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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	UMA USA Mutuals Advisors Dallas, Texas	$12M	$0	2	6.9%	Maintained
502	Jones Financial Companies Des Peres, Missouri	$11.9M	-$292K	1	0.03%	Reduced
503	VIP Vantage Investment Partners Kansas City, Missouri	$11.9M	-$437K	1	0.93%	Reduced
504	SCCM Schafer Cullen Capital Management New York	$11.7M	-$2.28M	3	0.14%	Reduced
505	SFM Signet Financial Management Parsippany, New Jersey	$11.7M	+$269K	2	2.29%	Increased
506	MML Investors Services Springfield, Massachusetts	$11.7M	+$653K	3	0.24%	Increased
507	RT Rockland Trust Hanover, Massachusetts	$11.6M	+$339K	2	1.74%	Increased
508	CA Cullinan Associates Louisville, Kentucky	$11.6M	-$210K	4	0.89%	Reduced
509	TU TDAM USA Toronto, Ontario, Canada	$11.4M	+$3.29M	2	0.67%	Increased
510	Cohen & Steers New York	$11.4M	-$1.64M	2	0.03%	Reduced
511	FP Foundry Partners Minneapolis, Minnesota	$11.4M	-$1.12M	1	0.45%	Reduced
512	LSA L & S Advisors Los Angeles, California	$11.4M	-$986K	2	1.9%	Reduced
513	Veritable Wilmington, Delaware	$11.3M	-$855	3	0.24%	Reduced
514	OI Oakbrook Investments Lisle, Illinois	$11.3M	+$1.67M	4	0.73%	Increased
515	Guinness Asset Management London, United Kingdom	$11.2M	$0	1	2.36%	Maintained
516	Weiss Multi-Strategy Advisers New York	$11.2M	+$10.5M	1	0.42%	New
517	Raymond James Trust St. Petersburg, Florida	$11.2M	+$455K	3	0.8%	Increased
518	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$11.2M	-$168K	1	1.27%	Reduced
519	LDB Lee, Danner & Bass Nashville, Tennessee	$11.1M	+$697K	1	1.2%	Increased
520	KCM Kingdon Capital Management New York	$11.1M	+$10.1M	1	0.72%	New
521	Cullen/Frost Bankers San Antonio, Texas	$11.1M	+$1.39M	2	0.36%	Increased
522	Curi RMB Capital Chicago, Illinois	$11.1M	+$357K	4	0.29%	Increased
523	CIS Connors Investor Services Wyomissing, Pennsylvania	$11M	+$1.78M	1	1.66%	Increased
524	BOTW Bank of the West Monterey Park, California	$11M	-$901K	3	1.38%	Reduced
525	MCM Murphy Capital Management Bedminster, New Jersey	$10.9M	-$165K	2	1.56%	Reduced