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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
1176	SIM SSI Investment Management Los Angeles, California	$1.18M	+$202K	3	0.12%	Increased
1177	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$1.16M	+$34.3K	1	0.28%	Increased
1178	FIM Freedom Investment Management Hartford, Connecticut	$1.16M	+$297K	3	0.25%	Increased
1179	ESBC E.S. Barr & Co Lexington, Kentucky	$1.16M	+$1.29K	1	0.14%	Increased
1180	PWM ParenteBeard Wealth Management York, Pennsylvania	$1.15M	-$1.49M	1	0.57%	Reduced
1181	Grimes & Company Westborough, Massachusetts	$1.15M	-$50.2K	1	0.32%	Reduced
1182	HA Halsey Associates New Haven, Connecticut	$1.15M	$0	2	0.26%	Maintained
1183	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$1.14M	-$169K	1	0.71%	Reduced
1184	SCA Salient Capital Advisors Houston, Texas	$1.14M	+$729K	1	0.03%	Increased
1185	CP Camelot Portfolios Maumee, Ohio	$1.14M	+$11.4K	1	0.77%	Increased
1186	MHIM MacNealy Hoover Investment Management Canton, Ohio	$1.13M	-$5.92K	1	1.02%	Reduced
1187	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$1.13M	$0	1	0.01%	Maintained
1188	BFIM Beese Fulmer Investment Management Canton, Ohio	$1.13M	$0	2	0.39%	Maintained
1189	ST Spinnaker Trust Portland, Maine	$1.12M	+$19.4K	2	0.18%	Increased
1190	TT Tower Trust Fort Wayne, Indiana	$1.12M	-$128K	1	0.71%	Reduced
1191	KIG Kovitz Investment Group Chicago, Illinois	$1.1M	-$221K	1	0.06%	Reduced
1192	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$1.1M	+$1.08M	1	1.04%	New
1193	BFC Blue Fin Capital Warren, Rhode Island	$1.09M	-$18.2K	2	0.96%	Reduced
1194	JIP Jaffetilchin Investment Partners Tampa, Florida	$1.09M	+$195K	2	0.43%	Increased
1195	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$1.09M	+$49.8K	3	0.29%	Increased
1196	RIM Regent Investment Management Louisville, Kentucky	$1.09M	$0	1	0.57%	Maintained
1197	FAG Financial Advisory Group Houston, Texas	$1.08M	$0	1	0.6%	Maintained
1198	Associated Banc-Corp Green Bay, Wisconsin	$1.08M	-$134K	2	0.07%	Reduced
1199	CIM CIM Investment Management Pittsburgh, Pennsylvania	$1.07M	-$24.2K	1	0.49%	Reduced
1200	AP Appleton Partners Boston, Massachusetts	$1.07M	-$127K	1	0.25%	Reduced