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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
451	GIA GHP Investment Advisors Denver, Colorado	$19.3M	-$23.5K	5	1.31%	Reduced
452	SCM SKBA Capital Management San Francisco, California	$19.3M	+$18.8K	1	3.57%	Increased
453	CK Cohen Klingenstein New York	$19.3M	-$129K	2	0.97%	Reduced
454	TSAM Trinity Street Asset Management London, United Kingdom	$19.2M	+$2.91M	1	3.11%	Increased
455	TCM Telos Capital Management San Diego, California	$19.1M	-$51.6K	3	2.78%	Reduced
456	NP NS Partners London, United Kingdom	$19.1M	+$935K	1	1.15%	Increased
457	SCA Stillwater Capital Advisors Devon, Pennsylvania	$19M	-$279K	1	4.01%	Reduced
458	AWAM Appian Way Asset Management New York	$18.9M	-$21.3M	1	6.59%	Reduced
459	South Dakota Investment Council Sioux Falls, South Dakota	$18.9M	-$791K	3	0.42%	Reduced
460	JB Capital Wethersfield, Connecticut	$18.8M	+$576K	2	1.84%	Increased
461	HRT Financial New York	$18.8M	+$12.6M	4	0.27%	Increased
462	CIS Connors Investor Services Wyomissing, Pennsylvania	$18.8M	-$1.15M	1	2.34%	Reduced
463	SSB Sandy Spring Bank Olney, Maryland	$18.7M	+$202K	4	1.11%	Increased
464	HFS Haverford Financial Services Radnor, Pennsylvania	$18.7M	-$9.97K	1	5.14%	Reduced
465	LG LaFleur & Godfrey Grand Rapids, Michigan	$18.5M	+$2.17M	2	3.09%	Increased
466	DZ Bank Frankfurt Am Main, Germany	$18.5M	+$16.6M	1	0.03%	Increased
467	Rathbones Group Liverpool, United Kingdom	$18.4M	+$1.64M	2	0.21%	Increased
468	GPSPJS General Pension Society PZU Joint Stock Warsaw, Poland	$18.4M	$0	1	8.03%	Maintained
469	U.S. Capital Wealth Advisors Austin, Texas	$18.3M	+$271K	5	0.85%	Increased
470	Capital Analysts LLC Fort Washington, Pennsylvania	$18.3M	+$304K	3	1.12%	Increased
471	RA Rovida Advisors Fort Lauderdale, Florida	$18.3M	-$191K	1	6.73%	Reduced
472	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$17.9M	-$25K	4	0.21%	Reduced
473	TNB Thomasville National Bank Thomasville, Georgia	$17.9M	+$23.7K	1	2.06%	Increased
474	Stonegate Investment Group Birmingham, Alabama	$17.9M	-$415K	3	0.77%	Reduced
475	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$17.8M	+$3.68M	2	2.5%	Increased