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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	Virginia Retirement Systems Richmond, Virginia	$18.4M	-$23.8M	4	0.28%	Reduced
352	Advisors Asset Management Monument, Colorado	$18.4M	+$5.1M	6	0.29%	Increased
353	People's United Financial Bridgeport, Connecticut	$18.3M	-$1.36M	4	1.04%	Reduced
354	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$18.2M	+$18.4M	1	1.65%	Increased
355	FMW Farr Miller & Washington Washington, District of Columbia	$18.2M	-$142K	1	2.34%	Reduced
356	CIC Canal Insurance Company Greenville, South Carolina	$18.1M	$0	3	6.86%	Maintained
357	DILH Dai-ichi Life Holdings Tokyo, Japan	$18.1M	+$966K	3	0.56%	Increased
358	Brown Brothers Harriman & Co New York	$18M	-$161K	5	0.09%	Reduced
359	CC Curian Capital Denver, Colorado	$17.9M	-$10.6M	4	0.48%	Reduced
360	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$17.8M	-$48.3K	2	2.05%	Reduced
361	Ninety One (UK) London, United Kingdom	$17.6M	-$116M	1	0.11%	Reduced
362	Clifford Swan Investment Counsel Pasadena, California	$17.6M	+$213K	3	1.26%	Increased
363	RegentAtlantic Capital Morristown, New Jersey	$17.5M	-$1.02M	2	1.69%	Reduced
364	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$17.4M	+$176K	2	1.3%	Increased
365	ANI American National Insurance Galveston, Texas	$17.4M	$0	2	1.11%	Maintained
366	Ingalls & Snyder LLC New York	$17.3M	-$431K	1	1.13%	Reduced
367	Baird Financial Group Milwaukee, Wisconsin	$17.3M	+$1.45M	4	0.18%	Increased
368	LI LMCG Investments Boston, Massachusetts	$17.1M	+$10.9M	2	0.37%	Increased
369	MSA Mason Street Advisors Milwaukee, Wisconsin	$17M	-$21.2K	7	0.57%	Reduced
370	Meag Munich Ergo Munich, Germany	$16.9M	+$14.3M	2	0.9%	Increased
371	Mariner Overland Park, Kansas	$16.8M	-$305K	3	0.75%	Reduced
372	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$16.8M	+$3.57M	1	4.17%	Increased
373	MSL Mackay Shields LLC New York	$16.8M	+$18.4M	1	0.87%	New
374	Silvercrest Asset Management New York	$16.7M	-$930K	2	0.25%	Reduced
375	Donaldson Capital Management Evansville, Indiana	$16.6M	-$728K	1	2.48%	Reduced