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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
351	Ingalls & Snyder LLC New York	$22M	+$235K	1	1.22%	Increased
352	GE General Electric Evendale, Ohio	$21.9M	$0	1	0.05%	Maintained
353	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$21.6M	+$62.3K	2	2.32%	Increased
354	TU TDAM USA Toronto, Ontario, Canada	$21.6M	-$1.76M	1	0.98%	Reduced
355	Donaldson Capital Management Evansville, Indiana	$21.6M	+$98.5K	1	3.07%	Increased
356	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$21.4M	+$1.56M	1	1.5%	Increased
357	PineBridge Investments New York	$21.4M	+$3.93M	5	0.85%	Increased
358	EULAV Asset Management Sarasota, Florida	$21.3M	-$2.42M	2	1.12%	Reduced
359	Mariner Overland Park, Kansas	$21.1M	+$18M	3	0.98%	Increased
360	Hancock Whitney Gulfport, Mississippi	$21.1M	$0	2	0.81%	Maintained
361	WAM Winslow Asset Management Beachwood, Ohio	$21M	+$118K	1	3.62%	Increased
362	SG Americas Securities New York	$20.9M	-$32M	6	0.14%	Reduced
363	Brown Brothers Harriman & Co New York	$20.7M	-$231K	5	0.1%	Reduced
364	City National Bank Beverly Hills, Delaware	$20.7M	-$7.59M	4	0.17%	Reduced
365	Candriam SCA Strassen, Luxembourg, Luxembourg	$20.6M	-$12.5M	2	0.43%	Reduced
366	Freestone Capital Holdings Seattle, Washington	$20.5M	-$1.09M	3	3.26%	Reduced
367	Clifford Swan Investment Counsel Pasadena, California	$20.4M	+$357K	3	1.37%	Increased
368	Silvercrest Asset Management New York	$20.4M	+$4.46M	2	0.27%	Increased
369	MIM Martin Investment Management Palm Beach Gardens, Florida	$20.3M	+$576K	1	2.91%	Increased
370	SIC Schwartz Investment Counsel Plymouth, Michigan	$20.2M	-$8.09M	1	1.38%	Reduced
371	Dana Investment Advisors Waukesha, Wisconsin	$20.2M	-$3.01M	2	0.95%	Reduced
372	CIC Canal Insurance Company Greenville, South Carolina	$20.1M	$0	3	6.83%	Maintained
373	Kennedy Capital Management St Louis, Missouri	$20M	+$1.07M	1	0.36%	Increased
374	MSA Mason Street Advisors Milwaukee, Wisconsin	$20M	+$149K	7	0.61%	Increased
375	abrdn Investment Management Edinburgh, United Kingdom	$20M	+$270K	2	0.08%	Increased