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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
301	ACM American Capital Management New York	$35.9M	+$2.3M	1	0.92%	Increased
302	Country Trust Bank Bloomington, Illinois	$35.7M	-$533K	3	0.97%	Reduced
303	Cambridge Investment Research Advisors Fairfield, Iowa	$35.6M	+$569K	6	0.16%	Increased
304	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$35.5M	-$1.62M	3	2.62%	Reduced
305	Stephens Investment Management Group Houston, Texas	$35.3M	+$75K	2	0.46%	Increased
306	Scout Investments Kansas City, Missouri	$35.2M	-$4.72M	2	0.51%	Reduced
307	Allianz Asset Management Munich, Germany	$35.1M	-$2.99M	5	0.02%	Reduced
308	Advisors Capital Management Ridgewood, New Jersey	$34.9M	+$1.34M	4	0.95%	Increased
309	HRT Financial New York	$34.6M	-$64.5M	4	0.2%	Reduced
310	MSL Mackay Shields LLC New York	$34.1M	-$1.13M	3	0.28%	Reduced
311	Mercer Global Advisors Denver, Colorado	$34.1M	-$207K	4	0.21%	Reduced
312	Los Angeles Capital Management Los Angeles, California	$33.8M	+$10.1M	6	0.13%	Increased
313	Oppenheimer & Co New York	$33.5M	+$3.45M	6	0.59%	Increased
314	Pacer Advisors Malvern, Pennsylvania	$33.5M	+$10.2M	7	0.34%	Increased
315	HC Henshaw Capital Woburn, Massachusetts	$33.5M	+$151K	3	1.87%	Increased
316	AGA Altrinsic Global Advisors Stamford, Connecticut	$33.4M	-$908K	1	1.06%	Reduced
317	CIC Canal Insurance Company Greenville, South Carolina	$33.4M	+$3.72M	4	9.76%	Increased
318	Connectus Wealth Cincinnati, Ohio	$33M	+$33.4M	3	1.28%	New
319	Klingenstein Fields & Co New York	$33M	-$594K	1	1.33%	Reduced
320	ZWJ Investment Counsel Atlanta, Georgia	$32.7M	+$1.23M	3	1.67%	Increased
321	CIM Chiron Investment Management New York	$32.7M	+$10.4M	2	3.58%	Increased
322	FineMark National Bank & Trust Fort Myers, Florida	$32.5M	+$71K	3	1.23%	Increased
323	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$32.1M	+$367K	3	0.61%	Increased
324	CTI Community Trust & Investment Versailles, Kentucky	$32.1M	-$2.84M	2	2.47%	Reduced
325	London & Capital Asset Management London, United Kingdom	$32.1M	+$1.67M	1	1.97%	Increased