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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
476	Bridgewater Associates Westport, Connecticut	$11.2M	-$16.4M	1	0.09%	Reduced
477	MCM Murphy Capital Management Bedminster, New Jersey	$11.1M	+$294K	2	2.1%	Increased
478	MI Markston International White Plains, New York	$11.1M	-$1.16M	3	0.74%	Reduced
479	FNB First Niagara Bank Lockport, New York	$11.1M	-$177K	2	2.36%	Reduced
480	CCT Chemung Canal Trust Elmira, New York	$11M	+$31.7K	1	2.4%	Increased
481	Colony Group Boston, Massachusetts	$11M	+$10.1M	2	2.17%	Increased
482	TCOV Trust Company of Vermont Brattleboro, Vermont	$11M	+$273K	2	2.02%	Increased
483	RCM Royal Capital Management New York	$10.9M	-$2.01M	1	6.31%	Reduced
484	CTA Chesley Taft & Associates Chicago, Illinois	$10.9M	+$31.2K	1	1.19%	Increased
485	BPB Badgley, Phelps & Bell Seattle, Washington	$10.8M	-$135K	1	1.22%	Reduced
486	FAM Fiduciary Asset Management St. Louis, Missouri	$10.8M	-$1.06M	1	2.53%	Reduced
487	CCC Chelsea Counsel Company Los Angeles, California	$10.8M	+$947K	2	2.23%	Increased
488	Capital International Sarl Los Angeles, California	$10.7M	+$1.94M	1	0.61%	Increased
489	FBNAT FirstMerit Bank N.A. Trustee Akron, Ohio	$10.7M	-$174K	1	0.99%	Reduced
490	William Blair & Company Chicago, Illinois	$10.7M	-$355K	3	0.02%	Reduced
491	CAMI Concord Asset Management (Illinois) Chicago, Illinois	$10.7M	-$127K	1	4.1%	Reduced
492	PAM Private Asset Management San Diego, California	$10.7M	-$16.1K	1	2.04%	Reduced
493	Barings Charlotte, North Carolina	$10.6M	-$2.38M	3	0.45%	Reduced
494	LI LMCG Investments Boston, Massachusetts	$10.5M	+$562K	1	0.25%	Increased
495	DVM Dreman Value Management West Palm Beach, Florida	$10.4M	+$10.4M	2	0.94%	New
496	HCMNY Howard Capital Management (New York) New York	$10.3M	+$168K	1	2.53%	Increased
497	MBTD Mechanics Bank - Trust Department Walnut Creek, California	$10.3M	+$97.6K	2	2.83%	Increased
498	PP Paloma Partners Greenwich, Connecticut	$10.3M	+$8.71M	3	0.41%	Increased
499	MC Middleton & Co Boston, Massachusetts	$10.3M	+$321K	1	2.7%	Increased
500	Whittier Trust South Pasadena, California	$10.3M	-$304K	3	0.56%	Reduced