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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
476	BT Beacon Trust Morristown, New Jersey	$11.6M	-$48.2K	2	1.78%	Reduced
477	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$11.5M	-$5.7M	2	1.46%	Reduced
478	WDA Wendell David Associates Portsmouth, New Hampshire	$11.5M	+$617K	2	2.25%	Increased
479	LSA L & S Advisors Los Angeles, California	$11.5M	+$10.4M	2	3.6%	Increased
480	William Blair & Company Chicago, Illinois	$11.5M	-$441K	3	0.02%	Reduced
481	Luther King Capital Management (LKCM) Fort Worth, Texas	$11.5M	+$34.2K	2	0.09%	Increased
482	SRCM Sterling Ridge Capital Management New York	$11.4M	+$10.7M	1	4.5%	New
483	AP Archon Partners Princeton Junction, New Jersey	$11.3M	$0	1	2.93%	Maintained
484	DnB Asset Management Oslo, Norway	$11.2M	-$8.28M	1	0.25%	Reduced
485	BAM Barrett Asset Management New York	$11.2M	-$95.9K	2	0.88%	Reduced
486	Nomura Holdings Tokyo, Japan	$11.2M	+$3.22M	4	0.03%	Increased
487	BOTW Bank of the West Monterey Park, California	$11.2M	+$418K	1	1.63%	Increased
488	Fuller & Thaler Asset Management San Mateo, California	$11.2M	-$725K	5	0.4%	Reduced
489	LI LMCG Investments Boston, Massachusetts	$11.1M	-$43.2K	1	0.24%	Reduced
490	ZWJ Investment Counsel Atlanta, Georgia	$11.1M	+$366K	1	1.12%	Increased
491	CAMI Concord Asset Management (Illinois) Chicago, Illinois	$11.1M	-$76.4K	1	3.84%	Reduced
492	Hennessy Advisors Inc Novato, California	$11.1M	+$384K	2	0.31%	Increased
493	SCA Stillwater Capital Advisors Devon, Pennsylvania	$10.9M	+$512K	1	3.26%	Increased
494	Envestnet Asset Management Chicago, Illinois	$10.7M	-$830K	5	0.11%	Reduced
495	HR Howe & Rusling Rochester, New York	$10.5M	+$422K	2	2.52%	Increased
496	SCM SKBA Capital Management San Francisco, California	$10.4M	-$76.1K	1	0.8%	Reduced
497	BPB Badgley, Phelps & Bell Seattle, Washington	$10.3M	-$89.3K	1	1.01%	Reduced
498	FCI Financial Counselors Inc Overland Park, Kansas	$10.3M	+$126K	2	0.65%	Increased
499	Smith Salley Wealth Management Greensboro, North Carolina	$10.3M	+$227K	3	2.66%	Increased
500	CDH Charles D. Hyman	$10.2M	+$524K	2	1.65%	Increased