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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	Hantz Financial Services Southfield, Michigan	$20.4M	-$904K	4	0.35%	Reduced
477	MAM Mark Asset Management New York	$20.3M	+$145K	1	2.2%	Increased
478	KCM Kanawha Capital Management Richmond, Virginia	$20.3M	+$292K	3	1.59%	Increased
479	MKC M. Kraus & Co Shelburne, Vermont	$20.3M	-$129K	2	6.08%	Reduced
480	Allworth Financial Folsom, California	$20M	+$11.2M	7	0.11%	Increased
481	Davidson Kempner Capital Management New York	$19.9M	+$8.8M	1	0.33%	Increased
482	MAA Matrix Asset Advisors White Plains, New York	$19.9M	-$273K	2	2.18%	Reduced
483	Jacobs Levy Equity Management Florham Park, New Jersey	$19.9M	+$11.5M	2	0.07%	Increased
484	SAIG Semper Augustus Investments Group Highlands Ranch, Colorado	$19.8M	+$2.43M	1	3.54%	Increased
485	Stephens Inc Little Rock, Arkansas	$19.8M	+$476K	4	0.28%	Increased
486	CFIA Cantor Fitzgerald Investment Advisors New York	$19.7M	+$86.1K	1	1.36%	Increased
487	ACP Albar Capital Partners London, United Kingdom	$19.5M	+$20.3M	1	4.68%	New
488	PP Patten & Patten Chattanooga, Tennessee	$19.4M	-$76K	2	1.28%	Reduced
489	Nicholas Company Milwaukee, Wisconsin	$19.2M	-$1.72M	1	0.31%	Reduced
490	Tidal Investments Milwaukee, Wisconsin	$19.1M	+$5.01M	7	0.15%	Increased
491	RCM Rings Capital Management Chicago, Illinois	$19.1M	$0	1	9.97%	Maintained
492	Savant Capital Rockford, Illinois	$18.9M	-$358K	4	0.15%	Reduced
493	Sanibel Captiva Trust Company Sanibel, Florida	$18.8M	+$145K	3	0.6%	Increased
494	Prospera Financial Services Dallas, Texas	$18.8M	+$391K	4	0.44%	Increased
495	IGGA Iron Gate Global Advisors Nsl, Utah	$18.8M	+$1.48M	1	2.65%	Increased
496	CK Cohen Klingenstein New York	$18.6M	-$2.18M	1	0.64%	Reduced
497	Guggenheim Capital Chicago, Illinois	$18.6M	-$1.71M	5	0.15%	Reduced
498	CIA Covington Investment Advisors Ligonier, Pennsylvania	$18.5M	-$128K	2	2.77%	Reduced
499	Bridgeway Capital Management Houston, Texas	$18.5M	-$4.29M	1	0.41%	Reduced
500	Central Trust Company Jefferson City, Missouri	$18.4M	-$517K	5	0.45%	Reduced