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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
501	CAMI Concord Asset Management (Illinois) Chicago, Illinois	$10.9M	-$307K	1	4.03%	Reduced
502	FBNAT FirstMerit Bank N.A. Trustee Akron, Ohio	$10.9M	-$405K	2	0.97%	Reduced
503	Luther King Capital Management (LKCM) Fort Worth, Texas	$10.9M	-$1.77M	2	0.09%	Reduced
504	MAM Meeder Asset Management Dublin, Ohio	$10.8M	-$231K	2	1.85%	Reduced
505	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$10.8M	+$831K	5	0.38%	Increased
506	CPS Counsel Portfolio Services Mississauga, Ontario, Canada	$10.7M	-$405K	1	1.1%	Reduced
507	Kentucky Retirement Systems Frankfort, Kentucky	$10.6M	-$134K	3	0.78%	Reduced
508	Raymond James Trust St. Petersburg, Florida	$10.6M	+$34.5K	3	1.4%	Increased
509	Jupiter Investment Management London, United Kingdom	$10.6M	+$4.54M	2	0.9%	Increased
510	NC Northpointe Capital Bloomfield Hills, Michigan	$10.6M	+$4.58M	2	0.93%	Increased
511	ING Group Amsterdam, Netherlands	$10.5M	-$25.6M	2	0.05%	Reduced
512	Jones Financial Companies Des Peres, Missouri	$10.5M	+$33.1K	1	0.09%	Increased
513	OPCM Osborne Partners Capital Management San Francisco, California	$10.5M	-$259K	1	1.36%	Reduced
514	JAFL Jay A. Fishman Ltd Troy, Michigan	$10.4M	-$97.5K	1	2.34%	Reduced
515	WDA Wendell David Associates Portsmouth, New Hampshire	$10.4M	+$66K	1	2.27%	Increased
516	Whittier Trust South Pasadena, California	$10.1M	-$756K	3	0.52%	Reduced
517	LOCB Lombard Odier & Cie (Bahamas) Nassau, Bahamas	$10.1M	+$9.59M	1	3.95%	New
518	Capital Fund Management (CFM) Paris, France	$10.1M	+$9.34M	2	0.12%	Increased
519	AP Archon Partners Princeton Junction, New Jersey	$9.97M	-$409K	1	2.75%	Reduced
520	ZWJ Investment Counsel Atlanta, Georgia	$9.94M	+$249K	1	1.14%	Increased
521	RA Rational Advisors Huntington, New York	$9.93M	-$4.61M	6	0.85%	Reduced
522	EBSAM Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$9.87M	+$22.2K	1	2.84%	Increased
523	RT Rockland Trust Hanover, Massachusetts	$9.83M	+$108K	1	2.37%	Increased
524	BOIA Bush ODonnell Investment Advisors St Louis, Missouri	$9.82M	-$2.25M	1	5.19%	Reduced
525	AL Agran Libbie Santa Monica, California	$9.8M	-$258K	2	2.58%	Reduced