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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	$16M	+$39.3K	1	2.35%	Increased
452	Tocqueville Asset Management New York	$15.9M	-$396K	2	0.18%	Reduced
453	WesBanco Bank Wheeling, West Virginia	$15.9M	-$1.12M	1	1.08%	Reduced
454	Ninety One (UK) London, United Kingdom	$15.9M	+$1.07M	1	0.07%	Increased
455	Wolverine Trading Chicago, Illinois	$15.9M	+$12.7M	6	0.06%	Increased
456	CCMIC Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$15.6M	-$387K	1	1.32%	Reduced
457	CIM Cambria Investment Management Manhattan Beach, California	$15.4M	-$681K	3	2.15%	Reduced
458	WAM World Asset Management Detroit, Michigan	$15.3M	-$1.09M	6	0.51%	Reduced
459	RI Redwood Investments Boston, Massachusetts	$15.1M	+$15.4M	1	1.07%	New
460	MKC M. Kraus & Co Shelburne, Vermont	$15.1M	-$280K	2	9.14%	Reduced
461	ELC Edgar Lomax Company Kingstowne, Virginia	$15M	-$400K	1	1.02%	Reduced
462	DBT Dubuque Bank & Trust Dubuque, Iowa	$14.8M	-$2.01M	3	2.25%	Reduced
463	AIM Assured Investment Management New York	$14.7M	+$9.39M	3	0.3%	Increased
464	TU TDAM USA Toronto, Ontario, Canada	$14.6M	+$1.97M	2	0.84%	Increased
465	AHB Abner Herrman & Brock Jersey City, New Jersey	$14.6M	+$524K	3	2.46%	Increased
466	GGI Godsey & Gibb Inc Richmond, Virginia	$14.6M	-$157K	1	2.45%	Reduced
467	Picton Mahoney Asset Management Toronto, Ontario, Canada	$14.5M	-$195K	1	1.04%	Reduced
468	PAS Professional Advisory Services Vero Beach, Florida	$14.4M	-$328K	1	3.04%	Reduced
469	Central Trust Company Jefferson City, Missouri	$14.3M	-$366K	6	0.87%	Reduced
470	H HoyleCohen San Diego, California	$14.3M	+$13.7M	2	2.82%	New
471	WCM Windward Capital Management Los Angeles, California	$14.1M	+$399K	1	2.1%	Increased
472	RW Rand Wealth Baltimore, Maryland	$14.1M	-$18.1K	1	1.55%	Reduced
473	First Merchants Corp Muncie, Indiana	$14.1M	-$1.1M	2	2.4%	Reduced
474	Caxton Associates (New York) New York	$14M	-$1.51M	1	0.69%	Reduced
475	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$14M	-$504K	3	0.21%	Reduced