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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	OI Oakbrook Investments Lisle, Illinois	$13.5M	+$7.06M	3	0.86%	Increased
427	WesBanco Bank Wheeling, West Virginia	$13.2M	+$524K	1	0.78%	Increased
428	DC Deere & Company Moline, Illinois	$13M	-$318K	5	0.76%	Reduced
429	Swiss Life Asset Management Zurich,	$13M	+$53.4K	2	0.58%	Increased
430	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$12.8M	+$827K	2	1.04%	Increased
431	SAM Securian Asset Management St Paul, Minnesota	$12.8M	+$294K	5	0.38%	Increased
432	CIBC Asset Management Toronto, Ontario, Canada	$12.8M	+$34.6K	3	0.11%	Increased
433	Livforsakringsbolaget Skandia Stockholm, Sweden	$12.8M	+$837K	2	0.6%	Increased
434	Davenport & Co Richmond, Virginia	$12.7M	-$224K	4	0.2%	Reduced
435	CAM Capstone Asset Management Houston, Texas	$12.7M	+$1.21M	5	0.36%	Increased
436	Salem Investment Counselors Winston Salem, North Carolina	$12.6M	-$19.4K	1	1.59%	Reduced
437	SFM Signet Financial Management Parsippany, New Jersey	$12.5M	+$5.86M	2	2.56%	Increased
438	AF Ally Financial Detroit, Michigan	$12.5M	$0	1	1.74%	Maintained
439	CIM Corda Investment Management Houston, Texas	$12.5M	+$349K	1	2.34%	Increased
440	PAS Professional Advisory Services Vero Beach, Florida	$12.4M	+$4.35M	1	2.96%	Increased
441	Tocqueville Asset Management New York	$12.4M	-$1.19M	2	0.17%	Reduced
442	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$12.3M	-$24.6K	2	0.12%	Reduced
443	KCM Kanawha Capital Management Richmond, Virginia	$12.3M	+$335K	1	2.21%	Increased
444	Barings Charlotte, North Carolina	$12.2M	-$1.12M	4	0.31%	Reduced
445	UMA USA Mutuals Advisors Dallas, Texas	$11.9M	-$1.83M	2	7.12%	Reduced
446	PCMF Private Capital Management (Florida) Naples, Florida	$11.9M	-$270K	1	1.49%	Reduced
447	Synovus Financial Columbus, Georgia	$11.9M	-$748K	4	0.29%	Reduced
448	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$11.8M	-$584K	3	0.4%	Reduced
449	Janney Montgomery Scott Philadelphia, Pennsylvania	$11.8M	-$1.25M	3	0.3%	Reduced
450	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$11.8M	+$2.34M	5	0.47%	Increased