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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	TVM Tiger Veda Management New York	$14.4M	$0	1	5.62%	Maintained
427	Zurich Cantonal Bank Zurich, Switzerland	$14.4M	-$1.92M	3	0.44%	Reduced
428	AF Ally Financial Detroit, Michigan	$14.4M	+$3.25M	1	1.59%	Increased
429	Avalon Investment & Advisory Houston, Texas	$14.3M	+$1.16M	1	0.65%	Increased
430	Synovus Financial Columbus, Georgia	$14.3M	+$83.5K	4	0.38%	Increased
431	KCM Kanawha Capital Management Richmond, Virginia	$14.2M	+$381K	1	2.49%	Increased
432	CC Carlson Capital Dallas, Texas	$14.2M	+$1.17M	1	0.14%	Increased
433	Nippon Life Global Investors Americas New York	$13.9M	-$119K	1	1.27%	Reduced
434	Cubist Systematic Strategies Stamford, Connecticut	$13.9M	+$4.07M	5	0.75%	Increased
435	AMF Tjänstepension Stockholm, Sweden	$13.9M	+$13.1M	1	0.18%	New
436	MI Markston International White Plains, New York	$13.8M	-$354K	3	0.86%	Reduced
437	Glenview Trust Louisville, Kentucky	$13.7M	+$12.9M	1	1.46%	New
438	CB Chemical Bank Detroit, Michigan	$13.6M	+$3.99M	2	1.77%	Increased
439	FBA Front Barnett Associates Chicago, Illinois	$13.5M	-$5.25K	1	2.56%	Reduced
440	CC Cadinha & Co Honolulu, Hawaii	$13.5M	-$5.54M	2	2.34%	Reduced
441	Carnegie Investment Counsel Pepper Pike, Ohio	$13.4M	+$3.52M	2	2.51%	Increased
442	TCM Tufton Capital Management Hunt Valley, Maryland	$13.3M	-$89.1K	2	2.43%	Reduced
443	CAM Capstone Asset Management Houston, Texas	$13.3M	-$1.88M	4	0.39%	Reduced
444	Mizuho Securities USA New York	$13.2M	-$6.39M	1	1.3%	Reduced
445	MAI Capital Management Independence, Ohio	$13.2M	+$1.04M	1	0.92%	Increased
446	SAM Securian Asset Management St Paul, Minnesota	$13.1M	+$130K	5	0.4%	Increased
447	Barings Charlotte, North Carolina	$13M	-$1.03M	4	0.29%	Reduced
448	Rothschild & Co Asset Management US Stamford, Connecticut	$13M	+$3.8M	1	0.26%	Increased
449	ECM Estabrook Capital Management New York	$12.9M	-$1.36M	3	1.42%	Reduced
450	AWCI Alpine Woods Capital Investors Purchase, New York	$12.7M	+$1.65M	3	0.65%	Increased