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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
476	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$12M	-$561K	3	0.23%	Reduced
477	BT Beacon Trust Morristown, New Jersey	$12M	+$121K	1	1.97%	Increased
478	Colony Group Boston, Massachusetts	$11.9M	+$190K	2	1.28%	Increased
479	Amalgamated Bank New York	$11.9M	+$2.61M	5	0.54%	Increased
480	WCM Windward Capital Management Los Angeles, California	$11.7M	+$30.2K	1	2.24%	Increased
481	MC Middleton & Co Boston, Massachusetts	$11.5M	-$165K	2	2.6%	Reduced
482	CG Clinton Group New York	$11.5M	-$7.4M	3	0.67%	Reduced
483	TAM Taurus Asset Management New York	$11.5M	-$511K	1	2.08%	Reduced
484	Ancora Advisors Cleveland, Ohio	$11.5M	+$6.53M	3	0.84%	Increased
485	PAM Private Asset Management San Diego, California	$11.5M	-$132K	2	1.91%	Reduced
486	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$11.4M	-$164K	7	0.59%	Reduced
487	Private Advisor Group Morristown, New Jersey	$11.3M	+$1.89M	3	0.37%	Increased
488	ZWJ Investment Counsel Atlanta, Georgia	$11.3M	+$116K	1	1.09%	Increased
489	BAC Boys Arnold & Co Asheville, North Carolina	$11.3M	+$40K	1	1.87%	Increased
490	CB Chemical Bank Detroit, Michigan	$11.2M	+$322K	1	1.29%	Increased
491	PCM Proxima Capital Management New York	$11.2M	-$1.54M	1	5.64%	Reduced
492	TCM Tufton Capital Management Hunt Valley, Maryland	$11.2M	-$79.9K	3	2.28%	Reduced
493	CCT Chemung Canal Trust Elmira, New York	$11.1M	+$58.7K	1	2.61%	Increased
494	CCM Cadence Capital Management Boston, Massachusetts	$11.1M	-$861K	1	0.78%	Reduced
495	Commerzbank Aktiengesellschaft Frankfurt, Germany	$11.1M	+$974K	3	0.16%	Increased
496	SCA Stillwater Capital Advisors Devon, Pennsylvania	$11M	-$7.22K	1	2.95%	Reduced
497	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$10.9M	+$63.1K	1	1.33%	Increased
498	JA JLB & Associates Plymouth, Michigan	$10.9M	+$166K	2	2.96%	Increased
499	SFM Signet Financial Management Parsippany, New Jersey	$10.9M	-$679K	2	2.6%	Reduced
500	RT Rockland Trust Hanover, Massachusetts	$10.9M	-$13.8K	1	1.74%	Reduced