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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	CK Cohen Klingenstein New York	$17.9M	-$273K	2	0.67%	Reduced
477	Avantax Advisory Services Dallas, Texas	$17.7M	+$91.5K	5	0.16%	Increased
478	GPSPJS General Pension Society PZU Joint Stock Warsaw, Poland	$17.7M	$0	1	4.95%	Maintained
479	PAM Palisade Asset Management Minneapolis, Minnesota	$17.6M	+$39.6K	3	1.72%	Increased
480	MDSL M.D. Sass LLC New York	$17.6M	-$249K	1	1.99%	Reduced
481	JHP James Hambro & Partners London, United Kingdom	$17.5M	-$190K	1	0.82%	Reduced
482	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$17.5M	+$70.3K	1	2.18%	Increased
483	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$17.4M	-$391K	4	0.49%	Reduced
484	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$17.3M	-$1.09M	6	0.34%	Reduced
485	OCM Olstein Capital Management Purchase, New York	$17.3M	-$857K	2	2.83%	Reduced
486	Royce & Associates New York	$17.3M	+$174K	3	0.15%	Increased
487	TA Townsend & Associates Westminster, Colorado	$17.2M	+$355K	1	2%	Increased
488	CIA Covington Investment Advisors Ligonier, Pennsylvania	$17.2M	+$948K	2	2.8%	Increased
489	Stephens Inc Little Rock, Arkansas	$17.2M	-$77.4K	5	0.27%	Reduced
490	PP Patten & Patten Chattanooga, Tennessee	$17.1M	+$45.2K	2	1.22%	Increased
491	Jones Financial Companies Des Peres, Missouri	$17M	+$2.33M	4	0.02%	Increased
492	RIA RPG Investment Advisory Pleasanton, California	$16.9M	+$21.5K	2	2.53%	Increased
493	Scotia Capital Toronto, Ontario, Canada	$16.8M	+$2.55M	3	0.1%	Increased
494	Public Employees Retirement Association of Colorado Denver, Colorado	$16.8M	-$522K	5	0.07%	Reduced
495	CIS Connors Investor Services Wyomissing, Pennsylvania	$16.8M	-$122K	1	1.77%	Reduced
496	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$16.7M	-$272K	2	0.96%	Reduced
497	Susquehanna Portfolio Strategies Bala Cynwyd, Pennsylvania	$16.6M	-$2.4M	2	0.39%	Reduced
498	Sanibel Captiva Trust Company Sanibel, Florida	$16.4M	+$684K	3	0.56%	Increased
499	APSI Asset Planning Services Inc Covington, Louisiana	$16.3M	+$89.1K	3	9.14%	Increased
500	KCM Kanawha Capital Management Richmond, Virginia	$16.2M	+$496K	3	1.3%	Increased