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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
451	BAM Barrett Asset Management New York	$11M	+$11.1M	1	1.12%	New
452	CPS Counsel Portfolio Services Mississauga, Ontario, Canada	$11M	+$10.4M	1	1.33%	New
453	Confluence Investment Management St. Louis, Missouri	$10.9M	+$11M	1	0.75%	New
454	FM Foster & Motley Cincinnati, Ohio	$10.9M	+$10.7M	2	3.02%	New
455	HighTower Advisors Chicago, Illinois	$10.8M	+$10.8M	3	0.3%	New
456	CCM Cadence Capital Management Boston, Massachusetts	$10.8M	+$10.9M	1	0.51%	New
457	Capstone Investment Advisors New York	$10.8M	+$9.26M	1	0.11%	New
458	United Capital Financial Advisors Irving, Texas	$10.7M	+$10.9M	2	0.29%	New
459	PAS Professional Advisory Services Vero Beach, Florida	$10.7M	+$10.8M	1	3.2%	New
460	AIA Affinity Investment Advisors Newport Beach, California	$10.7M	+$10.2M	2	0.93%	New
461	Two Sigma Investments New York	$10.6M	+$9.49M	3	0.07%	New
462	CIM Contravisory Investment Management Norwell, Massachusetts	$10.6M	+$10.7M	1	2.35%	New
463	Rothschild & Co Asset Management US Stamford, Connecticut	$10.5M	+$9.89M	1	0.25%	New
464	RW Rand Wealth Baltimore, Maryland	$10.4M	+$10.5M	1	2.28%	New
465	FAM Fiduciary Asset Management St. Louis, Missouri	$10.3M	+$10.4M	1	2.25%	New
466	SM Stratton Management King Of Prussia, Pennsylvania	$10.2M	+$10.2M	2	0.59%	New
467	DP Dearborn Partners Chicago, Illinois	$10.2M	+$10.3M	1	1.45%	New
468	Copeland Capital Management Conshohocken, Pennsylvania	$10.1M	+$10.4M	2	1.82%	New
469	GGI Godsey & Gibb Inc Richmond, Virginia	$10.1M	+$10.2M	1	2.34%	New
470	SIM Sentry Investment Management Stevens Point, Wisconsin	$10.1M	+$10.2M	4	0.58%	New
471	BOIA Bush ODonnell Investment Advisors St Louis, Missouri	$10M	+$10.1M	1	5%	New
472	SAM Securian Asset Management St Paul, Minnesota	$10M	+$9.98M	5	0.41%	New
473	AMI Amica Mutual Insurance Providence, Rhode Island	$9.9M	+$9.87M	3	0.87%	New
474	FNB First Niagara Bank Lockport, New York	$9.76M	+$9.87M	2	2.05%	New
475	RA Rational Advisors Huntington, New York	$9.74M	+$9.64M	6	0.82%	New