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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	WesBanco Bank Wheeling, West Virginia	$15.7M	+$1.4M	2	0.78%	Increased
452	Synovus Financial Columbus, Georgia	$15.6M	-$1.04M	5	0.25%	Reduced
453	Old National Bancorp Evansville, Indiana	$15.6M	-$392K	3	0.81%	Reduced
454	AC Albar Capital London, United Kingdom	$15.5M	+$14.5M	1	5.4%	New
455	GH GAM Holding Zurich, Switzerland	$15.4M	-$3.27M	3	0.65%	Reduced
456	AIM Assured Investment Management New York	$15.4M	+$11.8M	6	0.17%	Increased
457	Evercore Wealth Management New York	$15.3M	+$773K	2	0.49%	Increased
458	WI Wafra Inc New York	$15.3M	$0	1	0.53%	Maintained
459	EULAV Asset Management Sarasota, Florida	$15.3M	-$761K	2	0.63%	Reduced
460	BUB BBVA USA Bancshares Houston, Texas	$15.3M	-$141K	2	0.96%	Reduced
461	SST S Squared Technology New York	$15.2M	-$4.11M	1	11.77%	Reduced
462	1832 Asset Management Toronto, Ontario, Canada	$15.1M	-$12.5M	1	0.05%	Reduced
463	AL Arnhold LLC New York	$15.1M	+$358K	2	2.71%	Increased
464	RBA Richard Bernstein Advisors New York	$15.1M	$0	2	0.49%	Maintained
465	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$15M	+$2.28M	1	2.42%	Increased
466	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$14.9M	-$146K	3	0.64%	Reduced
467	Adams Diversified Equity Fund Baltimore, Maryland	$14.8M	-$6.41M	1	0.82%	Reduced
468	South Dakota Investment Council Sioux Falls, South Dakota	$14.8M	+$637K	3	0.31%	Increased
469	ECG Edge Capital Group Atlanta, Georgia	$14.8M	+$422K	2	1.45%	Increased
470	FCI Financial Counselors Inc Overland Park, Kansas	$14.8M	+$901K	2	0.63%	Increased
471	NIM Northeast Investment Management Boston, Massachusetts	$14.6M	+$971K	1	1.23%	Increased
472	Bridgeway Capital Management Houston, Texas	$14.6M	-$3.39M	1	0.18%	Reduced
473	Rockefeller Capital Management New York	$14.6M	+$4.72M	6	0.21%	Increased
474	Ingalls & Snyder LLC New York	$14.6M	+$544K	1	0.69%	Increased
475	NAM NorthCoast Asset Management Greenwich, Connecticut	$14.5M	-$3.49M	3	0.95%	Reduced