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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	SCM SKBA Capital Management San Francisco, California	$15.5M	-$405K	1	1.21%	Reduced
427	Adams Diversified Equity Fund Baltimore, Maryland	$15.5M	$0	1	1.02%	Maintained
428	CIBC World Markets New York	$15.3M	+$16.1M	1	0.48%	New
429	CTA Chesley Taft & Associates Chicago, Illinois	$15.2M	+$215K	1	1.55%	Increased
430	Janney Montgomery Scott Philadelphia, Pennsylvania	$15.2M	+$125K	3	0.32%	Increased
431	SM Stratton Management King Of Prussia, Pennsylvania	$15.1M	-$2.28M	2	0.66%	Reduced
432	DC Deere & Company Moline, Illinois	$14.9M	+$66.2K	4	0.8%	Increased
433	CI Cooper Investors Melbourne, Victoria, Australia	$14.9M	-$3.59M	1	3.26%	Reduced
434	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$14.8M	-$1.02M	2	2.95%	Reduced
435	Synovus Financial Columbus, Georgia	$14.7M	+$666K	4	0.38%	Increased
436	LIC Lodestar Investment Counsel Chicago, Illinois	$14.5M	+$155K	1	2.27%	Increased
437	EARNEST Partners Atlanta, Georgia	$14.3M	-$413K	2	0.12%	Reduced
438	UMA USA Mutuals Advisors Dallas, Texas	$14.2M	+$801K	2	7.65%	Increased
439	WAM World Asset Management Detroit, Michigan	$14.2M	-$1.92M	3	0.56%	Reduced
440	WesBanco Bank Wheeling, West Virginia	$14.2M	-$64.3K	1	0.79%	Reduced
441	Avalon Investment & Advisory Houston, Texas	$14.1M	-$338K	1	0.61%	Reduced
442	Salem Investment Counselors Winston Salem, North Carolina	$14.1M	-$178K	1	1.72%	Reduced
443	LSA L & S Advisors Los Angeles, California	$14M	+$527K	2	3.57%	Increased
444	AF Ally Financial Detroit, Michigan	$13.9M	$0	1	1.4%	Maintained
445	New Mexico Educational Retirement Board Santa Fe, New Mexico	$13.9M	-$1.49M	3	0.67%	Reduced
446	Swiss Life Asset Management Zurich,	$13.8M	-$336K	2	0.49%	Reduced
447	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$13.7M	-$71.9K	2	1.69%	Reduced
448	Tocqueville Asset Management New York	$13.7M	-$33.6K	2	0.16%	Reduced
449	KCM Kanawha Capital Management Richmond, Virginia	$13.5M	-$106K	1	2.39%	Reduced
450	SAM Securian Asset Management St Paul, Minnesota	$13.5M	+$262K	5	0.42%	Increased