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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
576	CCT Chemung Canal Trust Elmira, New York	$8.17M	-$891K	1	1.94%	Reduced
577	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$8.06M	-$363K	5	0.12%	Reduced
578	Arrowstreet Capital Boston, Massachusetts	$8.04M	-$3.57M	2	0.03%	Reduced
579	Douglass Winthrop Advisors New York	$8.02M	-$610K	2	0.57%	Reduced
580	NIA Northstar Investment Advisors Denver, Colorado	$7.97M	+$370K	1	1.84%	Increased
581	NN Investment Partners Holdings The Hague, Netherlands	$7.96M	-$7.13M	1	0.08%	Reduced
582	KFS Kurt F. Somerville	$7.94M	+$538K	1	1.78%	Increased
583	TCM Twin Capital Management Mcmurray, Pennsylvania	$7.92M	-$407K	1	0.59%	Reduced
584	Cullen/Frost Bankers San Antonio, Texas	$7.89M	-$223K	2	0.29%	Reduced
585	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$7.86M	+$36.4K	1	1.75%	Increased
586	Kornitzer Capital Management Shawnee Mission, Kansas	$7.8M	-$60K	1	0.14%	Reduced
587	DY Dowling & Yahnke San Diego, California	$7.74M	+$116K	2	0.93%	Increased
588	AIP ARS Investment Partners New York	$7.73M	-$188K	2	1.73%	Reduced
589	First Merchants Corp Muncie, Indiana	$7.73M	+$805K	2	2.55%	Increased
590	GJIC Gamble Jones Investment Counsel Pasadena, California	$7.71M	+$68.5K	2	0.84%	Increased
591	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$7.66M	+$888K	3	2.66%	Increased
592	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$7.64M	+$205K	1	1.99%	Increased
593	Evercore Wealth Management New York	$7.61M	-$847K	4	0.34%	Reduced
594	SCCM Schafer Cullen Capital Management New York	$7.59M	+$649K	3	0.09%	Increased
595	VW Vantage Wealth Pasadena, California	$7.57M	+$117K	1	4.82%	Increased
596	CCT Country Club Trust Kansas City, Missouri	$7.42M	+$235K	1	1.08%	Increased
597	FA FDx Advisors Chicago, Illinois	$7.42M	+$790K	4	0.34%	Increased
598	ECM Estabrook Capital Management New York	$7.42M	-$165K	3	1.11%	Reduced
599	GIA Granite Investment Advisors Concord, New Hampshire	$7.41M	-$59K	1	1.5%	Reduced
600	Nippon Life Global Investors Americas New York	$7.37M	-$410K	1	0.7%	Reduced