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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	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$7.57M	-$810K	2	0.79%	Reduced
627	GIM Goelzer Investment Management Carmel, Indiana	$7.55M	-$28.3K	2	0.7%	Reduced
628	NCM Novare Capital Management Charlotte, North Carolina	$7.5M	+$732K	1	1.06%	Increased
629	Rathbones Group Liverpool, United Kingdom	$7.45M	-$71.2K	2	0.13%	Reduced
630	Great Lakes Advisors Chicago, Illinois	$7.45M	+$1.16M	4	0.16%	Increased
631	DY Dowling & Yahnke San Diego, California	$7.44M	+$71.3K	2	0.6%	Increased
632	SCM SKBA Capital Management San Francisco, California	$7.44M	+$183K	1	1.48%	Increased
633	Hantz Financial Services Southfield, Michigan	$7.38M	+$90.6K	2	0.38%	Increased
634	YIA YHB Investment Advisors West Hartford, Connecticut	$7.34M	-$120K	2	0.8%	Reduced
635	AT Arden Trust Wilmington, Delaware	$7.34M	-$231K	3	1.32%	Reduced
636	ROC Running Oak Capital Edina, Minnesota	$7.31M	+$7.74M	2	2.67%	New
637	DAM Delta Asset Management Memphis, Tennessee	$7.27M	+$7.57M	3	0.87%	Increased
638	Shelton Capital Management Denver, Colorado	$7.24M	+$5.27M	4	0.3%	Increased
639	MGWM Marks Group Wealth Management Minnetonka, Minnesota	$7.16M	+$7.57M	2	1.29%	New
640	PAM Peak Asset Management Louisville, Colorado	$7.13M	+$1.12M	1	2.13%	Increased
641	TNB TCF National Bank Sioux Falls, South Dakota	$7.1M	+$1.31M	3	0.84%	Increased
642	CCP Clifford Capital Partners Alpine, Utah	$7.05M	+$12.1K	1	3.41%	Increased
643	BCM Bourgeon Capital Management Darien, Connecticut	$7.02M	+$2.15M	2	2.13%	Increased
644	Bailard Foster City, California	$6.98M	-$131K	3	0.36%	Reduced
645	MIA MainStreet Investment Advisors Chicago, Illinois	$6.96M	+$368K	2	0.54%	Increased
646	Cetera Advisors Denver, Colorado	$6.96M	+$861K	3	0.26%	Increased
647	QS Investors New York	$6.95M	+$1.63M	3	0.09%	Increased
648	WAS Wesleyan Assurance Society Birmingham, United Kingdom	$6.91M	+$7.32M	1	1.14%	New
649	BPM Bronson Point Management Fairfield, Connecticut	$6.91M	+$7.31M	1	5.53%	New
650	Capital Investment Advisors Atlanta, Georgia	$6.86M	+$1.66M	3	0.33%	Increased