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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	LHC Lodge Hill Capital New York	$14M	-$4.98M	1	2.94%	Reduced
427	FM Foster & Motley Cincinnati, Ohio	$13.9M	-$26K	2	3.22%	Reduced
428	Janney Montgomery Scott Philadelphia, Pennsylvania	$13.8M	+$488K	4	0.29%	Increased
429	Capital Fund Management (CFM) Paris, France	$13.7M	-$5.83M	3	0.15%	Reduced
430	FC Fairpointe Capital Chicago, Illinois	$13.5M	-$156K	1	0.18%	Reduced
431	Welch Group Birmingham, Alabama	$13.4M	+$439K	2	2.77%	Increased
432	Salem Investment Counselors Winston Salem, North Carolina	$13.3M	+$1.08M	1	1.6%	Increased
433	ECM Estabrook Capital Management New York	$13.1M	-$453K	3	1.4%	Reduced
434	PCMF Private Capital Management (Florida) Naples, Florida	$13M	+$13.2M	1	1.54%	Increased
435	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$12.9M	+$1.61M	3	0.05%	Increased
436	TCM Tufton Capital Management Hunt Valley, Maryland	$12.9M	-$85.7K	2	2.43%	Reduced
437	WesBanco Bank Wheeling, West Virginia	$12.9M	-$45.7K	1	0.73%	Reduced
438	Nippon Life Global Investors Americas New York	$12.9M	+$4.2M	1	1.22%	Increased
439	Synovus Financial Columbus, Georgia	$12.9M	-$77.2K	5	0.36%	Reduced
440	Barings Charlotte, North Carolina	$12.9M	-$1.59M	4	0.28%	Reduced
441	KCM Kanawha Capital Management Richmond, Virginia	$12.7M	+$502K	1	2.32%	Increased
442	MI Markston International White Plains, New York	$12.7M	+$130K	3	0.78%	Increased
443	TVM Tiger Veda Management New York	$12.6M	-$211K	1	4.83%	Reduced
444	FBA Front Barnett Associates Chicago, Illinois	$12.4M	-$139K	1	2.38%	Reduced
445	Veritable Wilmington, Delaware	$12.2M	-$611K	3	0.26%	Reduced
446	DVM Dreman Value Management West Palm Beach, Florida	$12.2M	+$168K	4	0.99%	Increased
447	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$12.2M	-$4.71M	2	2.39%	Reduced
448	AMI Amica Mutual Insurance Providence, Rhode Island	$12.1M	$0	3	0.97%	Maintained
449	Avalon Investment & Advisory Houston, Texas	$12M	+$243K	1	0.61%	Increased
450	Marshall Wace London, United Kingdom	$12M	+$11.9M	2	0.17%	Increased