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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
1076	MIM Marco Investment Management Atlanta, Georgia	$1.49M	+$25.1K	3	0.21%	Increased
1077	BA Bennicas & Associates Portola Valley, California	$1.48M	-$10.9K	1	1.22%	Reduced
1078	AP Advisor Partners Walnut Creek, California	$1.48M	+$30.2K	2	0.85%	Increased
1079	DTL Dynamic Technology Lab Singapore	$1.48M	+$864K	4	0.72%	Increased
1080	Ronald Blue & Co Roswell, Georgia	$1.48M	-$156K	2	0.1%	Reduced
1081	ING Group Amsterdam, Netherlands	$1.47M	-$721K	1	0.01%	Reduced
1082	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$1.47M	-$3.51K	4	1.21%	Reduced
1083	TH Timber Hill Greenwich, Connecticut	$1.45M	+$1.27M	2	0.01%	Increased
1084	BCM Boltwood Capital Management Walnut Creek, California	$1.44M	+$77.1K	1	0.43%	Increased
1085	CT Cambridge Trust Cambridge, Massachusetts	$1.44M	+$90.5K	1	0.13%	Increased
1086	RB Rodgers Brothers Harmony, Pennsylvania	$1.44M	+$83.8K	2	0.75%	Increased
1087	HCM Howland Capital Management Boston, Massachusetts	$1.43M	-$8.16K	1	0.15%	Reduced
1088	LCM Leonard Capital Management Vero Beach, Florida	$1.43M	$0	1	0.53%	Maintained
1089	SGAM Steinberg Global Asset Management Boca Raton, Florida	$1.42M	+$65.4K	1	0.33%	Increased
1090	DSI Daiwa SB Investments Tokyo, Japan	$1.42M	-$10.3M	1	0.18%	Reduced
1091	CCM Compton Capital Management Providence, Rhode Island	$1.4M	+$5.49K	1	0.76%	Increased
1092	Financial Engines Advisors Santa Clara, California	$1.4M	+$79.5K	1	1.08%	Increased
1093	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$1.39M	-$13.1K	1	0.73%	Reduced
1094	Chilton Capital Management Houston, Texas	$1.39M	+$369K	1	0.15%	Increased
1095	ECM EagleClaw Capital Management Boston, Massachusetts	$1.38M	+$16.3K	1	0.94%	Increased
1096	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$1.38M	$0	3	1.16%	Maintained
1097	Shinko Asset Management Company Tokyo, Japan	$1.37M	-$145K	3	0.01%	Reduced
1098	Cetera Advisors Denver, Colorado	$1.37M	+$198K	2	0.1%	Increased
1099	KAM Kokusai Asset Management Tokyo, Japan	$1.37M	-$76.3K	1	2.04%	Reduced
1100	PCM Prelude Capital Management New York	$1.36M	-$1.89M	3	0.19%	Reduced