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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	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$17.9M	-$429K	1	1.4%	Reduced
377	BOK Financial Tulsa, Oklahoma	$17.8M	-$289K	5	0.55%	Reduced
378	MAA Matrix Asset Advisors White Plains, New York	$17.6M	-$444K	1	3.08%	Reduced
379	CC Cadinha & Co Honolulu, Hawaii	$17.5M	+$886K	2	3.46%	Increased
380	CAM Capstone Asset Management Houston, Texas	$17.5M	-$1.92M	5	0.49%	Reduced
381	Advisor Group Phoenix, Arizona	$17.4M	-$456K	9	0.35%	Reduced
382	RegentAtlantic Capital Morristown, New Jersey	$17.3M	-$163K	2	1.61%	Reduced
383	MAM Mastrapasqua Asset Management Nashville, Tennessee	$17.2M	+$7.48K	3	3.83%	Increased
384	CDH Charles D. Hyman	$17.1M	+$1.08M	3	2.27%	Increased
385	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$17.1M	+$332K	2	0.2%	Increased
386	CP Cumberland Partners Toronto, Ontario, Canada	$17.1M	-$364K	1	2.5%	Reduced
387	DCM Dupont Capital Management Wilmington, Delaware	$17M	+$876K	3	0.38%	Increased
388	Eagle Asset Management St Petersburg, Florida	$16.9M	-$2.18M	4	0.11%	Reduced
389	Birch Hill Investment Advisors Boston, Massachusetts	$16.8M	-$975K	1	1.44%	Reduced
390	People's United Financial Bridgeport, Connecticut	$16.8M	-$62.8K	3	0.59%	Reduced
391	Welch Group Birmingham, Alabama	$16.7M	+$115K	2	3.15%	Increased
392	Andra AP-fonden Goteborg, Sweden	$16.7M	-$233K	3	0.39%	Reduced
393	Sterling Capital Management Charlotte, North Carolina	$16.6M	-$3.93M	2	0.16%	Reduced
394	CA Cullinan Associates Louisville, Kentucky	$16.5M	+$2.85M	4	1.35%	Increased
395	Tocqueville Asset Management New York	$16.5M	-$597K	2	0.2%	Reduced
396	CIM Corda Investment Management Houston, Texas	$16.4M	-$410K	1	2.46%	Reduced
397	Jefferies Group New York	$16.3M	+$3.54M	6	0.12%	Increased
398	Candriam SCA Strassen, Luxembourg, Luxembourg	$16.3M	-$11.9M	2	0.32%	Reduced
399	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$16.1M	-$509K	4	0.18%	Reduced
400	Emerald Advisers Leola, Pennsylvania	$16M	+$5.6M	1	0.66%	Increased