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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	DAM Delta Asset Management Memphis, Tennessee	$14.5M	-$5.18K	3	2.01%	Reduced
477	PAS Professional Advisory Services Vero Beach, Florida	$14.4M	-$244K	1	2.79%	Reduced
478	FBA Front Barnett Associates Chicago, Illinois	$14.4M	+$195K	2	2.41%	Increased
479	FP Foundry Partners Minneapolis, Minnesota	$14.3M	+$5.02M	1	0.56%	Increased
480	Verition Fund Management Greenwich, Connecticut	$14.3M	+$1.94M	3	0.4%	Increased
481	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$14.3M	-$3.77M	4	0.14%	Reduced
482	BAC Boys Arnold & Co Asheville, North Carolina	$14.3M	+$2.65M	1	2.07%	Increased
483	Davenport & Co Richmond, Virginia	$14.2M	-$35.8K	4	0.17%	Reduced
484	Avalon Investment & Advisory Houston, Texas	$14.2M	-$297K	2	0.31%	Reduced
485	People's United Financial Bridgeport, Connecticut	$14M	-$3.59M	3	0.38%	Reduced
486	DIA Davidson Investment Advisors Great Falls, Montana	$14M	+$1.7M	1	1.46%	Increased
487	ECG Edge Capital Group Atlanta, Georgia	$14M	-$508K	2	1.34%	Reduced
488	Simplex Trading Chicago, Illinois	$13.9M	+$7.01M	4	0.04%	Increased
489	JCM Janney Capital Management Pittsburgh, Pennsylvania	$13.9M	-$545K	2	0.75%	Reduced
490	GHCM Glen Harbor Capital Management San Diego, California	$13.8M	-$3.9M	5	0.29%	Reduced
491	GW & Wade Wellesley, Massachusetts	$13.8M	+$72.8K	1	1.26%	Increased
492	GECH Garnet Equity Capital Holdings New York	$13.7M	-$2.62M	1	17.88%	Reduced
493	Ingalls & Snyder LLC New York	$13.7M	-$1.01M	1	0.66%	Reduced
494	TCA Taconic Capital Advisors New York	$13.7M	+$5.32M	1	0.83%	Increased
495	Raymond James Trust St. Petersburg, Florida	$13.5M	+$163K	3	0.74%	Increased
496	DBT Dubuque Bank & Trust Dubuque, Iowa	$13.5M	+$720K	2	2.18%	Increased
497	Clal Insurance Tel-Aviv, Israel	$13.5M	$0	1	0.31%	Maintained
498	KC Kepos Capital New York	$13.5M	-$2.86M	1	1.37%	Reduced
499	RT Rockland Trust Hanover, Massachusetts	$13.5M	+$344K	2	1.33%	Increased
500	SAM Shell Asset Management The Hague, Netherlands	$13.5M	-$3.09M	2	0.3%	Reduced