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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	KPCM Kings Point Capital Management Great Neck, New York	$15.3M	+$744K	3	1.36%	Increased
502	Great Lakes Advisors Chicago, Illinois	$15.3M	-$13.6M	5	0.24%	Reduced
503	Grimes & Company Westborough, Massachusetts	$15.3M	+$348K	2	0.66%	Increased
504	PAM Private Asset Management San Diego, California	$15.3M	-$59.9K	1	2.08%	Reduced
505	LG LaFleur & Godfrey Grand Rapids, Michigan	$15.2M	+$345K	2	2.1%	Increased
506	JAFL Jay A. Fishman Ltd Troy, Michigan	$15.2M	-$299K	1	1.88%	Reduced
507	DAC Dividend Assets Capital Ridgeland, South Carolina	$15.1M	-$70.4K	3	3.04%	Reduced
508	AL Arnhold LLC New York	$15.1M	-$225K	1	1.74%	Reduced
509	GAI General American Investors New York	$15M	$0	1	1.28%	Maintained
510	Gratus Capital Atlanta, Georgia	$14.9M	+$739K	2	1.6%	Increased
511	Capital Analysts LLC Fort Washington, Pennsylvania	$14.8M	+$720K	3	0.97%	Increased
512	Daiwa Securities Group Tokyo, Japan	$14.7M	+$110K	3	0.1%	Increased
513	SFG Sather Financial Group Victoria, Texas	$14.6M	+$13.6M	1	1.49%	Increased
514	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$14.5M	-$189K	3	0.34%	Reduced
515	TCM Telos Capital Management San Diego, California	$14.3M	+$1.93M	3	1.96%	Increased
516	MIS Morningstar Investment Services Chicago, Illinois	$14.3M	-$169K	1	0.17%	Reduced
517	TNB Thomasville National Bank Thomasville, Georgia	$14.2M	+$254K	1	1.47%	Increased
518	DBT Dubuque Bank & Trust Dubuque, Iowa	$14.1M	-$458K	2	1.58%	Reduced
519	GJIC Gamble Jones Investment Counsel Pasadena, California	$14M	+$135K	2	0.92%	Increased
520	Cresset Asset Management Chicago, Illinois	$14M	-$4.46M	4	0.19%	Reduced
521	Synovus Financial Columbus, Georgia	$13.9M	-$1.01M	3	0.15%	Reduced
522	CFIA Cantor Fitzgerald Investment Advisors New York	$13.9M	+$79.4K	1	1.03%	Increased
523	Intact Investment Management Montreal, Quebec, Canada	$13.9M	-$288K	2	0.39%	Reduced
524	MCM Mattern Capital Management Lakewood, Colorado	$13.8M	+$84.7K	2	2.73%	Increased
525	CCM Crossvault Capital Management San Antonio, Texas	$13.8M	-$41.3K	3	4.35%	Reduced