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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	WC Wynnefield Capital New York	$12.4M	-$5.29M	1	4.69%	Reduced
452	CIM Contravisory Investment Management Norwell, Massachusetts	$12.4M	+$130K	1	2.58%	Increased
453	Virtu KCG Holdings New York	$12.3M	+$11.9M	6	0.16%	New
454	Synovus Financial Columbus, Georgia	$12.3M	-$2.32M	3	0.38%	Reduced
455	RW Rand Wealth Baltimore, Maryland	$12.3M	+$160K	1	2.43%	Increased
456	DP Dearborn Partners Chicago, Illinois	$12.3M	+$388K	1	1.61%	Increased
457	Copeland Capital Management Conshohocken, Pennsylvania	$12.2M	+$1.01M	2	1.9%	Increased
458	SIM Sentry Investment Management Stevens Point, Wisconsin	$12.2M	+$1.37M	4	0.72%	Increased
459	WB Webster Bank Waterbury, Connecticut	$12.2M	-$4.46M	2	1.88%	Reduced
460	Janney Montgomery Scott Philadelphia, Pennsylvania	$12.1M	+$7.64M	5	0.36%	Increased
461	RGI River Global Investors London, United Kingdom	$12.1M	-$19.5M	1	2.73%	Reduced
462	Paradigm Capital Management Inc Albany, New York	$12.1M	-$18.5M	3	0.73%	Reduced
463	Capstone Investment Advisors New York	$12M	+$1.42M	1	0.12%	Increased
464	Wolverine Asset Management Chicago, Illinois	$12M	+$1.37M	1	0.27%	Increased
465	Luther King Capital Management (LKCM) Fort Worth, Texas	$11.9M	-$4.99M	4	0.1%	Reduced
466	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$11.8M	+$2.48M	4	2.49%	Increased
467	CI Cooper Investors Melbourne, Victoria, Australia	$11.7M	+$1.63M	1	4.57%	Increased
468	GGI Godsey & Gibb Inc Richmond, Virginia	$11.7M	-$75.2K	1	2.59%	Reduced
469	Zurich Cantonal Bank Zurich, Switzerland	$11.6M	-$4.76M	3	0.4%	Reduced
470	SAM Securian Asset Management St Paul, Minnesota	$11.5M	+$19.3K	5	0.46%	Increased
471	BOIA Bush ODonnell Investment Advisors St Louis, Missouri	$11.5M	-$95.5K	1	5.55%	Reduced
472	AMI Amica Mutual Insurance Providence, Rhode Island	$11.5M	$0	3	0.98%	Maintained
473	Segall Bryant & Hamill Chicago, Illinois	$11.3M	-$702K	2	0.28%	Reduced
474	PAS Professional Advisory Services Vero Beach, Florida	$11.2M	-$1.17M	1	3.17%	Reduced
475	Salem Investment Counselors Winston Salem, North Carolina	$11.2M	+$66.5K	1	1.56%	Increased