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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
551	JWM JGP Wealth Management Bend, Oregon	$10.5M	+$558K	3	2.44%	Increased
552	SST S Squared Technology New York	$10.5M	-$3.29M	1	6.01%	Reduced
553	TIAM TT International Asset Management London, United Kingdom	$10.5M	+$10.1M	1	0.48%	New
554	KCM Kanawha Capital Management Richmond, Virginia	$10.4M	+$73.9K	2	1.07%	Increased
555	KPCM Kings Point Capital Management Great Neck, New York	$10.4M	+$747K	2	1.11%	Increased
556	Capital Analysts LLC Fort Washington, Pennsylvania	$10.2M	+$728K	3	0.9%	Increased
557	First National Trust Hermitage, Pennsylvania	$10.2M	-$44.7K	2	0.7%	Reduced
558	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$10.2M	-$267K	1	1.29%	Reduced
559	GIM Grassi Investment Management Santa Clara, California	$10.1M	+$740K	2	1.29%	Increased
560	RCM Ratan Capital Management Miami Beach, Florida	$10.1M	+$4.54M	1	1.18%	Increased
561	DP Dearborn Partners Chicago, Illinois	$10M	-$44.4K	2	0.46%	Reduced
562	Gratus Capital Atlanta, Georgia	$10M	+$671K	2	1.34%	Increased
563	SCM Segantii Capital Management Hong Kong	$10M	+$7.62M	1	0.46%	New
564	UMA USA Mutuals Advisors Dallas, Texas	$10M	$0	2	18.21%	Maintained
565	Quantbot Technologies New York	$10M	-$9.48M	3	1.04%	Reduced
566	CCT Country Club Trust Kansas City, Missouri	$9.97M	-$235K	1	1.02%	Reduced
567	UMB Bank Kansas City, Missouri	$9.97M	-$9.2M	2	0.27%	Reduced
568	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$9.97M	+$4.04K	2	3.61%	Increased
569	WIC Willis Investment Counsel Gainesville, Georgia	$9.93M	$0	1	0.68%	Maintained
570	Citizens Financial Group Providence, Rhode Island	$9.92M	-$286K	3	0.57%	Reduced
571	HR Howe & Rusling Rochester, New York	$9.88M	+$272K	3	1.5%	Increased
572	SCM SKBA Capital Management San Francisco, California	$9.86M	+$565K	1	1.65%	Increased
573	Vontobel Holding Zurich, Switzerland	$9.8M	+$9.1M	3	0.06%	New
574	Johnson Investment Counsel Cincinnati, Ohio	$9.79M	-$966K	3	0.16%	Reduced
575	VIP Vantage Investment Partners Kansas City, Missouri	$9.68M	-$1.18M	1	0.56%	Reduced