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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	TCM Traynor Capital Management Malvern, Pennsylvania	$21.7M	-$479K	3	1.54%	Reduced
502	FDCP Foster Dykema Cabot & Partners Waltham, Massachusetts	$21.6M	-$94.3K	3	1.52%	Reduced
503	LDB Lee, Danner & Bass Nashville, Tennessee	$21.6M	-$105K	3	1.68%	Reduced
504	TCOV Trust Company of Vermont Brattleboro, Vermont	$21.5M	-$254K	4	1.01%	Reduced
505	KBC Group Brussels, Belgium	$21.5M	+$5.33M	5	0.06%	Increased
506	Mizuho Securities USA New York	$21.4M	-$3.17M	3	0.46%	Reduced
507	SFM Systematic Financial Management Teaneck, New Jersey	$21.3M	-$506K	3	0.57%	Reduced
508	Elo Mutual Pension Insurance Espoo, Finland	$21.2M	+$6M	3	0.43%	Increased
509	IP Interval Partners New York	$21.1M	+$19.4M	1	0.36%	New
510	IEQ Capital Foster City, California	$21M	-$6.88M	6	0.13%	Reduced
511	TA Townsend & Associates Westminster, Colorado	$21M	-$1.07M	1	2.08%	Reduced
512	Kornitzer Capital Management Shawnee Mission, Kansas	$21M	-$95.8K	4	0.42%	Reduced
513	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$21M	-$68.8K	2	2.26%	Reduced
514	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$21M	+$531K	1	1.15%	Increased
515	CIP Champlain Investment Partners Burlington, Vermont	$20.9M	+$21.2M	1	0.15%	New
516	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$20.9M	-$7.46M	3	0.56%	Reduced
517	ATC Argent Trust Co Nashville, Tennessee	$20.9M	+$241K	3	0.79%	Increased
518	Callan Family Office Radnor, Pennsylvania	$20.9M	+$13.1M	6	0.66%	Increased
519	CIS Connors Investor Services Wyomissing, Pennsylvania	$20.9M	-$391K	1	1.85%	Reduced
520	LCM LVM Capital Management Portage, Michigan	$20.9M	+$3.06M	2	2.16%	Increased
521	APSI Asset Planning Services Inc Covington, Louisiana	$20.8M	-$35.3K	3	9.58%	Reduced
522	TD Waterhouse Canada Toronto, Ontario, Canada	$20.8M	-$4.08M	5	0.15%	Reduced
523	GPSPJS General Pension Society PZU Joint Stock Warsaw, Poland	$20.7M	$0	1	5.77%	Maintained
524	WCM Windward Capital Management Los Angeles, California	$20.6M	-$117K	1	1.75%	Reduced
525	Sit Investment Associates Minneapolis, Minnesota	$20.5M	+$4.33M	5	0.44%	Increased