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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	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$11.6M	+$774K	1	2.21%	Increased
527	Veritable Wilmington, Delaware	$11.6M	-$5.49K	3	0.24%	Reduced
528	RCM Riverpark Capital Management New York	$11.5M	-$1.18M	1	2.31%	Reduced
529	BCM BTR Capital Management Oakland, California	$11.5M	+$46.7K	1	2.22%	Increased
530	BPCA Bank Pictet & Cie (Asia) Singapore	$11.5M	$0	1	5.27%	Maintained
531	BAC Boys Arnold & Co Asheville, North Carolina	$11.4M	-$30.1K	1	1.67%	Reduced
532	PAM Private Asset Management San Diego, California	$11.4M	+$122K	1	1.84%	Increased
533	JA JLB & Associates Plymouth, Michigan	$11.4M	+$86.8K	2	2.43%	Increased
534	WAM World Asset Management Detroit, Michigan	$11.4M	+$193K	5	0.55%	Increased
535	KFS Kurt F. Somerville	$11.3M	+$581K	1	2.5%	Increased
536	Smith Salley Wealth Management Greensboro, North Carolina	$11.3M	+$344K	2	1.94%	Increased
537	TCM Twin Capital Management Mcmurray, Pennsylvania	$11.3M	-$2.21M	1	0.57%	Reduced
538	Advisors Capital Management Ridgewood, New Jersey	$11.2M	+$2.41M	1	0.77%	Increased
539	RIM Redpoint Investment Management Sydney, NSW, Australia	$11.2M	-$428K	3	0.61%	Reduced
540	Johnson Investment Counsel Cincinnati, Ohio	$11.2M	+$6.92M	2	0.27%	Increased
541	MIM Martin Investment Management Palm Beach Gardens, Florida	$11.1M	+$247K	1	2.8%	Increased
542	CB Chemical Bank Detroit, Michigan	$11.1M	-$175K	1	1.19%	Reduced
543	YIA YHB Investment Advisors West Hartford, Connecticut	$11.1M	+$50.5K	1	1.81%	Increased
544	WC Woodstock Corp Boston, Massachusetts	$11M	-$32.3K	1	2.03%	Reduced
545	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$11M	+$752K	3	0.98%	Increased
546	Nippon Life Global Investors Americas New York	$11M	+$1.14M	1	0.87%	Increased
547	MCM Murphy Capital Management Bedminster, New Jersey	$10.9M	-$410K	2	1.58%	Reduced
548	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$10.9M	+$9.24K	2	1.85%	Increased
549	RFA Reilly Financial Advisors La Mesa, California	$10.9M	-$222K	3	1.55%	Reduced
550	GECH Garnet Equity Capital Holdings New York	$10.9M	$0	2	9.41%	Maintained