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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	WPIC White Pine Investment Company Livonia, Michigan	$9.13M	-$145K	2	5.36%	Reduced
527	DSI Daiwa SB Investments Tokyo, Japan	$9.06M	-$46.1K	2	2.34%	Reduced
528	HFS Haverford Financial Services Radnor, Pennsylvania	$9.05M	-$73.5K	1	3.89%	Reduced
529	Cohen & Steers New York	$8.99M	-$1.09M	1	0.02%	Reduced
530	MSL Mackay Shields LLC New York	$8.98M	$0	1	0.4%	Maintained
531	Capital Fund Management (CFM) Paris, France	$8.94M	+$9.24M	3	0.08%	New
532	Virginia Retirement Systems Richmond, Virginia	$8.93M	+$2.58M	3	0.13%	Increased
533	PFM Parsec Financial Management Asheville, North Carolina	$8.91M	+$365K	1	0.81%	Increased
534	GCP GSA Capital Partners London, United Kingdom	$8.85M	+$5.4M	4	0.48%	Increased
535	Clal Insurance Tel-Aviv, Israel	$8.78M	$0	1	0.2%	Maintained
536	NB NBT Bank Norwich, New York	$8.75M	-$154K	1	1.52%	Reduced
537	Segall Bryant & Hamill Chicago, Illinois	$8.75M	+$153K	4	0.22%	Increased
538	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$8.74M	-$377K	1	1.67%	Reduced
539	BCM BTR Capital Management Oakland, California	$8.74M	+$559K	1	1.96%	Increased
540	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$8.71M	+$812K	5	0.11%	Increased
541	TCW Group Los Angeles, California	$8.67M	-$822K	2	0.07%	Reduced
542	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$8.64M	-$56K	1	2.5%	Reduced
543	OCM Olstein Capital Management Purchase, New York	$8.64M	$0	1	1.14%	Maintained
544	TCM Twin Capital Management Mcmurray, Pennsylvania	$8.64M	+$817K	1	0.58%	Increased
545	Private Advisor Group Morristown, New Jersey	$8.57M	-$547K	2	0.35%	Reduced
546	Brown Brothers Harriman & Co New York	$8.55M	-$880K	3	0.05%	Reduced
547	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$8.54M	$0	3	1.1%	Maintained
548	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$8.54M	+$621K	3	2.84%	Increased
549	NIA Northstar Investment Advisors Denver, Colorado	$8.52M	+$698K	1	1.95%	Increased
550	PAM Palisade Asset Management Minneapolis, Minnesota	$8.49M	+$17.4K	1	1.58%	Increased