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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	$14.3M	-$210K	2	3.52%	Reduced
452	DVM Dreman Value Management West Palm Beach, Florida	$14.2M	+$1.52M	5	1.1%	Increased
453	Synovus Financial Columbus, Georgia	$14.2M	-$627K	4	0.42%	Reduced
454	Sterling Capital Management Charlotte, North Carolina	$14.1M	+$25.8K	4	0.12%	Increased
455	GL GLG LLC New York	$14.1M	+$13.7M	3	0.47%	New
456	Veritable Wilmington, Delaware	$14M	+$219K	3	0.3%	Increased
457	FBA Front Barnett Associates Chicago, Illinois	$13.9M	-$196K	1	2.7%	Reduced
458	SM Stratton Management King Of Prussia, Pennsylvania	$13.9M	-$24.6K	2	0.64%	Reduced
459	BAC Boys Arnold & Co Asheville, North Carolina	$13.8M	-$149K	1	2.51%	Reduced
460	Wolverine Asset Management Chicago, Illinois	$13.8M	+$2.32M	3	0.29%	Increased
461	KCM Kanawha Capital Management Richmond, Virginia	$13.6M	-$382K	1	2.56%	Reduced
462	CIM Contravisory Investment Management Norwell, Massachusetts	$13.5M	-$26.4K	2	2.66%	Reduced
463	NB NBT Bank Norwich, New York	$13.4M	-$152K	1	1.94%	Reduced
464	WB Webster Bank Waterbury, Connecticut	$13.3M	+$722K	1	1.83%	Increased
465	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$13.3M	+$13M	1	2.8%	New
466	Salem Investment Counselors Winston Salem, North Carolina	$13.3M	+$796K	2	1.64%	Increased
467	BAM Barrett Asset Management New York	$13.2M	-$233K	2	1.15%	Reduced
468	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$13.2M	-$317K	3	0.05%	Reduced
469	UMA USA Mutuals Advisors Dallas, Texas	$13.2M	+$1.18M	2	5.45%	Increased
470	Janney Montgomery Scott Philadelphia, Pennsylvania	$13.1M	-$589K	4	0.32%	Reduced
471	MI Markston International White Plains, New York	$13.1M	-$32.8K	3	0.82%	Reduced
472	RW Rand Wealth Baltimore, Maryland	$13M	-$118K	1	2.25%	Reduced
473	AMI Amica Mutual Insurance Providence, Rhode Island	$13M	$0	3	1.05%	Maintained
474	SAM Securian Asset Management St Paul, Minnesota	$12.9M	-$92.4K	5	0.47%	Reduced
475	SCM Sandler Capital Management New York	$12.9M	+$12.6M	1	0.45%	New