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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	TA Townsend & Associates Westminster, Colorado	$19.7M	+$321K	1	2.18%	Increased
452	JWM JGP Wealth Management Bend, Oregon	$19.5M	-$27.6K	3	2.78%	Reduced
453	QRG Capital Management Chicago, Illinois	$19.5M	+$822K	4	0.23%	Increased
454	ELC Edgar Lomax Company Kingstowne, Virginia	$19.4M	-$256K	1	1.26%	Reduced
455	WhitTier Trust Company Reno, Nevada	$19.4M	+$118K	4	0.54%	Increased
456	Cullen/Frost Bankers San Antonio, Texas	$19.3M	-$359K	4	0.28%	Reduced
457	Cannell & Spears New York	$19.2M	-$22.8M	3	0.4%	Reduced
458	Maryland State Retirement & Pension System Baltimore, Maryland	$19.2M	-$1.08M	5	0.35%	Reduced
459	Ingalls & Snyder LLC New York	$19.1M	-$85.5K	2	0.82%	Reduced
460	Bridgeway Capital Management Houston, Texas	$19.1M	-$10.2M	1	0.45%	Reduced
461	WesBanco Bank Wheeling, West Virginia	$19.1M	-$1.18M	3	0.71%	Reduced
462	TCM Telos Capital Management San Diego, California	$19M	+$923K	3	2.11%	Increased
463	TSAM Trinity Street Asset Management London, United Kingdom	$19M	+$199K	1	1.67%	Increased
464	CCP Clough Capital Partners Boston, Massachusetts	$18.9M	-$5.05M	2	2.07%	Reduced
465	Hudson Bay Capital Management Stamford, Connecticut	$18.9M	-$4.62M	2	0.09%	Reduced
466	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$18.9M	-$12.6M	2	0.06%	Reduced
467	Crossmark Global Holdings Houston, Texas	$18.7M	-$2.99M	5	0.36%	Reduced
468	HI Hendershot Investments Centreville, Virginia	$18.5M	-$56.6K	2	2.66%	Reduced
469	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$18.5M	+$454K	1	2.23%	Increased
470	HighPoint Advisor Group Downers Grove, Illinois	$18.4M	+$3.77M	3	1.1%	Increased
471	Scotia Capital Toronto, Ontario, Canada	$18.3M	+$1.16M	3	0.11%	Increased
472	SCA Stillwater Capital Advisors Devon, Pennsylvania	$18.3M	-$199K	1	2.55%	Reduced
473	Fidelity International Hamilton, Bermuda	$18.3M	-$9.5M	2	0.02%	Reduced
474	Mizuho Securities USA New York	$18.3M	+$18.7M	3	0.4%	New
475	FSA Franklin Street Advisors Chapel Hill, North Carolina	$18.2M	+$3.53M	2	1.3%	Increased