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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
501	RCM Royal Capital Management New York	$10.6M	-$410K	1	9.13%	Reduced
502	NC Northpointe Capital Bloomfield Hills, Michigan	$10.6M	-$110K	2	1.03%	Reduced
503	SCM SKBA Capital Management San Francisco, California	$10.6M	+$22.4K	1	0.94%	Increased
504	WDA Wendell David Associates Portsmouth, New Hampshire	$10.6M	+$70.2K	1	2.22%	Increased
505	SCCM Schafer Cullen Capital Management New York	$10.5M	-$1.46M	3	0.1%	Reduced
506	JAFL Jay A. Fishman Ltd Troy, Michigan	$10.5M	-$105K	1	2.25%	Reduced
507	WI Wafra Inc New York	$10.4M	+$10.5M	1	1.3%	New
508	DCM Decatur Capital Management Decatur, Georgia	$10.3M	+$3.31M	1	1.95%	Increased
509	PP Prospector Partners Guilford, Connecticut	$10.3M	+$205K	1	0.49%	Increased
510	FNB First Niagara Bank Lockport, New York	$10.3M	-$461K	2	2.13%	Reduced
511	TAM Taurus Asset Management New York	$10.3M	+$582K	1	1.99%	Increased
512	DCM Dupont Capital Management Wilmington, Delaware	$10.3M	-$7.88M	3	0.17%	Reduced
513	Whittier Trust South Pasadena, California	$10.2M	-$82.5K	3	0.5%	Reduced
514	FCI Financial Counselors Inc Overland Park, Kansas	$10.1M	-$151K	2	0.71%	Reduced
515	SCA Stillwater Capital Advisors Devon, Pennsylvania	$10.1M	+$268K	1	3.45%	Increased
516	OPCM Osborne Partners Capital Management San Francisco, California	$10.1M	-$131K	1	1.3%	Reduced
517	Tokio Marine Asset Management Tokyo, Japan	$10.1M	+$938K	2	0.68%	Increased
518	Raymond James Trust St. Petersburg, Florida	$10.1M	-$1.06M	3	1.15%	Reduced
519	CONA Capital One National Association New York	$10.1M	+$1.37M	5	0.94%	Increased
520	KCA KR Capital Advisors New York	$9.96M	-$43.9K	1	2.26%	Reduced
521	LOCB Lombard Odier & Cie (Bahamas) Nassau, Bahamas	$9.87M	$0	1	3.62%	Maintained
522	MKC M. Kraus & Co Shelburne, Vermont	$9.87M	+$21.3K	2	7.5%	Increased
523	Point72 Asset Management Stamford, Connecticut	$9.81M	+$9.95M	1	0.06%	New
524	Douglas C. Lane & Associates New York	$9.8M	-$2.81M	1	0.3%	Reduced
525	Smith Salley Wealth Management Greensboro, North Carolina	$9.8M	+$5M	4	2.62%	Increased