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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
401	Heritage Investors Management Corp Bethesda, Maryland	$18.1M	-$92.2K	1	1.56%	Reduced
402	Birch Hill Investment Advisors Boston, Massachusetts	$17.9M	+$129K	1	1.92%	Increased
403	Bridgewater Associates Westport, Connecticut	$17.9M	+$5.86M	1	0.14%	Increased
404	Mutual of America Capital Management New York	$17.9M	+$277K	5	0.44%	Increased
405	DC Deere & Company Moline, Illinois	$17.9M	+$490K	4	0.92%	Increased
406	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$17.9M	-$1.52M	1	4.27%	Reduced
407	First Citizens Bank & Trust Raleigh, North Carolina	$17.8M	-$11.8M	1	1.62%	Reduced
408	MIM Martin Investment Management Palm Beach Gardens, Florida	$17.7M	+$954K	1	3.26%	Increased
409	CEI Clark Estates Inc New York	$17.5M	-$171K	2	2.48%	Reduced
410	PP Paloma Partners Greenwich, Connecticut	$17.4M	+$5.88M	4	0.87%	Increased
411	AT Arvest Trust Bartlesville, Oklahoma	$17.4M	-$431K	1	1.73%	Reduced
412	Clifford Swan Investment Counsel Pasadena, California	$17.4M	+$62.3K	3	1.26%	Increased
413	BOK Financial Tulsa, Oklahoma	$17.4M	+$221K	5	0.58%	Increased
414	ANI American National Insurance Galveston, Texas	$17.3M	$0	2	1.12%	Maintained
415	Wilmington Trust National Association Wilmington, Delaware	$17.3M	-$353K	3	0.64%	Reduced
416	Freestone Capital Holdings Seattle, Washington	$17.3M	+$577K	3	3.06%	Increased
417	KCA KR Capital Advisors New York	$17.2M	-$1.13M	1	2.69%	Reduced
418	CC Chubb Corp Warren, New Jersey	$17.2M	$0	1	0.96%	Maintained
419	DnB Asset Management Oslo, Norway	$17.1M	+$14.3M	1	0.4%	Increased
420	Manning & Napier Advisors Fairport, New York	$16.6M	-$1.8M	2	0.07%	Reduced
421	BP Banyan Partners Palm Beach Gardens, Florida	$16.5M	-$563K	2	1.16%	Reduced
422	Janus Henderson Group London,	$16.2M	$0	3	0.16%	Maintained
423	Norinchukin Bank Tokyo, Japan	$16M	-$75.1K	3	0.43%	Reduced
424	ECM Estabrook Capital Management New York	$15.8M	-$229K	3	1.62%	Reduced
425	MWAC Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$15.6M	-$8.31K	2	2.58%	Reduced