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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	CIBC World Markets New York	$9.63M	+$9.55M	1	0.25%	New
527	Segall Bryant & Hamill Chicago, Illinois	$9.57M	-$3.68M	3	0.25%	Reduced
528	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$9.53M	+$4.13M	1	1.74%	Increased
529	Cambridge Investment Research Advisors Fairfield, Iowa	$9.5M	+$1.17M	6	0.2%	Increased
530	Brown Brothers Harriman & Co New York	$9.49M	+$156K	4	0.05%	Increased
531	BOTW Bank of the West Monterey Park, California	$9.47M	-$987K	2	1.35%	Reduced
532	DCM Dupont Capital Management Wilmington, Delaware	$9.47M	+$1.6M	2	0.21%	Increased
533	Veritable Wilmington, Delaware	$9.47M	-$177K	2	0.24%	Reduced
534	Private Advisor Group Morristown, New Jersey	$9.42M	+$1.28M	3	0.38%	Increased
535	LDB Lee, Danner & Bass Nashville, Tennessee	$9.37M	-$5.38K	1	1.14%	Reduced
536	FM Foster & Motley Cincinnati, Ohio	$9.28M	-$275K	2	1.83%	Reduced
537	DSI Daiwa SB Investments Tokyo, Japan	$9.24M	+$19.5K	2	2.67%	Increased
538	HFS Haverford Financial Services Radnor, Pennsylvania	$9.21M	-$266K	1	3.89%	Reduced
539	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$9.19M	-$10.2K	1	1.79%	Reduced
540	EA Euclid Advisors Hartford, Connecticut	$9.14M	-$3.21M	3	0.4%	Reduced
541	MSL Mackay Shields LLC New York	$9.06M	$0	1	0.45%	Maintained
542	WIC Willis Investment Counsel Gainesville, Georgia	$9M	+$103K	1	0.77%	Increased
543	NB NBT Bank Norwich, New York	$8.98M	-$236K	1	1.57%	Reduced
544	Markel Group Glen Allen, Virginia	$8.96M	+$2.6M	1	0.24%	Increased
545	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$8.94M	-$22.6M	3	0.1%	Reduced
546	RAM RK Asset Management Grosse Pointe Farms, Michigan	$8.91M	-$691K	1	7.95%	Reduced
547	WPIC White Pine Investment Company Livonia, Michigan	$8.85M	+$19.7K	2	5.31%	Increased
548	MFP Michael F. Price	$8.84M	-$3.65M	2	1.17%	Reduced
549	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$8.78M	-$163K	1	2.5%	Reduced
550	Amalgamated Bank New York	$8.75M	+$2.66M	5	0.51%	Increased