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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	$22.3M	+$109K	1	2.14%	Increased
327	DILH Dai-ichi Life Holdings Tokyo, Japan	$22M	+$1.78M	3	0.69%	Increased
328	Huntington National Bank Columbus, Ohio	$21.9M	-$3.88M	4	0.56%	Reduced
329	SL Summitry LLC Foster City, California	$21.9M	+$12M	1	2.31%	Increased
330	AWCI Alpine Woods Capital Investors Purchase, New York	$21.8M	+$10.2M	4	1.17%	Increased
331	BPIM Brant Point Investment Management New York	$21.7M	+$3.95M	2	2.47%	Increased
332	Mitsubishi UFJ Asset Management Tokyo, Japan	$21.5M	+$741K	3	0.62%	Increased
333	RIG Roosevelt Investment Group New York	$21.3M	+$20.2M	2	1.4%	Increased
334	NAM North American Management Boston, Massachusetts	$21.1M	+$760K	1	3.39%	Increased
335	Hancock Whitney Gulfport, Mississippi	$20.8M	-$2.1M	2	0.87%	Reduced
336	Vaughan David Investments Peoria, Illinois	$20.6M	+$327K	1	1.24%	Increased
337	Ingalls & Snyder LLC New York	$20.5M	+$1.87M	1	1.31%	Increased
338	Ninety One (UK) London, United Kingdom	$20.5M	-$475K	1	0.12%	Reduced
339	Kennedy Capital Management St Louis, Missouri	$19.8M	+$5.24M	2	0.4%	Increased
340	FMW Farr Miller & Washington Washington, District of Columbia	$19.8M	+$96.2K	1	2.34%	Increased
341	CIC Canal Insurance Company Greenville, South Carolina	$19.7M	-$572K	3	7.25%	Reduced
342	Fort Washington Investment Advisors Cincinnati, Ohio	$19.7M	-$653K	2	0.4%	Reduced
343	Silvercrest Asset Management New York	$19.6M	+$1.26M	2	0.27%	Increased
344	Baird Financial Group Milwaukee, Wisconsin	$19.6M	+$865K	4	0.2%	Increased
345	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$19.4M	-$75.8K	2	2.18%	Reduced
346	MSA Mason Street Advisors Milwaukee, Wisconsin	$19.3M	+$709K	7	0.6%	Increased
347	WI Wafra Inc New York	$19.3M	-$2.11M	1	2.24%	Reduced
348	Asset Management One Tokyo, Japan	$19.3M	-$3.41M	5	0.29%	Reduced
349	ANI American National Insurance Galveston, Texas	$19.2M	$0	2	1.14%	Maintained
350	Ferguson Wellman Capital Management Portland, Oregon	$19.2M	+$13.5M	1	0.79%	Increased