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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	CM CS McKee Pittsburgh, Pennsylvania	$9.97M	-$5.41M	1	0.76%	Reduced
527	MAP Managed Asset Portfolios Rochester, Michigan	$9.96M	-$18.6K	1	3.93%	Reduced
528	DL Delta Lloyd Amsterdam, Netherlands	$9.94M	+$3.43M	1	0.31%	Increased
529	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$9.93M	+$532K	5	0.11%	Increased
530	FM Foster & Motley Cincinnati, Ohio	$9.91M	-$212K	2	1.9%	Reduced
531	WPIC White Pine Investment Company Livonia, Michigan	$9.9M	-$141K	2	5.36%	Reduced
532	RFA Reilly Financial Advisors La Mesa, California	$9.89M	-$2M	3	1.71%	Reduced
533	AMI Amica Mutual Insurance Providence, Rhode Island	$9.89M	-$2.19M	3	0.88%	Reduced
534	DSI Daiwa SB Investments Tokyo, Japan	$9.86M	+$8.55K	2	2.59%	Increased
535	LDB Lee, Danner & Bass Nashville, Tennessee	$9.86M	-$60.6K	1	1.16%	Reduced
536	SIM Sentry Investment Management Stevens Point, Wisconsin	$9.84M	-$773K	3	0.41%	Reduced
537	AIP ARS Investment Partners New York	$9.79M	+$1.66M	2	1.51%	Increased
538	FCI Financial Counselors Inc Overland Park, Kansas	$9.76M	+$9.65M	2	0.52%	New
539	HFS Haverford Financial Services Radnor, Pennsylvania	$9.72M	-$39.7K	1	4.1%	Reduced
540	Cohen & Steers New York	$9.7M	$0	1	0.03%	Maintained
541	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$9.65M	+$275K	3	3.04%	Increased
542	NIA Northstar Investment Advisors Denver, Colorado	$9.61M	+$347K	1	2.15%	Increased
543	LPL Financial San Diego, California	$9.61M	+$1.97M	5	0.07%	Increased
544	TCM Twin Capital Management Mcmurray, Pennsylvania	$9.53M	+$204K	2	0.61%	Increased
545	FineMark National Bank & Trust Fort Myers, Florida	$9.49M	+$130K	5	0.76%	Increased
546	WC Woodstock Corp Boston, Massachusetts	$9.45M	+$334K	1	1.92%	Increased
547	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$9.44M	+$6.76K	1	1.77%	Increased
548	SAM Strategy Asset Managers Pasadena, California	$9.39M	+$4.99M	3	2.05%	Increased
549	RAM RK Asset Management Grosse Pointe Farms, Michigan	$9.39M	-$139K	1	7.52%	Reduced
550	IC Inverness Counsel New York	$9.38M	-$3.12M	1	0.71%	Reduced