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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	First Merchants Corp Muncie, Indiana	$13.4M	+$305K	2	1.73%	Increased
452	CCI Columbus Circle Investors	$13.3M	+$493K	1	0.73%	Increased
453	Winton Group London, United Kingdom	$13.2M	-$7.33M	4	0.35%	Reduced
454	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$13.1M	+$803K	6	0.3%	Increased
455	Birch Hill Investment Advisors Boston, Massachusetts	$13.1M	-$499K	1	1.15%	Reduced
456	PIA Piedmont Investment Advisors Durham, North Carolina	$13M	-$1.32M	5	0.52%	Reduced
457	CTI Community Trust & Investment Versailles, Kentucky	$13M	+$14.8M	1	1.84%	New
458	ALAM Asahi Life Asset Management Tokyo, Japan	$12.9M	-$149K	2	2.31%	Reduced
459	Stephens Inc Little Rock, Arkansas	$12.9M	+$2.78M	4	0.34%	Increased
460	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$12.8M	+$280K	7	0.05%	Increased
461	Davenport & Co Richmond, Virginia	$12.8M	-$253K	4	0.18%	Reduced
462	KCM Kanawha Capital Management Richmond, Virginia	$12.8M	+$354K	2	1.87%	Increased
463	MAP Managed Asset Portfolios Rochester, Michigan	$12.8M	-$721K	1	3.41%	Reduced
464	Everett Harris & Co Los Angeles, California	$12.7M	+$3.44M	2	0.33%	Increased
465	BNP Paribas Asset Management Paris, France	$12.6M	+$955K	3	0.11%	Increased
466	LBC Lowe Brockenbrough & Co Richmond, Virginia	$12.6M	-$921K	3	2.07%	Reduced
467	OFCM One Fin Capital Management San Francisco, California	$12.6M	+$1.34M	1	9.51%	Increased
468	VCP Verus Capital Partners Scottsdale, Arizona	$12.5M	+$2.9M	4	3.94%	Increased
469	DAM Deltec Asset Management New York	$12.5M	+$5.55M	2	3.47%	Increased
470	Nicholas Company Milwaukee, Wisconsin	$12.5M	-$4.29M	1	0.35%	Reduced
471	CTA Chesley Taft & Associates Chicago, Illinois	$12.5M	-$865K	2	1.14%	Reduced
472	Raymond James Trust St. Petersburg, Florida	$12.4M	+$1.73M	3	0.73%	Increased
473	NP NS Partners London, United Kingdom	$12.3M	+$441K	1	1.14%	Increased
474	Central Trust Company Jefferson City, Missouri	$12.3M	+$986K	6	0.75%	Increased
475	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$12.2M	+$2.78M	3	1.15%	Increased