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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
651	WB Webster Bank Waterbury, Connecticut	$6.68M	+$27.4K	3	0.98%	Increased
652	Ferguson Wellman Capital Management Portland, Oregon	$6.68M	-$8.55M	2	0.27%	Reduced
653	OPCM Osborne Partners Capital Management San Francisco, California	$6.67M	-$398K	1	0.98%	Reduced
654	First National Trust Hermitage, Pennsylvania	$6.64M	-$12.1K	2	0.93%	Reduced
655	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$6.64M	-$574K	1	3.5%	Reduced
656	BOIA Bush ODonnell Investment Advisors St Louis, Missouri	$6.6M	-$210K	1	4.4%	Reduced
657	SMM Stadion Money Management Watkinsville, Georgia	$6.55M	-$64.3K	2	0.21%	Reduced
658	NRS Neville Rodie & Shaw New York	$6.54M	-$28.6K	1	0.77%	Reduced
659	First Citizens Bank & Trust Raleigh, North Carolina	$6.53M	-$2.12M	3	0.72%	Reduced
660	FHAM Folger Hill Asset Management New York	$6.5M	+$6.48M	2	0.59%	New
661	Boston Financial Management Boston, Massachusetts	$6.5M	-$247K	1	0.51%	Reduced
662	SIM Spark Investment Management New York	$6.48M	+$2.16M	3	0.53%	Increased
663	SI SII Investments Appleton, Wisconsin	$6.47M	+$1.2M	4	0.48%	Increased
664	Choate Investment Advisors Boston, Massachusetts	$6.45M	-$58.1K	2	0.41%	Reduced
665	Ameritas Investment Partners Lincoln, Nebraska	$6.43M	-$57.6K	5	0.32%	Reduced
666	RSVP Ramsay Stattman Vela & Price Colorado Springs, Colorado	$6.37M	-$12.1K	1	3.01%	Reduced
667	PP Palladium Partners Norfolk, Virginia	$6.37M	+$212K	3	0.54%	Increased
668	EI EAM Investors Solana Beach, California	$6.35M	+$2.75M	1	0.84%	Increased
669	LP Luzich Partners Las Vegas, Nevada	$6.34M	+$6.51M	1	5.78%	New
670	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$6.32M	+$2.52M	2	0.8%	Increased
671	CCC Chelsea Counsel Company Los Angeles, California	$6.29M	-$515K	2	3.31%	Reduced
672	MCM Monarch Capital Management Fort Wayne, Indiana	$6.29M	+$55.3K	2	2.35%	Increased
673	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$6.29M	+$438K	2	0.7%	Increased
674	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$6.28M	-$497K	2	0.67%	Reduced
675	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$6.22M	-$4.89M	1	1.18%	Reduced