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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	PFM Parsec Financial Management Asheville, North Carolina	$8.17M	-$1.29M	2	0.5%	Reduced
602	DP Dearborn Partners Chicago, Illinois	$8.16M	+$279K	2	0.41%	Increased
603	Cerity Partners New York	$8.11M	-$497K	3	0.33%	Reduced
604	MIM Martin Investment Management Palm Beach Gardens, Florida	$8.07M	+$1.29M	2	2.91%	Increased
605	PP Palladium Partners Norfolk, Virginia	$8.04M	-$151K	3	0.51%	Reduced
606	BRCM Bright Rock Capital Management Hanover, Massachusetts	$8.04M	+$8.51M	1	2.38%	New
607	WIC Willis Investment Counsel Gainesville, Georgia	$7.99M	$0	1	0.72%	Maintained
608	Kentucky Retirement Systems Frankfort, Kentucky	$7.96M	-$1.48M	2	0.49%	Reduced
609	FCCM First City Capital Management Savannah, Georgia	$7.96M	+$3.79M	3	2.96%	Increased
610	HR Howe & Rusling Rochester, New York	$7.93M	+$2.29M	3	1.36%	Increased
611	KCP KDI Capital Partners Raleigh, North Carolina	$7.92M	-$509K	1	3.95%	Reduced
612	DIA Davidson Investment Advisors Great Falls, Montana	$7.9M	+$300K	1	0.84%	Increased
613	CAC Core Alternative Capital Peachtree Corners, Georgia	$7.88M	-$589K	2	2.68%	Reduced
614	Hosking Partners London, United Kingdom	$7.86M	-$278K	1	0.24%	Reduced
615	ECG Edge Capital Group Atlanta, Georgia	$7.84M	+$417K	2	0.78%	Increased
616	GD Grandfield & Dodd New York	$7.77M	+$5.85M	1	0.7%	Increased
617	Pentwater Capital Management Naples, Florida	$7.77M	+$7.8M	1	0.1%	Increased
618	KPCM Kings Point Capital Management Great Neck, New York	$7.74M	+$574K	2	0.97%	Increased
619	GH GAM Holding Zurich, Switzerland	$7.73M	-$1.02M	3	0.47%	Reduced
620	Intact Investment Management Montreal, Quebec, Canada	$7.72M	+$3.57M	2	0.27%	Increased
621	Veritable Wilmington, Delaware	$7.69M	-$37.1K	3	0.15%	Reduced
622	ATC Argent Trust Co Nashville, Tennessee	$7.68M	+$65.9K	4	0.68%	Increased
623	Gratus Capital Atlanta, Georgia	$7.68M	+$7.04M	2	1.2%	Increased
624	Cannell & Spears New York	$7.59M	+$403K	2	0.72%	Increased
625	AL AJO LP Philadelphia, Pennsylvania	$7.58M	-$3.93M	2	0.08%	Reduced