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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	Raymond James Trust St. Petersburg, Florida	$11.2M	+$274K	3	1.38%	Increased
502	CAMI Concord Asset Management (Illinois) Chicago, Illinois	$11.2M	-$69.6K	1	4.17%	Reduced
503	OAM Oxford Asset Management Oxford, United Kingdom	$11.1M	+$5.86M	1	0.32%	Increased
504	Luther King Capital Management (LKCM) Fort Worth, Texas	$11.1M	-$83K	3	0.09%	Reduced
505	FAM Fiduciary Asset Management St. Louis, Missouri	$11M	-$877K	1	2.36%	Reduced
506	Kentucky Retirement Systems Frankfort, Kentucky	$11M	-$29.3K	3	0.8%	Reduced
507	LHC Lodge Hill Capital New York	$11M	+$11M	1	2.4%	New
508	FBNAT FirstMerit Bank N.A. Trustee Akron, Ohio	$11M	-$189K	2	0.95%	Reduced
509	AP Archon Partners Princeton Junction, New Jersey	$10.9M	-$654K	1	3.08%	Reduced
510	FNB First Niagara Bank Lockport, New York	$10.9M	-$708K	2	2.17%	Reduced
511	Jones Financial Companies Des Peres, Missouri	$10.8M	+$73.9K	1	0.09%	Increased
512	DA Denali Advisors San Diego, California	$10.8M	+$570K	2	3.11%	Increased
513	JAFL Jay A. Fishman Ltd Troy, Michigan	$10.7M	-$24.6K	1	2.39%	Reduced
514	WDA Wendell David Associates Portsmouth, New Hampshire	$10.7M	+$42.7K	1	2.32%	Increased
515	DSI Daiwa SB Investments Tokyo, Japan	$10.7M	+$10.3M	1	1.28%	Increased
516	RCM Royal Capital Management New York	$10.6M	-$685K	1	8.01%	Reduced
517	CII CR Intrinsic Investors Stamford, Connecticut	$10.5M	+$2.27M	1	0.39%	Increased
518	FCI Financial Counselors Inc Overland Park, Kansas	$10.4M	+$807K	2	0.75%	Increased
519	PP Prospector Partners Guilford, Connecticut	$10.4M	-$142K	1	0.49%	Reduced
520	OPCM Osborne Partners Capital Management San Francisco, California	$10.4M	-$347K	1	1.36%	Reduced
521	NC Northpointe Capital Bloomfield Hills, Michigan	$10.4M	-$391K	2	1.05%	Reduced
522	Whittier Trust South Pasadena, California	$10.4M	-$46.7K	3	0.53%	Reduced
523	BOIA Bush ODonnell Investment Advisors St Louis, Missouri	$10.4M	+$272K	1	5.32%	Increased
524	SCM SKBA Capital Management San Francisco, California	$10.2M	+$2.14M	1	0.95%	Increased
525	KCA KR Capital Advisors New York	$10.1M	-$7.39M	1	2.36%	Reduced