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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
551	Clal Insurance Tel-Aviv, Israel	$9.34M	$0	1	0.17%	Maintained
552	YIA YHB Investment Advisors West Hartford, Connecticut	$9.3M	+$379K	1	1.94%	Increased
553	CIBC World Market Toronto, Ontario, Canada	$9.25M	+$1.45M	3	0.03%	Increased
554	BlueCrest Capital Management St Helier, Jersey	$9.25M	+$5.38M	2	0.51%	Increased
555	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$9.23M	-$89.5K	1	2.77%	Reduced
556	NB NBT Bank Norwich, New York	$9.2M	-$232K	1	1.58%	Reduced
557	KFS Kurt F. Somerville	$9.18M	+$247K	1	2.03%	Increased
558	Xact Kapitalforvaltning Stockholm, Sweden	$9.16M	+$981K	1	0.32%	Increased
559	Alpha Cubed Investments Irvine, California	$9.15M	+$438K	1	2.19%	Increased
560	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$9.1M	-$76.4K	5	0.17%	Reduced
561	SCM Sandler Capital Management New York	$9.1M	+$8.74M	1	0.82%	New
562	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$9.1M	-$808K	3	0.11%	Reduced
563	Bessemer Group Woodbridge, New Jersey	$9.08M	+$1.02M	7	0.04%	Increased
564	NN Investment Partners Holdings The Hague, Netherlands	$9.06M	+$711K	1	0.09%	Increased
565	AL Agran Libbie Santa Monica, California	$9.01M	-$29.2K	2	2.18%	Reduced
566	FAM Foundation Asset Management White Plains, New York	$8.96M	+$8.3M	1	2.72%	New
567	FA FDx Advisors Chicago, Illinois	$8.92M	+$747K	5	0.26%	Increased
568	Smith Salley Wealth Management Greensboro, North Carolina	$8.85M	+$31.5K	2	1.84%	Increased
569	PAM Palisade Asset Management Minneapolis, Minnesota	$8.83M	-$324K	1	1.69%	Reduced
570	Cullen Capital Management New York	$8.82M	+$1.5M	1	0.3%	Increased
571	NP NS Partners London, United Kingdom	$8.79M	+$64.9K	1	1.38%	Increased
572	BCM BTR Capital Management Oakland, California	$8.74M	$0	1	1.96%	Maintained
573	First Merchants Corp Muncie, Indiana	$8.73M	-$78.4K	2	2.59%	Reduced
574	GJIC Gamble Jones Investment Counsel Pasadena, California	$8.69M	+$435K	2	0.96%	Increased
575	M MOTCO San Antonio, Texas	$8.68M	+$32.6K	3	0.97%	Increased