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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
526	RT Rockland Trust Hanover, Massachusetts	$8.12M	+$548K	1	1.59%	Increased
527	Ladenburg Thalmann Financial Services Miami, Florida	$8.11M	-$231K	9	0.17%	Reduced
528	TCW Group Los Angeles, California	$8.11M	+$8.45K	2	0.06%	Increased
529	Veritable Wilmington, Delaware	$8.08M	+$525K	2	0.24%	Increased
530	DSI Daiwa SB Investments Tokyo, Japan	$8.01M	+$7.51M	2	1.83%	Increased
531	CDH Charles D. Hyman	$7.96M	-$285K	2	1.39%	Reduced
532	Engineers Gate Manager New York	$7.89M	+$8.04M	4	0.67%	Increased
533	Douglass Winthrop Advisors New York	$7.88M	-$151K	2	0.62%	Reduced
534	SIM Sentry Investment Management Stevens Point, Wisconsin	$7.87M	+$100K	3	0.39%	Increased
535	Cubist Systematic Strategies Stamford, Connecticut	$7.85M	+$6.75M	4	0.4%	Increased
536	Raymond James Trust St. Petersburg, Florida	$7.83M	-$112K	3	0.88%	Reduced
537	WPIC White Pine Investment Company Livonia, Michigan	$7.83M	+$3.89M	2	5.02%	Increased
538	Kentucky Retirement Systems Frankfort, Kentucky	$7.81M	+$74.1K	3	0.67%	Increased
539	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$7.79M	+$153K	1	1.07%	Increased
540	Cohen & Steers New York	$7.77M	+$1.12M	1	0.02%	Increased
541	Aristeia Capital Greenwich, Connecticut	$7.75M	-$22M	1	0.39%	Reduced
542	HFS Haverford Financial Services Radnor, Pennsylvania	$7.75M	+$737K	1	3.58%	Increased
543	WIC Willis Investment Counsel Gainesville, Georgia	$7.74M	$0	1	0.76%	Maintained
544	Creative Planning Overland Park, Kansas	$7.73M	+$1.18M	8	0.07%	Increased
545	AL Agran Libbie Santa Monica, California	$7.72M	-$34.7K	2	2.16%	Reduced
546	LOCB Lombard Odier & Cie (Bahamas) Nassau, Bahamas	$7.69M	$0	1	2.92%	Maintained
547	AL Airain Ltd St. Peter Port, Guernsey	$7.68M	+$5.38M	1	0.46%	Increased
548	PEAK6 Group Chicago, Illinois	$7.61M	-$2.26M	2	0.04%	Reduced
549	Moore Capital Management New York	$7.47M	+$4.86M	1	0.35%	Increased
550	PAS Professional Advisory Services Vero Beach, Florida	$7.47M	+$1.02M	1	1.87%	Increased