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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	CFIA Cantor Fitzgerald Investment Advisors New York	$14.3M	+$303K	1	0.86%	Increased
527	1M 13D Management New York	$14.2M	-$847K	1	5.43%	Reduced
528	Kentucky Retirement Systems Frankfort, Kentucky	$14.1M	+$563K	3	0.57%	Increased
529	GJIC Gamble Jones Investment Counsel Pasadena, California	$14.1M	-$60K	2	0.83%	Reduced
530	MIS Morningstar Investment Services Chicago, Illinois	$14.1M	-$32.4K	1	0.16%	Reduced
531	Venture Visionary Partners Sylvania, Ohio	$14M	+$364K	2	0.91%	Increased
532	WIC Willis Investment Counsel Gainesville, Georgia	$13.9M	+$2.02M	1	0.73%	Increased
533	HI Hendershot Investments Centreville, Virginia	$13.8M	+$59.3K	2	2.1%	Increased
534	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$13.8M	+$526K	2	2.07%	Increased
535	CCM Crossvault Capital Management San Antonio, Texas	$13.7M	+$4.48K	3	4.12%	Increased
536	DBT Dubuque Bank & Trust Dubuque, Iowa	$13.7M	-$490K	2	1.44%	Reduced
537	Synovus Financial Columbus, Georgia	$13.6M	-$374K	3	0.14%	Reduced
538	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$13.5M	+$511K	2	1%	Increased
539	MCM Mattern Capital Management Lakewood, Colorado	$13.5M	-$173K	2	2.35%	Reduced
540	UMB Bank Kansas City, Missouri	$13.5M	+$2.52M	5	0.17%	Increased
541	WC Woodstock Corp Boston, Massachusetts	$13.4M	-$4.27K	1	1.4%	Reduced
542	Intact Investment Management Montreal, Quebec, Canada	$13.4M	-$574K	2	0.34%	Reduced
543	MPM Mountaineer Partners Management New York	$13.4M	-$284K	1	7.26%	Reduced
544	MIM Marco Investment Management Atlanta, Georgia	$13.3M	-$2.91M	3	1.31%	Reduced
545	Thornburg Investment Management Santa Fe, New Mexico	$13.3M	-$77.1K	1	0.16%	Reduced
546	Stonegate Investment Group Birmingham, Alabama	$13.3M	+$13.4M	3	0.56%	New
547	PP Patten & Patten Chattanooga, Tennessee	$13.2M	-$95.1K	3	0.91%	Reduced
548	Jones Financial Companies Des Peres, Missouri	$13.2M	+$249K	4	0.02%	Increased
549	Martingale Asset Management Boston, Massachusetts	$13.1M	+$913K	1	0.17%	Increased
550	WCM Windward Capital Management Los Angeles, California	$13M	+$31.4K	1	1.08%	Increased