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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	Brown Brothers Harriman & Co New York	$8.66M	-$533K	3	0.05%	Reduced
577	Guinness Asset Management London, United Kingdom	$8.61M	+$1.31M	1	2.07%	Increased
578	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$8.59M	+$155K	1	1.77%	Increased
579	Shelton Capital Management Denver, Colorado	$8.57M	+$1.4M	4	0.65%	Increased
580	BPCA Bank Pictet & Cie (Asia) Singapore	$8.55M	+$2.11M	1	4.37%	Increased
581	OCM Olstein Capital Management Purchase, New York	$8.55M	-$737K	1	1.1%	Reduced
582	CIS Connors Investor Services Wyomissing, Pennsylvania	$8.51M	+$89.2K	1	1.45%	Increased
583	Douglass Winthrop Advisors New York	$8.51M	-$87.3K	2	0.57%	Reduced
584	Daiwa Securities Group Tokyo, Japan	$8.31M	-$2.45M	3	0.05%	Reduced
585	NIM Northeast Investment Management Boston, Massachusetts	$8.28M	+$1.11M	1	0.79%	Increased
586	Cullen/Frost Bankers San Antonio, Texas	$8.23M	-$17.9K	2	0.28%	Reduced
587	DY Dowling & Yahnke San Diego, California	$8.23M	-$140K	2	0.92%	Reduced
588	VW Vantage Wealth Pasadena, California	$8.1M	-$153K	1	4.45%	Reduced
589	Whittier Trust South Pasadena, California	$8.07M	-$558K	4	0.34%	Reduced
590	VIA Virtus Investment Advisers Hartford, Connecticut	$8.05M	+$2.19M	3	0.62%	Increased
591	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$8.01M	+$5.2M	3	1.01%	Increased
592	BST Bath Savings Trust Bath, Maine	$7.99M	+$59K	1	2.46%	Increased
593	MC Moors & Cabot Boston, Massachusetts	$7.96M	-$208K	4	1.31%	Reduced
594	TU TDAM USA Toronto, Ontario, Canada	$7.95M	-$810K	1	0.42%	Reduced
595	SSB Sandy Spring Bank Olney, Maryland	$7.95M	+$47.8K	4	0.82%	Increased
596	Cubist Systematic Strategies Stamford, Connecticut	$7.94M	-$948K	5	0.63%	Reduced
597	FBP Flippin Bruce & Porter Lynchburg, Virginia	$7.94M	+$378K	1	1.93%	Increased
598	AHC Adell Harriman & Carpenter Houston, Texas	$7.93M	+$251K	1	1.97%	Increased
599	Cookson Peirce & Co Pittsburgh, Pennsylvania	$7.92M	+$24.6K	2	1.1%	Increased
600	CCT Country Club Trust Kansas City, Missouri	$7.91M	-$2.45K	1	1.24%	Reduced