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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	Nikko Asset Management Americas New York	$11M	+$543K	4	0.29%	Increased
552	SSB Sandy Spring Bank Olney, Maryland	$11M	+$125K	3	0.93%	Increased
553	WAS Wesleyan Assurance Society Birmingham, United Kingdom	$11M	+$10.3M	1	2.27%	New
554	Citizens Financial Group Providence, Rhode Island	$11M	-$152K	4	0.81%	Reduced
555	IFM Investors Melbourne, Australia	$10.9M	+$1.02M	3	0.7%	Increased
556	MI Markston International White Plains, New York	$10.8M	+$361K	2	1.26%	Increased
557	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$10.7M	-$3.8M	3	0.16%	Reduced
558	TIA Tandem Investment Advisors Charleston, South Carolina	$10.7M	+$381K	1	2.35%	Increased
559	TAL TIG Advisors LLC New York	$10.6M	$0	1	0.44%	Maintained
560	CC Courier Capital Buffalo, New York	$10.6M	+$1.89M	2	1.38%	Increased
561	CIS Connors Investor Services Wyomissing, Pennsylvania	$10.6M	+$274K	1	1.44%	Increased
562	WC Whitney & Co Rochester, New York	$10.6M	+$196K	2	2.4%	Increased
563	NCM Novare Capital Management Charlotte, North Carolina	$10.6M	+$413K	1	1.65%	Increased
564	PWPCM Perella Weinberg Partners Capital Management New York	$10.5M	+$7.52M	2	0.5%	Increased
565	CNB Camden National Bank Camden, Maine	$10.4M	-$229K	1	2.53%	Reduced
566	AIM Allen Investment Management New York	$10.4M	+$7.27M	1	0.33%	Increased
567	Flossbach Von Storch Cologne, Germany	$10.4M	-$35.6M	1	0.1%	Reduced
568	TCM Tufton Capital Management Hunt Valley, Maryland	$10.4M	+$87.9K	2	2.21%	Increased
569	RIA RPG Investment Advisory Pleasanton, California	$10.3M	+$363K	3	2.42%	Increased
570	Glenview Trust Louisville, Kentucky	$10.3M	-$333K	1	0.66%	Reduced
571	Driehaus Capital Management Chicago, Illinois	$10.3M	-$6.27M	1	0.39%	Reduced
572	MCM Murphy Capital Management Bedminster, New Jersey	$10.3M	-$494K	2	1.57%	Reduced
573	FSA Franklin Street Advisors Chapel Hill, North Carolina	$10.3M	+$369K	2	1.43%	Increased
574	VV Verity & Verity Beaufort, South Carolina	$10.2M	+$376K	1	2.35%	Increased
575	Johnson Investment Counsel Cincinnati, Ohio	$10.2M	+$809K	2	0.22%	Increased