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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	Clifford Swan Investment Counsel Pasadena, California	$20.8M	-$7.1K	3	1.44%	Reduced
352	Asset Management One Tokyo, Japan	$20.8M	-$742K	4	0.31%	Reduced
353	PineBridge Investments New York	$20.7M	+$10.1M	4	1.06%	Increased
354	PCM Proxima Capital Management New York	$20.7M	-$6.68M	1	8.12%	Reduced
355	CF Cypress Funds Los Angeles, California	$20.7M	-$1.05M	1	4.88%	Reduced
356	Old National Bancorp Evansville, Indiana	$20.6M	-$1.07M	4	1.17%	Reduced
357	WI Wafra Inc New York	$20.6M	$0	1	2.51%	Maintained
358	SI Sprott Inc Toronto, Ontario, Canada	$20.5M	-$18.4M	1	1.06%	Reduced
359	Carnegie Investment Counsel Pepper Pike, Ohio	$20.5M	-$213K	2	2.89%	Reduced
360	AWCI Alpine Woods Capital Investors Purchase, New York	$20.5M	-$760K	3	1.22%	Reduced
361	Silvercrest Asset Management New York	$20.4M	+$163K	2	0.26%	Increased
362	Huntington National Bank Columbus, Ohio	$20.3M	-$7.44M	5	0.51%	Reduced
363	Ferguson Wellman Capital Management Portland, Oregon	$20.3M	+$91.8K	1	0.85%	Increased
364	Heritage Investors Management Corp Bethesda, Maryland	$20.2M	+$175K	2	1.53%	Increased
365	Nicholas Company Milwaukee, Wisconsin	$20.1M	+$2.16M	1	0.41%	Increased
366	Scotia Capital Toronto, Ontario, Canada	$20.1M	-$2.16M	2	0.41%	Reduced
367	SCM SKBA Capital Management San Francisco, California	$20.1M	+$4.04M	1	1.96%	Increased
368	DnB Asset Management Oslo, Norway	$20M	+$3.78M	2	0.42%	Increased
369	1832 Asset Management Toronto, Ontario, Canada	$19.6M	+$50.5K	2	0.08%	Increased
370	Candriam SCA Strassen, Luxembourg, Luxembourg	$19.5M	+$11.9M	2	0.51%	Increased
371	SH SeaTown Holdings Singapore	$19.5M	+$19.3M	1	6.02%	New
372	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$19.5M	-$21.4M	4	0.08%	Reduced
373	BlueCrest Capital Management St Helier, Jersey	$19M	+$403K	4	0.79%	Increased
374	Oppenheimer & Co New York	$19M	+$2.22M	5	0.57%	Increased
375	LIA LS Investment Advisors Bloomfield Hills, Michigan	$19M	+$70.7K	6	1.31%	Increased