K	3	0.65%	Increased
335	TU TDAM USA Toronto, Ontario, Canada	$21.7M	-$1.76M	1	0.94%	Reduced
336	Natixis Advisors Boston, Massachusetts	$21.7M	-$2.55M	3	0.44%	Reduced
337	PP PDT Partners New York	$21.5M	+$12.7M	5	0.55%	Increased
338	Allstate Corporation Northbrook, Illinois	$21.5M	-$17.7M	3	0.98%	Reduced
339	Freestone Capital Holdings Seattle, Washington	$21.3M	-$779K	2	3.69%	Reduced
340	Huntington National Bank Columbus, Ohio	$21.2M	-$3.71M	4	0.43%	Reduced
341	Williams Jones & Associates New York	$21.1M	+$18M	1	0.96%	Increased
342	QS Investors New York	$20.9M	-$2.92M	3	0.56%	Reduced
343	MCC Mid Continent Capital Chicago, Illinois	$20.9M	-$406K	1	1.21%	Reduced
344	Vaughan David Investments Peoria, Illinois	$20.9M	+$100K	1	1.27%	Increased
345	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$20.8M	-$3.92M	3	1.43%	Reduced
346	QS Batterymarch Financial Management New York	$20.6M	+$7.57K	4	0.55%	Increased
347	FMW Farr Miller & Washington Washington, District of Columbia	$20.5M	+$233K	1	2.67%	Increased
348	NAM North American Management Boston, Massachusetts	$20.4M	+$4.24M	1	3.18%	Increased
349	Brown Brothers Harriman & Co New York	$20.2M	-$425K	5	0.08%	Reduced
350	MFP Michael F. Price	$19.8M	+$1.82M	2	2.47%	Increased