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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
451	KCM Kanawha Capital Management Richmond, Virginia	$13.4M	-$28.4K	1	2.45%	Reduced
452	CC Carlson Capital Dallas, Texas	$13.3M	+$809K	1	0.15%	Increased
453	BAC Boys Arnold & Co Asheville, North Carolina	$13.3M	-$419K	1	2.29%	Reduced
454	United Capital Financial Advisors Irving, Texas	$13.2M	-$1.67M	2	0.24%	Reduced
455	BOTW Bank of the West Monterey Park, California	$13M	+$330K	2	2.03%	Increased
456	DVM Dreman Value Management West Palm Beach, Florida	$12.9M	-$1.07M	5	0.98%	Reduced
457	Avalon Investment & Advisory Houston, Texas	$12.9M	+$362K	1	0.65%	Increased
458	AMI Amica Mutual Insurance Providence, Rhode Island	$12.8M	$0	3	1.01%	Maintained
459	MI Markston International White Plains, New York	$12.8M	-$213K	3	0.77%	Reduced
460	Jupiter Investment Management London, United Kingdom	$12.7M	+$6.61M	3	0.71%	Increased
461	Sterling Capital Management Charlotte, North Carolina	$12.7M	-$1.4M	4	0.11%	Reduced
462	SAM Securian Asset Management St Paul, Minnesota	$12.6M	-$61K	5	0.43%	Reduced
463	BAM Barrett Asset Management New York	$12.6M	-$459K	2	1.03%	Reduced
464	DSI Daiwa SB Investments Tokyo, Japan	$12.6M	+$1.55M	1	1.6%	Increased
465	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$12.6M	-$138K	6	0.58%	Reduced
466	FAM Fiduciary Asset Management St. Louis, Missouri	$12.5M	+$1.64M	1	2.44%	Increased
467	CIM Contravisory Investment Management Norwell, Massachusetts	$12.4M	-$960K	4	2.46%	Reduced
468	NB NBT Bank Norwich, New York	$12.3M	-$871K	1	1.87%	Reduced
469	Weiss Multi-Strategy Advisers New York	$12.3M	+$8.98M	3	0.27%	Increased
470	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$12.3M	-$362K	3	0.04%	Reduced
471	CI Global Investments Oakland, California	$12.2M	+$3.63M	1	0.31%	Increased
472	Bridgewater Associates Westport, Connecticut	$12.2M	-$4.75M	2	0.09%	Reduced
473	MCM Murphy Capital Management Bedminster, New Jersey	$12.1M	+$341K	2	1.92%	Increased
474	Teacher Retirement System of Texas Austin, Texas	$12.1M	+$5.02M	8	0.1%	Increased
475	TCOV Trust Company of Vermont Brattleboro, Vermont	$12.1M	+$160K	2	1.86%	Increased