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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	DC Deere & Company Moline, Illinois	$16.2M	-$2.42M	5	0.93%	Reduced
427	BP Banyan Partners Palm Beach Gardens, Florida	$16.1M	-$877K	2	1.39%	Reduced
428	Silvercrest Asset Management New York	$16.1M	-$32.1K	2	0.26%	Reduced
429	ECM Estabrook Capital Management New York	$15.9M	-$413K	3	1.61%	Reduced
430	ST Sabal Trust St. Petersburg, Florida	$15.7M	+$8.48K	1	2.22%	Increased
431	NAM North American Management Boston, Massachusetts	$15.5M	+$157K	1	2.58%	Increased
432	SCM Suffolk Capital Management New York	$15.4M	+$5.75M	2	1.91%	Increased
433	Colony Group Boston, Massachusetts	$15.4M	+$104K	3	2.08%	Increased
434	Manning & Napier Advisors Fairport, New York	$15.3M	-$1.76M	2	0.06%	Reduced
435	TVM Tiger Veda Management New York	$15.3M	-$4.6M	1	5.21%	Reduced
436	Kennedy Capital Management St Louis, Missouri	$15.2M	+$3.8M	2	0.29%	Increased
437	Employees Provident Fund Board Shah Alam, Malaysia	$15M	$0	1	0.48%	Maintained
438	TCM Tufton Capital Management Hunt Valley, Maryland	$14.9M	-$172K	2	3.12%	Reduced
439	United Capital Financial Advisors Irving, Texas	$14.9M	+$1.28M	4	0.32%	Increased
440	CAM Capstone Asset Management Houston, Texas	$14.9M	-$3.73M	6	0.46%	Reduced
441	Zurich Cantonal Bank Zurich, Switzerland	$14.8M	+$2.28M	3	0.46%	Increased
442	Placemark Investments Chicago, Illinois	$14.8M	-$4.51M	5	0.28%	Reduced
443	SAC Capital Advisors Stamford, Connecticut	$14.7M	-$33.2M	4	0.08%	Reduced
444	Bessemer Group Woodbridge, New Jersey	$14.7M	+$5.05M	5	0.1%	Increased
445	ZDA Zweig-DiMenna Associates New York	$14.6M	+$14M	1	0.86%	Increased
446	DP Dearborn Partners Chicago, Illinois	$14.6M	+$820K	1	1.59%	Increased
447	WesBanco Bank Wheeling, West Virginia	$14.6M	-$87.1K	1	0.83%	Reduced
448	Oppenheimer & Co New York	$14.5M	-$853K	3	0.44%	Reduced
449	Fuller & Thaler Asset Management San Mateo, California	$14.4M	-$574K	5	0.69%	Reduced
450	Welch Group Birmingham, Alabama	$14.3M	-$375K	2	3.24%	Reduced