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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	FineMark National Bank & Trust Fort Myers, Florida	$15.6M	-$2.3K	3	0.78%	Reduced
527	People's United Financial Bridgeport, Connecticut	$15.6M	-$194K	3	0.43%	Reduced
528	BNP Paribas Asset Management Paris, France	$15.5M	-$60.2K	3	0.11%	Reduced
529	Ingalls & Snyder LLC New York	$15.3M	+$5.63K	1	0.83%	Increased
530	CA CapWealth Advisors Franklin, Tennessee	$15.1M	+$515K	1	1.91%	Increased
531	AGA Altrinsic Global Advisors Stamford, Connecticut	$15M	-$1.46M	1	0.63%	Reduced
532	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$15M	-$1.2M	3	0.76%	Reduced
533	YIA YHB Investment Advisors West Hartford, Connecticut	$14.9M	+$520K	2	2.13%	Increased
534	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$14.9M	-$298K	3	1.03%	Reduced
535	First National Bank of Omaha Omaha, Nebraska	$14.8M	-$77.7K	2	0.9%	Reduced
536	JCM Janney Capital Management Pittsburgh, Pennsylvania	$14.8M	-$279K	2	0.8%	Reduced
537	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$14.8M	+$3.16M	2	0.79%	Increased
538	Veritable Wilmington, Delaware	$14.8M	-$61.2K	3	0.27%	Reduced
539	CIS Connors Investor Services Wyomissing, Pennsylvania	$14.8M	+$959K	1	1.88%	Increased
540	SM Soapstone Management Bethesda, Maryland	$14.7M	+$1.34M	1	9.32%	Increased
541	LDB Lee, Danner & Bass Nashville, Tennessee	$14.6M	-$214K	2	1.52%	Reduced
542	MC Moors & Cabot Boston, Massachusetts	$14.6M	+$623K	4	1.46%	Increased
543	SAM Shell Asset Management The Hague, Netherlands	$14.5M	-$2.46M	4	0.31%	Reduced
544	Stephens Inc Little Rock, Arkansas	$14.5M	-$754K	4	0.3%	Reduced
545	MC Middleton & Co Boston, Massachusetts	$14.4M	-$73.9K	2	2.05%	Reduced
546	MAI Capital Management Independence, Ohio	$14.3M	+$830K	3	0.46%	Increased
547	TNB TCF National Bank Sioux Falls, South Dakota	$14.3M	+$134K	3	1.61%	Increased
548	LMR Partners London, United Kingdom	$14.3M	-$2.51M	3	0.02%	Reduced
549	ECG Edge Capital Group Atlanta, Georgia	$14.2M	-$1.43M	2	1.39%	Reduced
550	VCM Vigilant Capital Management Portland, Maine	$14.2M	+$12.6M	4	1.65%	Increased