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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	Old National Bancorp Evansville, Indiana	$19.2M	-$944K	4	1.1%	Reduced
352	B BP London, United Kingdom	$19.1M	-$2.82M	3	0.74%	Reduced
353	VanEck Associates New York	$19.1M	+$849K	2	0.09%	Increased
354	BOK Financial Tulsa, Oklahoma	$18.9M	-$2.15M	5	0.62%	Reduced
355	MIS Morningstar Investment Services Chicago, Illinois	$18.8M	+$7.68M	1	0.54%	Increased
356	DP Dearborn Partners Chicago, Illinois	$18.7M	+$2.88M	1	1.58%	Increased
357	LIA LS Investment Advisors Bloomfield Hills, Michigan	$18.6M	-$179K	6	1.36%	Reduced
358	QIM Quantitative Investment Management Charlottesville, Virginia	$18.4M	+$5.41M	3	0.61%	Increased
359	SCM SKBA Capital Management San Francisco, California	$18.3M	-$3.56M	1	2.05%	Reduced
360	Crossmark Global Holdings Houston, Texas	$18.3M	+$14.9M	5	0.47%	New
361	CG Clinton Group New York	$18.1M	-$3.16M	4	0.85%	Reduced
362	LIC Lodestar Investment Counsel Chicago, Illinois	$17.9M	+$179K	1	2.46%	Increased
363	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$17.8M	-$475K	3	0.8%	Reduced
364	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$17.8M	+$8.3M	2	3.43%	Increased
365	Första AP-fonden Stockholm, Sweden	$17.7M	-$72.7M	1	0.49%	Reduced
366	TIP Torray Investment Partners Bethesda, Maryland	$17.6M	-$14.2M	1	1.93%	Reduced
367	EULAV Asset Management Sarasota, Florida	$17.2M	+$455K	2	0.91%	Increased
368	AWCI Alpine Woods Capital Investors Purchase, New York	$17M	-$5.12M	3	0.94%	Reduced
369	Wilmington Savings Fund Society Wilmington, Delaware	$16.9M	-$201K	1	1.07%	Reduced
370	Winton Group London, United Kingdom	$16.8M	+$1.01M	1	0.29%	Increased
371	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$16.7M	-$55.3K	1	1.39%	Reduced
372	CP Cumberland Partners Toronto, Ontario, Canada	$16.6M	-$429K	1	2.33%	Reduced
373	MWAC Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$16.6M	+$457K	3	1.41%	Increased
374	RegentAtlantic Capital Morristown, New Jersey	$16.6M	-$1.05M	2	1.71%	Reduced
375	Birch Hill Investment Advisors Boston, Massachusetts	$16.5M	-$1.36M	1	1.53%	Reduced