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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
526	ING Group Amsterdam, Netherlands	$10M	-$922K	2	0.05%	Reduced
527	LOCB Lombard Odier & Cie (Bahamas) Nassau, Bahamas	$9.99M	-$342K	1	3.95%	Reduced
528	SCA Stillwater Capital Advisors Devon, Pennsylvania	$9.99M	+$4.6K	1	3.63%	Increased
529	AL Agran Libbie Santa Monica, California	$9.99M	-$94.4K	2	2.69%	Reduced
530	ZWJ Investment Counsel Atlanta, Georgia	$9.98M	-$215K	1	1.16%	Reduced
531	Capstone Investment Advisors New York	$9.95M	-$2.46M	1	0.13%	Reduced
532	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$9.93M	-$8.05K	1	2.4%	Reduced
533	HR Howe & Rusling Rochester, New York	$9.92M	+$827K	2	2.43%	Increased
534	NIMI Natixis Investment Managers International Paris, France	$9.83M	+$186K	2	1.38%	Increased
535	TAM Taurus Asset Management New York	$9.8M	+$223K	1	2.03%	Increased
536	MKC M. Kraus & Co Shelburne, Vermont	$9.8M	-$30K	2	7.96%	Reduced
537	RT Rockland Trust Hanover, Massachusetts	$9.72M	-$371K	1	2.28%	Reduced
538	SIM Spark Investment Management New York	$9.7M	+$3.76M	4	1.51%	Increased
539	LDB Lee, Danner & Bass Nashville, Tennessee	$9.69M	-$117K	1	1.26%	Reduced
540	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$9.67M	+$404K	3	0.4%	Increased
541	EIM Emerson Investment Management Boston, Massachusetts	$9.66M	+$193K	1	1.99%	Increased
542	CCT Chemung Canal Trust Elmira, New York	$9.65M	-$83.4K	1	1.99%	Reduced
543	ABC Anchor Bolt Capital Chicago, Illinois	$9.64M	+$9.42M	1	1.13%	New
544	CB Chemical Bank Detroit, Michigan	$9.63M	-$49.1K	1	1.73%	Reduced
545	EBSAM Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$9.61M	+$39.7K	1	2.71%	Increased
546	WAM Wallington Asset Management Indianapolis, Indiana	$9.51M	+$43.4K	1	3.35%	Increased
547	TIP Torray Investment Partners Bethesda, Maryland	$9.5M	+$4.43M	1	1.61%	Increased
548	BFO Boston Family Office Boston, Massachusetts	$9.45M	-$107K	1	1.25%	Reduced
549	CCMIC Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$9.35M	+$9.13M	1	4.42%	New
550	Perpetual Ltd Sydney, New South Wales, Australia	$9.35M	-$3.86M	1	1.37%	Reduced