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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
376	RCM Riverhead Capital Management Wilmington, Delaware	$16.1M	+$15.9M	2	0.53%	New
377	CIBC Asset Management Toronto, Ontario, Canada	$16.1M	+$16M	3	0.11%	New
378	PP PDT Partners New York	$16M	+$16.2M	3	0.39%	New
379	Bank of Nova Scotia Toronto, Ontario, Canada	$15.9M	+$16M	3	0.08%	New
380	LIA LS Investment Advisors Bloomfield Hills, Michigan	$15.7M	+$15.8M	3	2.02%	New
381	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$15.7M	+$15.9M	2	1.38%	New
382	Virginia Retirement Systems Richmond, Virginia	$15.6M	+$15.3M	4	0.29%	New
383	Ingalls & Snyder LLC New York	$15.5M	+$15.7M	1	0.99%	New
384	Natixis Advisors Boston, Massachusetts	$15.5M	+$15.3M	4	0.31%	New
385	Heritage Investors Management Corp Bethesda, Maryland	$15.3M	+$15.5M	1	1.51%	New
386	DCM Dupont Capital Management Wilmington, Delaware	$15M	+$14.2M	2	0.28%	New
387	Luther King Capital Management (LKCM) Fort Worth, Texas	$14.8M	+$14.6M	4	0.14%	New
388	Scotia Capital Toronto, Ontario, Canada	$14.7M	+$14.9M	1	0.57%	New
389	AT Arvest Trust Bartlesville, Oklahoma	$14.7M	+$14.8M	1	1.68%	New
390	VCM Vision Capital Management Portland, Oregon	$14.6M	+$14.8M	1	2.34%	New
391	Birch Hill Investment Advisors Boston, Massachusetts	$14.6M	+$14.7M	1	1.83%	New
392	Manning & Napier Advisors Fairport, New York	$14.6M	+$14.5M	2	0.08%	New
393	RHI Richmond Hill Investments New York	$14.5M	+$12.5M	1	8.47%	New
394	WB Webster Bank Waterbury, Connecticut	$14.5M	+$14.6M	2	1.83%	New
395	KCA KR Capital Advisors New York	$14.3M	+$14.5M	1	2.6%	New
396	Zurich Cantonal Bank Zurich, Switzerland	$14.3M	+$14.3M	3	0.5%	New
397	Placemark Investments Chicago, Illinois	$14.3M	+$14.4M	4	0.31%	New
398	WC Wynnefield Capital New York	$14.3M	+$12.5M	1	5.36%	New
399	Wilmington Trust National Association Wilmington, Delaware	$14.2M	+$14.3M	3	0.62%	New
400	Dana Investment Advisors Waukesha, Wisconsin	$14.1M	+$14.3M	2	1.07%	New