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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
876	IAS IMA Advisory Services Denver, Colorado	$2.32M	+$2.37M	3	1.26%	New
877	CCM Coe Capital Management Highland Park, Illinois	$2.31M	+$2.37M	1	0.89%	New
878	SIA SeaBridge Investment Advisors Summit, New Jersey	$2.31M	+$2.34M	1	0.61%	New
879	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$2.31M	+$2.33M	2	1.71%	New
880	GF Gerstein Fisher New York	$2.3M	+$2.33M	4	0.55%	New
881	FIM Fruth Investment Management Houston, Texas	$2.29M	+$2.33M	2	1.29%	New
882	WIC Woodmont Investment Counsel Nashville, Tennessee	$2.29M	+$2.3M	2	0.76%	New
883	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$2.29M	+$2.31M	1	1.05%	New
884	GLRA Gerald L. Ray & Associates Dallas, Texas	$2.28M	+$2.3M	1	0.51%	New
885	Amalgamated Bank New York	$2.28M	+$2.3M	1	0.83%	New
886	KIA KCM Investment Advisors Greenbrae, California	$2.27M	+$2.3M	1	0.27%	New
887	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$2.27M	+$2.29M	1	0.91%	New
888	SWITC Stewart West Indies Trading Company Boulder, Colorado	$2.27M	+$2.19M	1	0.26%	New
889	1832 Asset Management Toronto, Ontario, Canada	$2.26M	+$2.28M	1	0.01%	New
890	PWAP Private Wealth Advisors (Pennsylvania) Greensburg, Pennsylvania	$2.26M	+$2.28M	1	1.41%	New
891	GA Geneva Advisors Chicago, Illinois	$2.25M	+$2.28M	1	0.05%	New
892	QIM Quantitative Investment Management Charlottesville, Virginia	$2.23M	+$2.12M	2	0.39%	New
893	Boston Trust Walden Boston, Massachusetts	$2.2M	+$2.21M	2	0.04%	New
894	LMAM Legg Mason Asset Management Tokyo, Japan	$2.19M	+$2.06M	1	1.17%	New
895	Park National Corp Newark, Ohio	$2.19M	+$2.18M	2	0.18%	New
896	SWK Stephen W. Kidder	$2.17M	+$2.2M	1	1.75%	New
897	MSI Financial Services Springfield, Massachusetts	$2.17M	+$2.18M	4	0.44%	New
898	MA Marshwinds Advisory St Simons Island, Georgia	$2.15M	+$2.07M	2	1.28%	New
899	SC StellarOne Corp Charlottesville, Virginia	$2.15M	+$2.17M	3	1.65%	New
900	Livforsakringsbolaget Skandia Stockholm, Sweden	$2.14M	+$2.12M	2	1.54%	New