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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	Capital Analysts LLC Fort Washington, Pennsylvania	$18.6M	+$853K	3	1.04%	Increased
452	SCM SKBA Capital Management San Francisco, California	$18.6M	-$49K	1	3.36%	Reduced
453	Hudson Bay Capital Management Stamford, Connecticut	$18.6M	+$11.7M	1	0.14%	Increased
454	MC Moors & Cabot Boston, Massachusetts	$18.6M	-$64.4K	5	1.23%	Reduced
455	VI Versor Investments New York	$18.5M	-$14M	3	3.2%	Reduced
456	JB Capital Wethersfield, Connecticut	$18.3M	+$211K	2	1.55%	Increased
457	CK Cohen Klingenstein New York	$18.3M	-$110K	2	0.79%	Reduced
458	CA Cullinan Associates Louisville, Kentucky	$18.3M	-$50.2K	2	1%	Reduced
459	Shelton Capital Management Denver, Colorado	$18.2M	-$7.03K	5	0.65%	Reduced
460	CIS Connors Investor Services Wyomissing, Pennsylvania	$18.1M	-$409K	1	2.05%	Reduced
461	SCA Stillwater Capital Advisors Devon, Pennsylvania	$18M	-$14K	1	3.19%	Reduced
462	Prudential plc London, England, United Kingdom	$18M	+$1.69M	4	0.21%	Increased
463	U.S. Capital Wealth Advisors Austin, Texas	$17.8M	-$33.1K	4	0.84%	Reduced
464	GPSPJS General Pension Society PZU Joint Stock Warsaw, Poland	$17.8M	$0	1	6.26%	Maintained
465	Scotia Capital Toronto, Ontario, Canada	$17.7M	-$4.12M	3	0.12%	Reduced
466	Liontrust Investment Partners London, United Kingdom	$17.7M	-$12.5M	1	0.25%	Reduced
467	TNB Thomasville National Bank Thomasville, Georgia	$17.7M	+$468K	1	1.69%	Increased
468	Nippon Life Global Investors Americas New York	$17.6M	-$6.43M	1	1.2%	Reduced
469	GIA GHP Investment Advisors Denver, Colorado	$17.5M	+$175K	5	1.02%	Increased
470	ACM American Capital Management New York	$17.4M	+$416K	1	0.61%	Increased
471	Vanguard Personalized Indexing Management Oakland, California	$17.4M	+$664K	6	0.53%	Increased
472	ELC Edgar Lomax Company Kingstowne, Virginia	$17.4M	-$254K	1	1.15%	Reduced
473	Fred Alger Management New York	$17.4M	-$717K	2	0.09%	Reduced
474	SM Soapstone Management Bethesda, Maryland	$17.4M	+$1.47M	1	7.75%	Increased
475	VCM Valiant Capital Management San Francisco, California	$17.3M	$0	1	1.63%	Maintained