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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
526	Cullen/Frost Bankers San Antonio, Texas	$11.8M	-$323K	2	0.37%	Reduced
527	BOTW Bank of the West Monterey Park, California	$11.8M	-$202K	3	1.47%	Reduced
528	BAC Boys Arnold & Co Asheville, North Carolina	$11.7M	-$84.8K	1	1.76%	Reduced
529	BPCA Bank Pictet & Cie (Asia) Singapore	$11.7M	$0	1	5.09%	Maintained
530	PAM Private Asset Management San Diego, California	$11.6M	+$5.39K	1	1.85%	Increased
531	Citizens Financial Group Providence, Rhode Island	$11.6M	-$55.1K	4	0.94%	Reduced
532	CB Chemical Bank Detroit, Michigan	$11.6M	-$181K	1	1.25%	Reduced
533	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$11.5M	-$1.31M	7	0.58%	Reduced
534	DSI Daiwa SB Investments Tokyo, Japan	$11.5M	$0	2	3.03%	Maintained
535	PAM Palisade Asset Management Minneapolis, Minnesota	$11.4M	+$363K	1	1.81%	Increased
536	JCM Jag Capital Management St Louis, Missouri	$11.4M	+$5.26M	2	2.14%	Increased
537	SIM Sentry Investment Management Stevens Point, Wisconsin	$11.4M	-$279K	3	0.62%	Reduced
538	KFS Kurt F. Somerville	$11.3M	-$4.18K	1	2.34%	Reduced
539	BCM BTR Capital Management Oakland, California	$11.3M	-$74K	1	2.21%	Reduced
540	SFM Signet Financial Management Parsippany, New Jersey	$11.3M	-$438K	2	2.09%	Reduced
541	RFA Reilly Financial Advisors La Mesa, California	$11.2M	-$57.6K	3	1.59%	Reduced
542	Cohen & Steers New York	$11.2M	-$1.16M	2	0.03%	Reduced
543	FM Foster & Motley Cincinnati, Ohio	$11.1M	+$217K	2	1.78%	Increased
544	VIP Vantage Investment Partners Kansas City, Missouri	$11.1M	-$1.83M	1	1.01%	Reduced
545	WC Woodstock Corp Boston, Massachusetts	$11.1M	-$52K	1	2.06%	Reduced
546	CTA Colonial Trust Advisors Spartanburg, South Carolina	$11.1M	+$2.52M	1	1.73%	Increased
547	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$11.1M	-$83.4K	2	1.9%	Reduced
548	YIA YHB Investment Advisors West Hartford, Connecticut	$11M	+$37.6K	1	1.88%	Increased
549	OCA Otter Creek Advisors Palm Beach Gardens, Florida	$11M	+$10.4M	1	1.57%	New
550	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$11M	-$558K	2	0.86%	Reduced