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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	AMF Tjänstepension Stockholm, Sweden	$13.4M	-$222K	1	0.19%	Reduced
452	WI Wafra Inc New York	$13.3M	+$14M	1	1.45%	New
453	MAI Capital Management Independence, Ohio	$13.3M	+$878K	1	0.87%	Increased
454	Livforsakringsbolaget Skandia Stockholm, Sweden	$13.2M	+$1.2M	2	0.65%	Increased
455	CC Cadinha & Co Honolulu, Hawaii	$13.2M	-$689K	2	2.63%	Reduced
456	FBA Front Barnett Associates Chicago, Illinois	$13.1M	+$68.2K	1	2.44%	Increased
457	Clark Capital Management Group Philadelphia, Pennsylvania	$13.1M	+$9.73M	2	1.19%	Increased
458	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$12.9M	+$13.6M	1	4.46%	New
459	MI Markston International White Plains, New York	$12.8M	-$835K	3	0.94%	Reduced
460	CB Chemical Bank Detroit, Michigan	$12.8M	-$158K	2	1.7%	Reduced
461	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$12.8M	+$13.2M	2	1.02%	New
462	Oppenheimer & Co New York	$12.7M	-$1.32M	4	0.35%	Reduced
463	CCM Corsair Capital Management New York	$12.7M	+$14M	1	1.16%	New
464	HA Heartland Advisors Milwaukee, Wisconsin	$12.7M	+$9.42M	2	0.35%	Increased
465	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$12.7M	+$571K	3	0.33%	Increased
466	VCM Vision Capital Management Portland, Oregon	$12.6M	-$3.65M	1	2.35%	Reduced
467	Intact Investment Management Montreal, Quebec, Canada	$12.6M	+$1.02M	1	0.52%	Increased
468	FCG FrontFour Capital Group Greenwich, Connecticut	$12.6M	+$6.11M	1	1.89%	Increased
469	AWCI Alpine Woods Capital Investors Purchase, New York	$12.5M	+$11.7K	3	0.64%	Increased
470	CAM Capstone Asset Management Houston, Texas	$12.5M	-$161K	5	0.36%	Reduced
471	AP Archon Partners Princeton Junction, New Jersey	$12.4M	$0	1	3.21%	Maintained
472	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$12.4M	-$247K	3	0.06%	Reduced
473	GGI Godsey & Gibb Inc Richmond, Virginia	$12.2M	+$124K	1	2.16%	Increased
474	CCC Chelsea Counsel Company Los Angeles, California	$12.2M	-$188K	2	2.72%	Reduced
475	TCOV Trust Company of Vermont Brattleboro, Vermont	$12M	+$46.3K	3	1.75%	Increased