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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
1101	RIM Regent Investment Management Louisville, Kentucky	$994K	+$1.01M	1	0.77%	New
1102	11A 10-15 Associates Goshen, New York	$990K	+$1M	1	0.46%	New
1103	CBT Central Bank & Trust Lexington, Kentucky	$989K	+$997K	2	0.47%	New
1104	Perkins Investment Management Chicago, Illinois	$988K	+$998K	1	0.01%	New
1105	Needham Investment Management New York	$985K	+$951K	1	0.23%	New
1106	CFA Carroll Financial Associates Charlotte, North Carolina	$981K	+$992K	2	0.48%	New
1107	Mairs & Power Inc St Paul, Minnesota	$981K	+$992K	1	0.02%	New
1108	FSC Fiduciary Services Corp Savannah, Georgia	$975K	+$985K	1	0.43%	New
1109	DIA Dean Investment Associates Beavercreek, Ohio	$957K	+$981K	1	0.27%	New
1110	Hershey Trust Company Hershey, Pennsylvania	$935K	+$945K	1	0.01%	New
1111	MM Midas Management New York	$929K	+$939K	1	0.62%	New
1112	AP Advisor Partners Walnut Creek, California	$926K	+$918K	2	0.76%	New
1113	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$926K	+$936K	1	1.4%	New
1114	KFS KMS Financial Services Seattle, Washington	$924K	+$942K	2	0.26%	New
1115	PWM ParenteBeard Wealth Management York, Pennsylvania	$912K	+$921K	1	0.41%	New
1116	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$905K	+$915K	1	0.27%	New
1117	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$899K	+$908K	1	0.01%	New
1118	ECAM East Coast Asset Management Essex, Massachusetts	$898K	+$904K	2	0.49%	New
1119	GVT Genesee Valley Trust Pittsford, New York	$885K	+$895K	1	0.69%	New
1120	Farmers & Merchants Investments Inc Lincoln, Nebraska	$884K	+$894K	2	0.14%	New
1121	Rathbones Group Liverpool, United Kingdom	$882K	+$891K	1	0.12%	New
1122	Ancora Advisors Cleveland, Ohio	$881K	+$851K	1	0.15%	New
1123	BCA Benchmark Capital Advisors New York	$869K	+$827K	2	0.67%	New
1124	Atria Investments Charlotte, North Carolina	$868K	+$886K	2	0.11%	New
1125	NPC National Planning Corporation El Segundo, California	$867K	+$869K	1	0.11%	New