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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	PAM Private Asset Management San Diego, California	$11.6M	-$119K	2	1.89%	Reduced
477	BAC Boys Arnold & Co Asheville, North Carolina	$11.5M	+$7.79K	1	1.82%	Increased
478	MC Middleton & Co Boston, Massachusetts	$11.5M	-$321K	2	2.52%	Reduced
479	SCCM Schafer Cullen Capital Management New York	$11.5M	-$317K	3	0.15%	Reduced
480	Alpha Cubed Investments Irvine, California	$11.4M	+$1.99M	1	2.32%	Increased
481	Amalgamated Bank New York	$11.4M	-$1.01M	5	0.57%	Reduced
482	CCT Chemung Canal Trust Elmira, New York	$11.3M	-$55.3K	1	2.63%	Reduced
483	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$11.2M	+$50.4K	1	1.31%	Increased
484	SCA Stillwater Capital Advisors Devon, Pennsylvania	$11.2M	-$90.2K	1	2.98%	Reduced
485	AIC AWM Investment Company New York	$11.2M	+$3.51M	1	2.09%	Increased
486	Segall Bryant & Hamill Chicago, Illinois	$11.2M	-$872K	4	0.27%	Reduced
487	RT Rockland Trust Hanover, Massachusetts	$11.1M	+$6.6K	1	1.76%	Increased
488	GL GLG LLC New York	$11.1M	-$24.5K	3	0.61%	Reduced
489	CCM Cadence Capital Management Boston, Massachusetts	$11M	-$321K	1	0.76%	Reduced
490	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$10.9M	-$4.97M	1	0.66%	Reduced
491	PWM Patriot Wealth Management Houston, Texas	$10.9M	+$4.88M	2	1.75%	Increased
492	CB Chemical Bank Detroit, Michigan	$10.9M	-$593K	1	1.21%	Reduced
493	Raymond James Trust St. Petersburg, Florida	$10.9M	-$75.9K	3	0.83%	Reduced
494	CCM Corsair Capital Management New York	$10.8M	-$4.39M	1	1.85%	Reduced
495	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$10.8M	-$40.9K	1	0.89%	Reduced
496	MML Investors Services Springfield, Massachusetts	$10.8M	+$10.7M	4	0.22%	New
497	AL Airain Ltd St. Peter Port, Guernsey	$10.8M	+$5.44M	3	0.53%	Increased
498	MCM Murphy Capital Management Bedminster, New Jersey	$10.8M	-$231K	2	1.6%	Reduced
499	SFM Signet Financial Management Parsippany, New Jersey	$10.7M	-$635K	2	2.34%	Reduced
500	Veritable Wilmington, Delaware	$10.7M	+$110K	2	0.26%	Increased