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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	SCCM Schafer Cullen Capital Management New York	$8.99M	-$1.19M	3	0.11%	Reduced
527	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$8.98M	+$572K	1	1.17%	Increased
528	SCA Stillwater Capital Advisors Devon, Pennsylvania	$8.96M	-$603K	1	2.75%	Reduced
529	WPIC White Pine Investment Company Livonia, Michigan	$8.91M	-$2.36K	2	5.49%	Reduced
530	TCW Group Los Angeles, California	$8.91M	+$16.2K	2	0.06%	Increased
531	OCM Olstein Capital Management Purchase, New York	$8.84M	$0	1	1.14%	Maintained
532	NB NBT Bank Norwich, New York	$8.84M	-$237K	1	1.58%	Reduced
533	CI Investments Inc Toronto, Ontario, Canada	$8.8M	+$4.96M	2	0.11%	Increased
534	QIM Quantitative Investment Management Charlottesville, Virginia	$8.8M	+$2.3M	4	0.53%	Increased
535	Daiwa Securities Group Tokyo, Japan	$8.78M	+$518K	3	0.06%	Increased
536	Brown Brothers Harriman & Co New York	$8.76M	-$10.9M	5	0.05%	Reduced
537	BCM BTR Capital Management Oakland, California	$8.67M	-$928K	1	1.97%	Reduced
538	WDA Wendell David Associates Portsmouth, New Hampshire	$8.67M	-$624K	2	1.71%	Reduced
539	Whittier Trust South Pasadena, California	$8.64M	-$528K	4	0.39%	Reduced
540	Douglass Winthrop Advisors New York	$8.52M	-$9.44K	2	0.63%	Reduced
541	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$8.52M	+$413K	1	1.76%	Increased
542	DSI Daiwa SB Investments Tokyo, Japan	$8.48M	-$552K	1	1.98%	Reduced
543	CCT Chemung Canal Trust Elmira, New York	$8.44M	+$1.17M	1	1.95%	Increased
544	Braun Stacey Associates New York	$8.43M	+$7.94M	2	0.53%	Increased
545	LG Leuthold Group Minneapolis, Minnesota	$8.36M	+$409K	1	0.88%	Increased
546	AL Agran Libbie Santa Monica, California	$8.26M	-$119K	2	2.17%	Reduced
547	DCM Dupont Capital Management Wilmington, Delaware	$8.21M	-$5.98M	1	0.2%	Reduced
548	BSPF British Steel Pension Fund London, United Kingdom	$8.2M	+$8.11M	2	0.83%	New
549	Clal Insurance Tel-Aviv, Israel	$8.09M	$0	1	0.22%	Maintained
550	YIA YHB Investment Advisors West Hartford, Connecticut	$8.03M	+$58.1K	1	1.82%	Increased