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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	LBC Lowe Brockenbrough & Co Richmond, Virginia	$13.5M	+$27K	4	1.31%	Increased
527	RFA Reilly Financial Advisors La Mesa, California	$13.4M	+$555K	3	1.18%	Increased
528	Meitav Investment House Bene-Beraq, Israel	$13.3M	-$2.62M	1	0.37%	Reduced
529	Los Angeles Capital Management Los Angeles, California	$13.2M	-$3.85M	5	0.06%	Reduced
530	Synovus Financial Columbus, Georgia	$13.2M	-$218K	3	0.15%	Reduced
531	Amalgamated Bank New York	$13.2M	-$600K	7	0.5%	Reduced
532	Tokio Marine Asset Management Tokyo, Japan	$13.2M	+$9.26M	5	1.35%	Increased
533	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$13.2M	+$6.58M	4	0.47%	Increased
534	Grimes & Company Westborough, Massachusetts	$13.1M	+$274K	2	0.63%	Increased
535	IP Interval Partners New York	$13.1M	+$12.4M	1	0.51%	New
536	WHP Washington Harbour Partners Arlington, Virginia	$13M	+$4.15M	1	2.18%	Increased
537	Intact Investment Management Montreal, Quebec, Canada	$13M	+$4.76M	2	0.39%	Increased
538	MIS Morningstar Investment Services Chicago, Illinois	$12.9M	-$865K	1	0.17%	Reduced
539	KPCM Kings Point Capital Management Great Neck, New York	$12.9M	+$1.53M	2	1.27%	Increased
540	SCM SKBA Capital Management San Francisco, California	$12.8M	+$2.07M	1	2.04%	Increased
541	JLBC J.L. Bainbridge & Co Sarasota, Florida	$12.8M	-$521K	1	1.68%	Reduced
542	Kentucky Retirement Systems Frankfort, Kentucky	$12.6M	-$709K	3	0.62%	Reduced
543	GJIC Gamble Jones Investment Counsel Pasadena, California	$12.6M	-$105K	2	0.85%	Reduced
544	1M 13D Management New York	$12.6M	-$1.56M	1	4.67%	Reduced
545	PP Patten & Patten Chattanooga, Tennessee	$12.6M	-$1.66M	3	1.03%	Reduced
546	RIA RPG Investment Advisory Pleasanton, California	$12.5M	+$675K	3	2.25%	Increased
547	LG LaFleur & Godfrey Grand Rapids, Michigan	$12.5M	-$4.44M	1	2.43%	Reduced
548	VAS Valicenti Advisory Services Elmira, New York	$12.5M	+$713K	2	3.7%	Increased
549	HI Hendershot Investments Centreville, Virginia	$12.4M	+$4.72M	2	2.87%	Increased
550	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$12.4M	-$1.53M	3	0.24%	Reduced