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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
551	Atria Investments Charlotte, North Carolina	$12.4M	-$123K	3	0.27%	Reduced
552	WC Woodstock Corp Boston, Massachusetts	$12.3M	+$364K	2	1.56%	Increased
553	CCM Crossvault Capital Management San Antonio, Texas	$12.3M	-$389K	3	4.37%	Reduced
554	SCA Snowden Capital Advisors New York	$12.3M	+$2.01M	4	0.7%	Increased
555	NPA Nichols & Pratt Advisers Boston, Massachusetts	$12.2M	-$4.09M	1	0.95%	Reduced
556	FBP Flippin Bruce & Porter Lynchburg, Virginia	$12.2M	-$171K	1	2.2%	Reduced
557	OGC Oak Grove Capital North Hampton, New Hampshire	$12.1M	-$1.31M	2	3.39%	Reduced
558	MCM Mattern Capital Management Lakewood, Colorado	$12.1M	+$303K	2	2.62%	Increased
559	Moore Capital Management New York	$12.1M	+$4.63M	3	0.15%	Increased
560	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$12.1M	-$3.08M	2	0.29%	Reduced
561	LIA LS Investment Advisors Bloomfield Hills, Michigan	$12.1M	-$4.27M	4	0.67%	Reduced
562	Hardman Johnston Global Advisors Stamford, Connecticut	$11.9M	-$5.61M	1	0.34%	Reduced
563	Capital Analysts LLC Fort Washington, Pennsylvania	$11.8M	+$821K	3	0.82%	Increased
564	Jones Financial Companies Des Peres, Missouri	$11.8M	+$317K	4	0.02%	Increased
565	Gratus Capital Atlanta, Georgia	$11.7M	+$874K	2	1.41%	Increased
566	Sequoia Financial Advisors Akron, Ohio	$11.7M	+$8.47M	3	0.49%	Increased
567	NP NS Partners London, United Kingdom	$11.7M	-$1.69M	1	0.68%	Reduced
568	WCM Windward Capital Management Los Angeles, California	$11.6M	-$58.7K	1	1.16%	Reduced
569	JWM JGP Wealth Management Bend, Oregon	$11.6M	+$207K	3	2.6%	Increased
570	TCM Tufton Capital Management Hunt Valley, Maryland	$11.5M	+$1.23M	2	1.97%	Increased
571	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$11.5M	+$1.66M	2	1.06%	Increased
572	Penserra Capital Management Orinda, California	$11.4M	+$6.45M	4	0.21%	Increased
573	BIA Barry Investment Advisors New Bedford, Massachusetts	$11.4M	-$185K	1	3.14%	Reduced
574	Nomura Holdings Tokyo, Japan	$11.4M	-$113M	5	0.03%	Reduced
575	Hancock Whitney Gulfport, Mississippi	$11.4M	-$3.75M	4	0.39%	Reduced