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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	CCMIC Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$9.78M	-$57.4K	1	4.17%	Reduced
527	ZWJ Investment Counsel Atlanta, Georgia	$9.76M	-$101K	1	1.09%	Reduced
528	HR Howe & Rusling Rochester, New York	$9.76M	-$42K	2	2.19%	Reduced
529	AL Agran Libbie Santa Monica, California	$9.76M	-$103K	2	2.49%	Reduced
530	LDB Lee, Danner & Bass Nashville, Tennessee	$9.75M	+$184K	1	1.19%	Increased
531	SCM Suffolk Capital Management New York	$9.69M	-$5.83M	2	1.17%	Reduced
532	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$9.69M	-$124K	1	2.25%	Reduced
533	Nippon Life Global Investors Americas New York	$9.67M	+$778K	1	0.91%	Increased
534	Wolverine Asset Management Chicago, Illinois	$9.58M	-$4.09M	2	0.21%	Reduced
535	RT Rockland Trust Hanover, Massachusetts	$9.56M	-$42.1K	1	2.17%	Reduced
536	EIM Emerson Investment Management Boston, Massachusetts	$9.52M	-$24.4K	1	1.87%	Reduced
537	CB Chemical Bank Detroit, Michigan	$9.48M	-$40.9K	1	1.61%	Reduced
538	CAD Craig A. Drill	$9.46M	+$3.32M	1	9.93%	Increased
539	CCT Chemung Canal Trust Elmira, New York	$9.45M	-$86.6K	1	1.87%	Reduced
540	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$9.43M	-$104K	4	0.37%	Reduced
541	PAM Palisade Asset Management Minneapolis, Minnesota	$9.35M	+$363K	1	1.96%	Increased
542	Hennessy Advisors Inc Novato, California	$9.32M	+$345K	2	0.29%	Increased
543	PAM Paradigm Asset Management New York	$9.32M	+$1.88M	3	1.26%	Increased
544	PP PDT Partners New York	$9.27M	+$3.78M	3	0.25%	Increased
545	SIM Spark Investment Management New York	$9.26M	-$438K	4	1.38%	Reduced
546	WAM Wallington Asset Management Indianapolis, Indiana	$9.26M	-$144K	1	3.16%	Reduced
547	Segall Bryant & Hamill Chicago, Illinois	$9.25M	+$374K	2	0.22%	Increased
548	IA Icon Advisers Greenwood Village, Colorado	$9.24M	+$2.93M	1	0.58%	Increased
549	MBTD Mechanics Bank - Trust Department Walnut Creek, California	$9.24M	-$2.32M	2	2.64%	Reduced
550	Cullen/Frost Bankers San Antonio, Texas	$9.23M	+$1.01K	2	0.37%	Increased