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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	GPSPJS General Pension Society PZU Joint Stock Warsaw, Poland	$13M	$0	1	4.65%	Maintained
502	Shelton Capital Management Denver, Colorado	$13M	-$740K	4	0.48%	Reduced
503	ECG Edge Capital Group Atlanta, Georgia	$13M	-$2.45M	2	0.84%	Reduced
504	CIS Connors Investor Services Wyomissing, Pennsylvania	$12.9M	-$418K	1	1.59%	Reduced
505	Ingalls & Snyder LLC New York	$12.9M	-$1M	1	0.62%	Reduced
506	Stephens Inc Little Rock, Arkansas	$12.9M	-$533K	4	0.25%	Reduced
507	MCM Mattern Capital Management Lakewood, Colorado	$12.8M	+$1.58M	2	2.06%	Increased
508	Gotham Asset Management New York	$12.7M	+$3.54M	5	0.26%	Increased
509	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$12.6M	+$283K	2	1.93%	Increased
510	HI Hendershot Investments Centreville, Virginia	$12.6M	+$420K	2	2.12%	Increased
511	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$12.6M	-$152K	3	0.44%	Reduced
512	ELC Edgar Lomax Company Kingstowne, Virginia	$12.5M	-$289K	1	0.85%	Reduced
513	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$12.5M	+$334K	1	0.79%	Increased
514	Independent Advisor Alliance Charlotte, North Carolina	$12.5M	-$2.24M	4	0.56%	Reduced
515	PP Patten & Patten Chattanooga, Tennessee	$12.4M	+$322K	3	1.09%	Increased
516	New Mexico Educational Retirement Board Santa Fe, New Mexico	$12.3M	+$697K	5	0.53%	Increased
517	Nicholas Company Milwaukee, Wisconsin	$12.3M	+$1.69M	1	0.25%	Increased
518	MIM Marco Investment Management Atlanta, Georgia	$12.3M	-$503K	3	1.41%	Reduced
519	CA Cornerstone Advisors Asheville, North Carolina	$12.2M	-$702K	2	0.57%	Reduced
520	GTS Securities Miami, Florida	$12.2M	+$12.6M	5	0.02%	Increased
521	Dana Investment Advisors Waukesha, Wisconsin	$12.2M	+$866K	2	0.62%	Increased
522	Williams Jones Wealth Management New York	$12.2M	-$506K	3	0.19%	Reduced
523	RCW Rheos Capital Works Tokyo, Japan	$12.1M	$0	2	0.73%	Maintained
524	PCA Private Capital Advisors Darien, Connecticut	$12.1M	+$334K	2	1.87%	Increased
525	Tower Research Capital (TRC) New York	$12.1M	+$7.42M	8	0.38%	Increased