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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
776	Visium Asset Management New York	$4.45M	-$11.7M	3	0.06%	Reduced
777	ST Semper Trust King Of Prussia, Pennsylvania	$4.44M	-$312K	2	2.07%	Reduced
778	BRCM Bright Rock Capital Management Hanover, Massachusetts	$4.44M	+$117K	1	1.65%	Increased
779	CCC Cincinnati Casualty Company Fairfield, Ohio	$4.44M	$0	1	5.15%	Maintained
780	CVSCT C.V. Starr & Co Trust New York	$4.44M	$0	1	1.66%	Maintained
781	Meiji Yasuda Asset Management Tokyo, Japan	$4.44M	+$384K	2	1.04%	Increased
782	WCM Investment Management Laguna Beach, California	$4.43M	+$259K	1	0.1%	Increased
783	SCM Salem Capital Management Woburn, Massachusetts	$4.4M	+$286K	1	2.28%	Increased
784	Nippon Life Insurance Tokyo, Japan	$4.37M	-$383K	1	0.11%	Reduced
785	Cypress Capital Group Palm Beach, Florida	$4.36M	+$38.7K	2	1%	Increased
786	J.P. Marvel Investment Advisors Boston, Massachusetts	$4.36M	-$81.7K	1	1.47%	Reduced
787	SFU Stonehage Fleming (UK) London, United Kingdom	$4.36M	+$144K	2	1.96%	Increased
788	NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$4.36M	$0	2	0.85%	Maintained
789	WhitTier Trust Company Reno, Nevada	$4.32M	+$47.9K	4	0.48%	Increased
790	Geneva Advisors Chicago, Illinois	$4.32M	-$25.1K	1	0.08%	Reduced
791	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$4.32M	-$55.9K	1	2.41%	Reduced
792	Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$4.31M	+$95.2K	3	0.73%	Increased
793	EVM Evelyn V. Moreno	$4.3M	-$86.7K	1	1.71%	Reduced
794	GLRA Gerald L. Ray & Associates Dallas, Texas	$4.27M	+$87.5K	1	0.65%	Increased
795	ANBTV American National Bank & Trust (Virginia) Danville, Virginia	$4.21M	-$696K	1	2%	Reduced
796	DG Davidson & Garrard Lynchburg, Virginia	$4.21M	-$1.17K	1	0.98%	Reduced
797	Whitney & Co Rochester, New York	$4.2M	+$193K	1	1.83%	Increased
798	SIM Spark Investment Management New York	$4.2M	+$439K	2	0.59%	Increased
799	Girard Partners King Of Prussia, Pennsylvania	$4.18M	+$188K	1	2.34%	Increased
800	TSBJ Trevor, Stewart, Burton & Jacobsen New York	$4.17M	-$12.2K	1	3.71%	Reduced