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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	Holocene Advisors New York	$13.2M	-$10.2M	2	0.05%	Reduced
527	Savant Capital Rockford, Illinois	$13.2M	-$73.4K	4	0.17%	Reduced
528	First Manhattan New York	$13M	-$10.9M	3	0.05%	Reduced
529	Intact Investment Management Montreal, Quebec, Canada	$13M	-$194K	3	0.53%	Reduced
530	TS Tamar Securities Woodland Hills, California	$13M	+$1.44M	1	2.54%	Increased
531	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$12.9M	-$238K	3	0.62%	Reduced
532	LI LMCG Investments Boston, Massachusetts	$12.8M	-$1.41M	3	0.8%	Reduced
533	TSS Two Sigma Securities New York	$12.8M	-$16.1M	4	0.12%	Reduced
534	Atria Investments Charlotte, North Carolina	$12.8M	-$2.61M	2	0.2%	Reduced
535	Synovus Financial Columbus, Georgia	$12.8M	-$555K	3	0.18%	Reduced
536	LDB Lee, Danner & Bass Nashville, Tennessee	$12.7M	-$444K	3	1.09%	Reduced
537	CC Cannell & Co New York	$12.7M	+$101K	3	0.4%	Increased
538	SCA Stokes Capital Advisors Greenwood, South Carolina	$12.7M	+$384K	3	4%	Increased
539	WCM Windward Capital Management Los Angeles, California	$12.6M	-$50K	1	1.1%	Reduced
540	Scotia Capital Toronto, Ontario, Canada	$12.6M	+$1.87M	3	0.08%	Increased
541	AP Atwood & Palmer Kansas City, Missouri	$12.6M	-$57.8K	4	1.02%	Reduced
542	Jones Financial Companies Des Peres, Missouri	$12.5M	+$473K	3	0.02%	Increased
543	First Merchants Corp Muncie, Indiana	$12.5M	-$1.26M	2	1.03%	Reduced
544	MCM Mill Capital Management Concord, North Carolina	$12.5M	+$11.3K	1	1.11%	Increased
545	WC Woodstock Corp Boston, Massachusetts	$12.2M	+$73.4K	1	1.42%	Increased
546	BBI Baxter Bros Inc Riverside, Connecticut	$12.2M	+$639K	2	1.69%	Increased
547	VAS Valicenti Advisory Services Elmira, New York	$12.1M	-$133K	2	3.68%	Reduced
548	SAI Systematic Alpha Investments Princeton, New Jersey	$12.1M	$0	2	0.54%	Maintained
549	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$12.1M	+$544K	3	1.87%	Increased
550	FVCM F&V Capital Management Boca Raton, Florida	$12.1M	-$61.3K	1	3.87%	Reduced