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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	Avalon Investment & Advisory Houston, Texas	$13.9M	-$3.44M	1	0.54%	Reduced
427	CIBC Asset Management Toronto, Ontario, Canada	$13.9M	+$153K	3	0.1%	Increased
428	SWITC Stewart West Indies Trading Company Boulder, Colorado	$13.9M	$0	1	1.34%	Maintained
429	IP Interval Partners New York	$13.9M	+$1.1M	2	0.94%	Increased
430	Swiss Life Asset Management Zurich,	$13.8M	+$2.64K	2	0.57%	Increased
431	VIP Vantage Investment Partners Kansas City, Missouri	$13.8M	+$867K	1	1.44%	Increased
432	SAM Securian Asset Management St Paul, Minnesota	$13.8M	-$11.2K	5	0.39%	Reduced
433	WAM World Asset Management Detroit, Michigan	$13.7M	+$331K	5	0.53%	Increased
434	Jane Street New York	$13.7M	+$9.99M	2	0.07%	Increased
435	SI Standard Investments New York	$13.7M	+$13.6M	1	1.86%	New
436	People's United Financial Bridgeport, Connecticut	$13.7M	-$684K	3	0.73%	Reduced
437	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$13.7M	+$1.03M	2	0.15%	Increased
438	CCM Cadence Capital Management Boston, Massachusetts	$13.6M	-$1.01M	2	1.03%	Reduced
439	FBNAT FirstMerit Bank N.A. Trustee Akron, Ohio	$13.6M	+$624K	3	1.1%	Increased
440	Salem Investment Counselors Winston Salem, North Carolina	$13.6M	+$68.2K	1	1.63%	Increased
441	WesBanco Bank Wheeling, West Virginia	$13.5M	-$545K	1	0.81%	Reduced
442	Synovus Financial Columbus, Georgia	$13.5M	+$259K	4	0.31%	Increased
443	BUB BBVA USA Bancshares Houston, Texas	$13.4M	-$759K	2	1%	Reduced
444	AF Ally Financial Detroit, Michigan	$13.3M	$0	1	2.23%	Maintained
445	KCM Kanawha Capital Management Richmond, Virginia	$13.3M	-$75K	1	2.22%	Reduced
446	MI Markston International White Plains, New York	$13.3M	-$388K	3	1.24%	Reduced
447	CDH Charles D. Hyman	$13.1M	+$1.58M	2	1.96%	Increased
448	BT Beacon Trust Morristown, New Jersey	$13M	-$2.49M	1	2.22%	Reduced
449	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$13M	-$46K	3	1.12%	Reduced
450	QIM Quantitative Investment Management Charlottesville, Virginia	$13M	+$4.71M	3	0.6%	Increased