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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
626	NIA Northstar Investment Advisors Denver, Colorado	$7.67M	+$39.2K	1	1.96%	Increased
627	Capstone Investment Advisors New York	$7.64M	+$7.74M	1	0.12%	New
628	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$7.63M	+$629K	1	2.3%	Increased
629	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$7.62M	+$63.3K	1	0.89%	Increased
630	CCT Country Club Trust Kansas City, Missouri	$7.57M	-$114K	1	1.07%	Reduced
631	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$7.56M	-$230K	1	2.2%	Reduced
632	NIM Northeast Investment Management Boston, Massachusetts	$7.55M	-$11.7K	1	0.74%	Reduced
633	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$7.53M	+$620K	3	0.98%	Increased
634	OCM Olstein Capital Management Purchase, New York	$7.5M	-$2.02M	1	0.81%	Reduced
635	CW Cabot-Wellington Boston, Massachusetts	$7.43M	-$163K	1	3.16%	Reduced
636	Cambridge Investment Research Advisors Fairfield, Iowa	$7.42M	+$236K	4	0.21%	Increased
637	SSB Sandy Spring Bank Olney, Maryland	$7.41M	+$41.8K	4	0.86%	Increased
638	Boston Financial Management Boston, Massachusetts	$7.41M	-$341K	1	0.93%	Reduced
639	LG Leuthold Group Minneapolis, Minnesota	$7.39M	+$27.5K	1	0.69%	Increased
640	FA FDx Advisors Chicago, Illinois	$7.34M	+$1.62M	4	0.16%	Increased
641	Washington Trust Westerly, Rhode Island	$7.32M	+$191K	1	0.49%	Increased
642	DVM Dreman Value Management West Palm Beach, Florida	$7.26M	-$2.08M	3	0.63%	Reduced
643	FAAM First Allied Asset Management San Diego, California	$7.25M	-$383K	1	1.02%	Reduced
644	Reinhart Partners Mequon, Wisconsin	$7.22M	-$317K	2	0.53%	Reduced
645	BPB Badgley, Phelps & Bell Seattle, Washington	$7.2M	-$3.32M	1	0.71%	Reduced
646	PP Palladium Partners Norfolk, Virginia	$7.13M	-$203K	2	0.61%	Reduced
647	RAM RK Asset Management Grosse Pointe Farms, Michigan	$7.07M	+$101K	1	5.5%	Increased
648	MCM Maple Capital Management Montpelier, Vermont	$7.06M	+$211K	1	2.46%	Increased
649	FNFDCM Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$7.06M	-$2.99K	1	1.23%	Reduced
650	WB Webster Bank Waterbury, Connecticut	$7.03M	+$1.12K	1	1.16%	Increased