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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	MCM Murphy Capital Management Bedminster, New Jersey	$10.9M	-$177K	2	1.69%	Reduced
502	CCMIC Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$10.8M	-$24.2K	1	1.19%	Reduced
503	WCM Windward Capital Management Los Angeles, California	$10.8M	+$150K	1	2.09%	Increased
504	MKC M. Kraus & Co Shelburne, Vermont	$10.8M	+$325K	2	7.7%	Increased
505	PAM Private Asset Management San Diego, California	$10.8M	+$300K	2	1.9%	Increased
506	Central Trust Company Jefferson City, Missouri	$10.6M	+$1.64M	6	0.8%	Increased
507	ZWJ Investment Counsel Atlanta, Georgia	$10.6M	+$73.7K	1	1.06%	Increased
508	HP Hikari Power Tokyo, Japan	$10.6M	+$997K	1	1.22%	Increased
509	PTC Private Trust Company Cleveland, Ohio	$10.6M	+$520K	2	2.75%	Increased
510	Manning & Napier Advisors Fairport, New York	$10.5M	+$827K	1	0.06%	Increased
511	BAC Boys Arnold & Co Asheville, North Carolina	$10.5M	+$8.34M	1	1.8%	Increased
512	SCA Stillwater Capital Advisors Devon, Pennsylvania	$10.4M	+$49.7K	1	3.1%	Increased
513	JA JLB & Associates Plymouth, Michigan	$10.3M	-$718K	2	2.92%	Reduced
514	CB Chemical Bank Detroit, Michigan	$10.3M	-$119K	1	1.43%	Reduced
515	First National Bank of Omaha Omaha, Nebraska	$10.2M	+$367K	1	0.75%	Increased
516	MC Middleton & Co Boston, Massachusetts	$10.1M	-$107K	2	2.33%	Reduced
517	Cohen & Steers New York	$10.1M	$0	1	0.03%	Maintained
518	SIM Sentry Investment Management Stevens Point, Wisconsin	$10M	-$85.2K	3	0.44%	Reduced
519	TCM Tufton Capital Management Hunt Valley, Maryland	$10M	+$2.16M	2	2.03%	Increased
520	RCYC Richard C. Young & Co Newport, Rhode Island	$10M	-$138K	1	2.22%	Reduced
521	RT Rockland Trust Hanover, Massachusetts	$10M	+$90.3K	1	1.73%	Increased
522	IEFM IQ EQ Fund Management Dublin 2, Ireland	$9.98M	-$1.05M	1	1.88%	Reduced
523	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$9.87M	+$154K	1	1.23%	Increased
524	Citizens Financial Group Providence, Rhode Island	$9.79M	-$314K	4	0.94%	Reduced
525	TCW Group Los Angeles, California	$9.65M	+$206K	2	0.07%	Increased