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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	FM Foster & Motley Cincinnati, Ohio	$13.9M	-$175K	2	3.51%	Reduced
452	FBA Front Barnett Associates Chicago, Illinois	$13.8M	+$11.4K	1	2.69%	Increased
453	Sterling Capital Management Charlotte, North Carolina	$13.6M	+$4.24M	4	0.12%	Increased
454	BAC Boys Arnold & Co Asheville, North Carolina	$13.6M	-$238K	1	2.6%	Reduced
455	KCM Kanawha Capital Management Richmond, Virginia	$13.6M	-$199K	1	2.58%	Reduced
456	SM Stratton Management King Of Prussia, Pennsylvania	$13.4M	-$361K	2	0.64%	Reduced
457	DP Dearborn Partners Chicago, Illinois	$13.4M	+$441K	1	1.56%	Increased
458	Veritable Wilmington, Delaware	$13.4M	+$12K	3	0.29%	Increased
459	United Capital Financial Advisors Irving, Texas	$13.4M	+$8.05M	2	0.46%	Increased
460	Janney Montgomery Scott Philadelphia, Pennsylvania	$13.3M	+$113K	5	0.35%	Increased
461	CIM Contravisory Investment Management Norwell, Massachusetts	$13.2M	+$114K	2	2.54%	Increased
462	NB NBT Bank Norwich, New York	$13.2M	-$594K	1	1.88%	Reduced
463	BAM Barrett Asset Management New York	$13.1M	-$281K	2	1.16%	Reduced
464	Perpetual Ltd Sydney, New South Wales, Australia	$13M	+$2.57M	2	1.7%	Increased
465	BOTW Bank of the West Monterey Park, California	$12.9M	-$805K	2	2.04%	Reduced
466	Mizuho Securities USA New York	$12.8M	-$4.24M	1	1.06%	Reduced
467	Segall Bryant & Hamill Chicago, Illinois	$12.8M	-$750K	2	0.3%	Reduced
468	RW Rand Wealth Baltimore, Maryland	$12.8M	-$155K	1	2.26%	Reduced
469	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$12.7M	+$2.22M	3	0.04%	Increased
470	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$12.6M	+$11.8M	6	0.6%	New
471	MI Markston International White Plains, New York	$12.5M	-$53.5K	3	0.8%	Reduced
472	AMI Amica Mutual Insurance Providence, Rhode Island	$12.5M	$0	3	1.01%	Maintained
473	GGI Godsey & Gibb Inc Richmond, Virginia	$12.5M	+$138K	1	2.53%	Increased
474	Avalon Investment & Advisory Houston, Texas	$12.5M	+$7.36M	1	0.7%	Increased
475	SAM Securian Asset Management St Paul, Minnesota	$12.4M	-$198K	5	0.47%	Reduced