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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	ZWJ Investment Counsel Atlanta, Georgia	$8.91M	+$106K	1	1.01%	Increased
502	BCM BTR Capital Management Oakland, California	$8.89M	-$434K	1	2.13%	Reduced
503	BOTW Bank of the West Monterey Park, California	$8.87M	+$86.2K	1	1.41%	Increased
504	SCA Stillwater Capital Advisors Devon, Pennsylvania	$8.86M	+$164K	1	3.02%	Increased
505	First National Bank of Omaha Omaha, Nebraska	$8.79M	+$1.7M	1	0.65%	Increased
506	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$8.77M	-$5.99M	5	0.21%	Reduced
507	B BP London, United Kingdom	$8.76M	-$8.9M	2	0.39%	Reduced
508	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$8.75M	-$6.46K	5	0.33%	Reduced
509	Mackenzie Financial Toronto Ontario, Ontario, Canada	$8.72M	-$1.06M	3	0.05%	Reduced
510	HR Howe & Rusling Rochester, New York	$8.66M	-$31.1K	2	2.15%	Reduced
511	LDB Lee, Danner & Bass Nashville, Tennessee	$8.65M	+$740K	1	1.15%	Increased
512	PP Patten & Patten Chattanooga, Tennessee	$8.63M	-$4.85M	2	1.32%	Reduced
513	SCCM Schafer Cullen Capital Management New York	$8.62M	-$644K	2	0.1%	Reduced
514	WDA Wendell David Associates Portsmouth, New Hampshire	$8.6M	-$554K	2	1.76%	Reduced
515	DnB Asset Management Oslo, Norway	$8.58M	+$97.8K	1	0.21%	Increased
516	FBNAT FirstMerit Bank N.A. Trustee Akron, Ohio	$8.56M	+$591K	3	0.76%	Increased
517	MKC M. Kraus & Co Shelburne, Vermont	$8.55M	-$171K	2	6.9%	Reduced
518	Whittier Trust South Pasadena, California	$8.45M	-$137K	4	0.41%	Reduced
519	NB NBT Bank Norwich, New York	$8.4M	-$441K	1	1.57%	Reduced
520	Luther King Capital Management (LKCM) Fort Worth, Texas	$8.37M	-$443K	2	0.08%	Reduced
521	ASA Armstrong Shaw Associates New Canaan, Connecticut	$8.31M	-$10.9K	1	2.01%	Reduced
522	RFA Reilly Financial Advisors La Mesa, California	$8.27M	+$411K	2	1.5%	Increased
523	JA JLB & Associates Plymouth, Michigan	$8.25M	-$21.1K	2	2.66%	Reduced
524	ICM Ionic Capital Management New York	$8.2M	-$76.8M	1	0.44%	Reduced
525	OCM Olstein Capital Management Purchase, New York	$8.19M	+$2.25M	1	1.02%	Increased