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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	BOTW Bank of the West Monterey Park, California	$12.8M	-$376K	2	2.11%	Reduced
477	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$12.8M	-$281K	6	0.61%	Reduced
478	Douglas C. Lane & Associates New York	$12.7M	-$1.94M	1	0.41%	Reduced
479	Avalon Investment & Advisory Houston, Texas	$12.7M	-$110K	1	0.7%	Reduced
480	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$12.5M	+$3.4M	3	0.09%	Increased
481	Arrowstreet Capital Boston, Massachusetts	$12.4M	-$53.6M	4	0.07%	Reduced
482	CAM Centre Asset Management New York	$12.1M	+$9.8M	1	1.79%	Increased
483	Envestnet Asset Management Chicago, Illinois	$12.1M	+$2.82M	6	0.13%	Increased
484	HCMNY Howard Capital Management (New York) New York	$12.1M	+$472K	1	2.38%	Increased
485	TCOV Trust Company of Vermont Brattleboro, Vermont	$12M	+$25.8K	2	1.97%	Increased
486	GGI Godsey & Gibb Inc Richmond, Virginia	$12M	-$745K	1	2.43%	Reduced
487	MCM Murphy Capital Management Bedminster, New Jersey	$11.9M	+$91.7K	2	2.01%	Increased
488	CC Carlson Capital Dallas, Texas	$11.9M	-$2.28M	1	0.14%	Reduced
489	SCCM Schafer Cullen Capital Management New York	$11.9M	+$10.4M	3	0.12%	Increased
490	MC Middleton & Co Boston, Massachusetts	$11.7M	-$249K	2	2.73%	Reduced
491	MBTD Mechanics Bank - Trust Department Walnut Creek, California	$11.7M	+$129K	2	2.66%	Increased
492	MAM Meeder Asset Management Dublin, Ohio	$11.6M	-$1.43K	2	1.91%	Reduced
493	CTA Chesley Taft & Associates Chicago, Illinois	$11.6M	-$86.1K	1	1.25%	Reduced
494	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$11.6M	+$362K	5	0.38%	Increased
495	PAM Private Asset Management San Diego, California	$11.6M	-$119K	1	1.95%	Reduced
496	LI LMCG Investments Boston, Massachusetts	$11.5M	+$163K	1	0.25%	Increased
497	BPB Badgley, Phelps & Bell Seattle, Washington	$11.4M	-$209K	1	1.17%	Reduced
498	CCC Chelsea Counsel Company Los Angeles, California	$11.4M	-$491K	2	2.32%	Reduced
499	TCM Twin Capital Management Mcmurray, Pennsylvania	$11.4M	-$224K	2	1.2%	Reduced
500	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$11.4M	-$12.8M	1	0.25%	Reduced