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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	CC Chubb Corp Warren, New Jersey	$14.3M	$0	1	0.79%	Maintained
427	ST Sabal Trust St. Petersburg, Florida	$14.2M	-$434K	1	2.21%	Reduced
428	Employees Provident Fund Board Shah Alam, Malaysia	$14.2M	+$13.7M	1	0.51%	New
429	Freestone Capital Holdings Seattle, Washington	$13.8M	+$350K	2	2.46%	Increased
430	TCM Tufton Capital Management Hunt Valley, Maryland	$13.7M	+$137K	2	3.23%	Increased
431	Welch Group Birmingham, Alabama	$13.5M	+$69K	2	3.33%	Increased
432	F&C Asset Management Edinburgh, Scotland, United Kingdom	$13.5M	-$422K	3	0.18%	Reduced
433	Confluence Investment Management St. Louis, Missouri	$13.4M	+$796K	1	0.83%	Increased
434	NAM North American Management Boston, Massachusetts	$13.3M	-$153K	1	2.53%	Reduced
435	Douglas C. Lane & Associates New York	$13.1M	-$409K	1	0.48%	Reduced
436	BAC Boys Arnold & Co Asheville, North Carolina	$13.1M	-$929K	1	2.73%	Reduced
437	KCM Kanawha Capital Management Richmond, Virginia	$13.1M	+$166K	1	2.7%	Increased
438	NB NBT Bank Norwich, New York	$13.1M	-$691K	1	1.95%	Reduced
439	GLG Inc New York	$13.1M	-$2.49M	2	0.26%	Reduced
440	FBA Front Barnett Associates Chicago, Illinois	$13M	-$112K	1	2.78%	Reduced
441	BOTW Bank of the West Monterey Park, California	$12.9M	-$332K	2	2.35%	Reduced
442	PEAK6 Group Chicago, Illinois	$12.9M	+$8.97M	6	0.09%	Increased
443	Oppenheimer & Co New York	$12.9M	+$2.95M	5	0.45%	Increased
444	KMC Kirr Marbach & Co Columbus, Indiana	$12.8M	+$127K	1	2.5%	Increased
445	FM Foster & Motley Cincinnati, Ohio	$12.8M	+$210K	2	3.42%	Increased
446	SM Stratton Management King Of Prussia, Pennsylvania	$12.7M	+$732K	2	0.66%	Increased
447	BAM Barrett Asset Management New York	$12.7M	-$102K	2	1.23%	Reduced
448	Veritable Wilmington, Delaware	$12.6M	+$3.47M	3	0.29%	Increased
449	Sculptor Capital New York	$12.5M	-$6.85M	1	0.04%	Reduced
450	RA Rational Advisors Huntington, New York	$12.5M	+$1.78M	6	0.96%	Increased