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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
601	NIM Northeast Investment Management Boston, Massachusetts	$7.03M	+$229K	1	0.71%	Increased
602	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$7.02M	+$6.59M	1	3.26%	New
603	DY Dowling & Yahnke San Diego, California	$7.01M	-$661K	2	0.92%	Reduced
604	Boston Financial Management Boston, Massachusetts	$7.01M	+$14.1K	1	0.92%	Increased
605	GMIM General Motors Investment Management New York	$6.96M	+$122K	5	0.57%	Increased
606	CW Cabot-Wellington Boston, Massachusetts	$6.84M	$0	1	2.54%	Maintained
607	Capital International Los Angeles, California	$6.83M	-$11.9M	1	0.42%	Reduced
608	NIA Northstar Investment Advisors Denver, Colorado	$6.78M	-$17.8K	1	1.76%	Reduced
609	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$6.76M	+$40K	1	0.87%	Increased
610	NAMP NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania	$6.75M	-$14.7K	1	2.93%	Reduced
611	LMR Partners London, United Kingdom	$6.73M	-$1.8M	2	0.54%	Reduced
612	WCM Windward Capital Management Los Angeles, California	$6.72M	+$169K	1	2.14%	Increased
613	CIM Calvert Investment Management Bethesda, Maryland	$6.59M	+$2.14M	1	0.49%	Increased
614	Douglas C. Lane & Associates New York	$6.56M	-$2.48M	1	0.2%	Reduced
615	RAM RK Asset Management Grosse Pointe Farms, Michigan	$6.55M	-$54.8K	1	5.77%	Reduced
616	WB Webster Bank Waterbury, Connecticut	$6.53M	-$555K	1	1.15%	Reduced
617	Creative Planning Overland Park, Kansas	$6.52M	+$971K	8	0.08%	Increased
618	CC Cannell & Co New York	$6.5M	+$12.2K	4	0.2%	Increased
619	Artemis Investment Management Edinburgh, United Kingdom	$6.42M	+$6.14M	1	0.32%	New
620	SSB Sandy Spring Bank Olney, Maryland	$6.4M	+$287K	3	0.79%	Increased
621	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$6.38M	$0	1	1.61%	Maintained
622	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$6.37M	-$2.21K	7	0.48%	Reduced
623	FNFDCM Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$6.32M	-$49.6K	1	1.14%	Reduced
624	CCT Country Club Trust Kansas City, Missouri	$6.32M	+$521K	1	0.85%	Increased
625	GCP GSA Capital Partners London, United Kingdom	$6.32M	-$103K	5	0.33%	Reduced