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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
351	Colony Group Boston, Massachusetts	$24.1M	+$483K	3	0.7%	Increased
352	Advisors Asset Management Monument, Colorado	$24M	+$8.05M	7	0.47%	Increased
353	HC Henshaw Capital Woburn, Massachusetts	$23.9M	-$1.24M	3	2.03%	Reduced
354	Klingenstein Fields & Co New York	$23.8M	+$21.2M	1	1.3%	Increased
355	FineMark National Bank & Trust Fort Myers, Florida	$23.7M	+$9.93M	3	1.31%	Increased
356	FMW Farr Miller & Washington Washington, District of Columbia	$23.6M	-$14.3M	1	1.93%	Reduced
357	AIM Allen Investment Management New York	$22.9M	-$6.61M	1	0.48%	Reduced
358	Sit Investment Associates Minneapolis, Minnesota	$22.8M	-$2.23M	4	0.72%	Reduced
359	MUFG Americas New York	$22.7M	-$3.29M	3	0.65%	Reduced
360	Oppenheimer & Co New York	$22.7M	-$135K	4	0.59%	Reduced
361	Dai-ichi Life Insurance Company Tokyo, Japan	$22.5M	+$6.82M	3	0.52%	Increased
362	Nissay Asset Management Tokyo, Japan	$22.5M	+$1.33M	3	0.44%	Increased
363	Pinnacle Associates New York	$22.2M	+$3.52M	3	0.55%	Increased
364	Fiduciary Trust Boston, Massachusetts	$21.6M	-$4.58M	3	0.53%	Reduced
365	MAI Capital Management Independence, Ohio	$21.5M	+$9.24M	4	0.67%	Increased
366	Sarasin & Partners London, United Kingdom	$21.4M	+$21.7M	1	0.34%	New
367	Clifford Swan Investment Counsel Pasadena, California	$21.3M	-$4.34M	4	1.09%	Reduced
368	RG Renaissance Group Covington, Kentucky	$21.2M	+$105K	1	1.01%	Increased
369	Becker Capital Management Portland, Oregon	$20.9M	+$19.9M	1	1.19%	Increased
370	WesBanco Bank Wheeling, West Virginia	$20.8M	+$10.8M	2	1.02%	Increased
371	Engineers Gate Manager New York	$20.8M	+$15.2M	7	1.06%	Increased
372	ANI American National Insurance Galveston, Texas	$20.6M	-$4.16M	2	1.07%	Reduced
373	SCM Sirios Capital Management Boston, Massachusetts	$20.5M	+$20.8M	1	1.67%	New
374	Steward Partners Investment Advisory New York	$20M	+$877K	7	0.57%	Increased
375	PR Payden & Rygel Los Angeles, California	$20M	+$20.2M	2	1.28%	Increased