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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
726	Cetera Advisor Networks El Segundo, California	$5.36M	-$2.9M	2	0.28%	Reduced
727	RJA Robshaw & Julian Associates Williamsville, New York	$5.28M	+$31K	1	3.9%	Increased
728	GIM Goelzer Investment Management Carmel, Indiana	$5.27M	+$763K	1	0.68%	Increased
729	BRCM Bright Rock Capital Management Hanover, Massachusetts	$5.26M	$0	1	1.63%	Maintained
730	WIC Willis Investment Counsel Gainesville, Georgia	$5.25M	-$109K	1	0.39%	Reduced
731	EVM Evelyn V. Moreno	$5.24M	+$297K	1	1.89%	Increased
732	Jane Street New York	$5.23M	-$1.71M	4	0.02%	Reduced
733	Virtu KCG Holdings New York	$5.19M	-$7.87M	7	0.13%	Reduced
734	PCM Parsons Capital Management Providence, Rhode Island	$5.17M	+$217K	2	0.69%	Increased
735	PPCM Pillar Pacific Capital Management Pacifica, California	$5.17M	+$42.7K	1	0.8%	Increased
736	Congress Asset Management Boston, Massachusetts	$5.16M	-$488K	2	0.11%	Reduced
737	BSPF British Steel Pension Fund London, United Kingdom	$5.15M	$0	2	0.65%	Maintained
738	FCT Family Capital Trust Peabody, Massachusetts	$5.12M	-$13.9K	1	2.95%	Reduced
739	CI Cigna Investments Bloomfield, Connecticut	$5.11M	+$4.97M	3	0.56%	New
740	ST Somerset Trust Somerset, Pennsylvania	$5.1M	+$311K	2	3.02%	Increased
741	NAMP NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania	$5.07M	-$590K	1	2.29%	Reduced
742	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$5.07M	+$5.24K	1	0.54%	Increased
743	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$5.07M	$0	2	1.01%	Maintained
744	CAM Cubic Asset Management Boston, Massachusetts	$5.03M	-$4.71K	1	1.55%	Reduced
745	AL Airain Ltd St. Peter Port, Guernsey	$5.02M	+$1.15M	4	0.4%	Increased
746	OCM Oakwood Capital Management Los Angeles, California	$5.02M	-$55.3K	1	1.28%	Reduced
747	AIM Assured Investment Management New York	$5.01M	+$2.92M	3	0.09%	Increased
748	CL Croft-Leominster Baltimore, Maryland	$4.97M	-$4.79M	0	–	Closed
749	TWI Thomas White International Chicago, Illinois	$4.95M	+$1.9M	1	0.74%	Increased
750	CC Cognios Capital Leawood, Kansas	$4.95M	-$1.27M	2	1.51%	Reduced