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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
576	WC Woodstock Corp Boston, Massachusetts	$7.55M	+$18.2K	1	1.5%	Increased
577	ECM Exchange Capital Management Ann Arbor, Michigan	$7.53M	+$172K	2	3.95%	Increased
578	AHC Adell Harriman & Carpenter Houston, Texas	$7.47M	-$17.3K	1	2.1%	Reduced
579	Boston Financial Management Boston, Massachusetts	$7.43M	-$151K	1	1.12%	Reduced
580	WAM Wood Asset Management Sarasota, Florida	$7.4M	-$844K	1	2.11%	Reduced
581	SCA Stillwater Capital Advisors Devon, Pennsylvania	$7.34M	-$10.9K	1	4.34%	Reduced
582	First National Bank of Omaha Omaha, Nebraska	$7.29M	+$4.99M	1	0.63%	Increased
583	PIM Platinum Investment Management Sydney Australia 2000, Australia	$7.22M	$0	1	0.13%	Maintained
584	Envestnet Asset Management Chicago, Illinois	$7.16M	-$1.96M	5	0.09%	Reduced
585	TH Timber Hill Greenwich, Connecticut	$7.14M	+$6.92M	3	0.03%	New
586	Choate Investment Advisors Boston, Massachusetts	$7.13M	-$284K	3	0.53%	Reduced
587	HFS Haverford Financial Services Radnor, Pennsylvania	$7M	-$688K	1	3.86%	Reduced
588	WI WBI Investments Red Bank, New Jersey	$6.97M	+$7.15M	1	0.33%	New
589	WCM Windward Capital Management Los Angeles, California	$6.96M	-$280K	1	2.73%	Reduced
590	BOK Bank of Kentucky Crestview Hills,, Kentucky	$6.9M	+$161K	2	1.98%	Increased
591	Great Lakes Advisors Chicago, Illinois	$6.89M	+$29.7K	3	0.31%	Increased
592	NAMP NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania	$6.87M	-$22.2K	1	3.51%	Reduced
593	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$6.87M	-$2.04M	1	1.15%	Reduced
594	CA Cullinan Associates Louisville, Kentucky	$6.84M	-$1.96M	2	0.92%	Reduced
595	Capital International Inc Los Angeles, California	$6.78M	-$9.21M	1	0.3%	Reduced
596	MA Menlo Advisors Menlo Park, California	$6.76M	$0	1	5.26%	Maintained
597	CW Cabot-Wellington Boston, Massachusetts	$6.74M	+$127K	1	2.64%	Increased
598	OA OFI Advisors Philadelphia, Pennsylvania	$6.69M	-$469K	7	0.64%	Reduced
599	MAM Mastrapasqua Asset Management Nashville, Tennessee	$6.67M	-$422K	1	1.63%	Reduced
600	DIA Denver Investment Advisors Denver, Colorado	$6.65M	+$4.56M	1	0.14%	Increased