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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
376	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$20.5M	+$2.26M	2	1.81%	Increased
377	Peregrine Capital Management Minneapolis, Minnesota	$20.5M	-$1.72M	1	0.51%	Reduced
378	WAM Winslow Asset Management Beachwood, Ohio	$20.4M	-$4.33M	2	4.29%	Reduced
379	GGHC Gilder Gagnon Howe & Co New York	$20.4M	+$17.5M	1	0.22%	Increased
380	HCM Huber Capital Management El Segundo, California	$20.4M	-$1.72M	1	2.16%	Reduced
381	Salem Investment Counselors Winston Salem, North Carolina	$20.4M	-$110K	2	2.08%	Reduced
382	SW SVB Wealth Boston, Massachusetts	$20.4M	-$7.39M	3	0.8%	Reduced
383	RHJA Rice Hall James & Associates San Diego, California	$19.9M	+$1.66M	2	0.64%	Increased
384	Birch Hill Investment Advisors Boston, Massachusetts	$19.9M	-$176K	1	1.51%	Reduced
385	CAM Cacti Asset Management Atlanta, Georgia	$19.7M	+$5.18M	1	1.59%	Increased
386	MAM Mastrapasqua Asset Management Nashville, Tennessee	$19.7M	-$651K	3	3.75%	Reduced
387	Dai-ichi Life Insurance Company Tokyo, Japan	$19.6M	-$8.73M	3	0.48%	Reduced
388	LIA LS Investment Advisors Bloomfield Hills, Michigan	$19.6M	+$1.72M	7	1.22%	Increased
389	Alpha Cubed Investments Irvine, California	$19.5M	+$1.11M	1	2.37%	Increased
390	Martingale Asset Management Boston, Massachusetts	$19.5M	+$1.15M	3	0.21%	Increased
391	FFA First Foundation Advisors Irvine, California	$19.5M	-$3.02M	1	1.16%	Reduced
392	BOK Financial Tulsa, Oklahoma	$19.5M	-$2.82M	3	0.47%	Reduced
393	Oppenheimer & Co New York	$19.3M	-$2.67M	5	0.52%	Reduced
394	PFM Parsec Financial Management Asheville, North Carolina	$19.2M	+$115K	3	1.22%	Increased
395	Todd Asset Management Louisville, Kentucky	$19.1M	-$10M	1	0.54%	Reduced
396	MIM Martin Investment Management Palm Beach Gardens, Florida	$19.1M	+$7.21K	2	4.97%	Increased
397	TCOV Trust Company of Vermont Brattleboro, Vermont	$19.1M	+$15.4K	3	1.64%	Increased
398	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$19M	-$110K	3	1.91%	Reduced
399	ING Group Amsterdam, Netherlands	$18.9M	-$3.94M	3	0.41%	Reduced
400	DCM Dupont Capital Management Wilmington, Delaware	$18.7M	-$8.35M	5	0.43%	Reduced