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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
426	ZCM Ziegler Capital Management Chicago, Illinois	$12.5M	+$12M	4	1.33%	New
427	CC Chubb Corp Warren, New Jersey	$12.4M	+$11.7M	1	0.68%	New
428	WesBanco Bank Wheeling, West Virginia	$12.3M	+$12.5M	1	0.81%	New
429	TCM Tufton Capital Management Hunt Valley, Maryland	$12.3M	+$12.5M	2	2.95%	New
430	BAC Boys Arnold & Co Asheville, North Carolina	$12.2M	+$12.3M	1	2.64%	New
431	Bessemer Group Woodbridge, New Jersey	$12.1M	+$12.1M	5	0.11%	New
432	Segall Bryant & Hamill Chicago, Illinois	$12M	+$12.3M	2	0.32%	New
433	F&C Asset Management Edinburgh, Scotland, United Kingdom	$12M	+$11.8M	3	0.16%	New
434	LPL Financial San Diego, California	$11.9M	+$11.9M	5	0.09%	New
435	NB NBT Bank Norwich, New York	$11.9M	+$12M	1	1.78%	New
436	Freestone Capital Holdings Seattle, Washington	$11.9M	+$11.2M	3	2.43%	New
437	Flossbach Von Storch Cologne, Germany	$11.7M	+$11.8M	1	0.35%	New
438	Douglas C. Lane & Associates New York	$11.7M	+$11.8M	1	0.46%	New
439	NAM North American Management Boston, Massachusetts	$11.6M	+$11.8M	1	2.3%	New
440	Welch Group Birmingham, Alabama	$11.6M	+$11.7M	2	3.01%	New
441	KMC Kirr Marbach & Co Columbus, Indiana	$11.6M	+$11.9M	1	2.47%	New
442	CAM ClariVest Asset Management San Diego, California	$11.5M	+$10.8M	1	0.52%	New
443	BOTW Bank of the West Monterey Park, California	$11.4M	+$11.5M	2	2.14%	New
444	AAM Archipel Asset Management Stockholm, Sweden	$11.3M	+$11M	1	2.33%	New
445	FBA Front Barnett Associates Chicago, Illinois	$11.3M	+$11.4M	1	2.6%	New
446	Barings Charlotte, North Carolina	$11.2M	+$11M	3	0.5%	New
447	CL Croft-Leominster Baltimore, Maryland	$11.1M	+$11.2M	2	1.63%	New
448	KCM Kanawha Capital Management Richmond, Virginia	$11.1M	+$11.2M	1	2.44%	New
449	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$11.1M	+$10.7M	1	0.73%	New
450	MI Markston International White Plains, New York	$11.1M	+$10.4M	3	0.72%	New