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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
576	SouthState Corp Winter Haven, Florida	$8.93M	+$74.2K	2	1.27%	Increased
577	Cohen & Steers New York	$8.88M	+$2.34M	1	0.02%	Increased
578	WC Woodstock Corp Boston, Massachusetts	$8.88M	+$135K	1	1.65%	Increased
579	GCA Gideon Capital Advisors New York	$8.84M	+$8.86M	2	3.56%	New
580	GJIC Gamble Jones Investment Counsel Pasadena, California	$8.84M	-$77.7K	2	0.92%	Reduced
581	M MOTCO San Antonio, Texas	$8.83M	-$992K	2	0.99%	Reduced
582	GP GLG Partners London, United Kingdom	$8.82M	-$715K	1	0.29%	Reduced
583	Perkins Investment Management Chicago, Illinois	$8.82M	-$1.37M	1	0.09%	Reduced
584	PIM Penobscot Investment Management Boston, Massachusetts	$8.82M	+$76.1K	3	2.79%	Increased
585	RCM Royal Capital Management New York	$8.79M	-$1.4M	1	21.29%	Reduced
586	MBTD Mechanics Bank - Trust Department Walnut Creek, California	$8.7M	-$253K	2	2.82%	Reduced
587	EIM Emerson Investment Management Boston, Massachusetts	$8.65M	-$116K	1	1.58%	Reduced
588	CC Cannell & Co New York	$8.62M	+$2.15M	3	0.25%	Increased
589	Kornitzer Capital Management Shawnee Mission, Kansas	$8.61M	+$18.3K	1	0.1%	Increased
590	AHC Adell Harriman & Carpenter Houston, Texas	$8.59M	+$119K	1	2.26%	Increased
591	Tudor Investment Corp Stamford, Connecticut	$8.59M	+$5.36M	5	0.27%	Increased
592	ECM Exchange Capital Management Ann Arbor, Michigan	$8.58M	+$70.3K	2	3.5%	Increased
593	EverPoint Asset Management Stamford, Connecticut	$8.52M	+$2.23M	2	0.16%	Increased
594	EBSAM Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$8.52M	+$407K	1	2.61%	Increased
595	KFS Kurt F. Somerville	$8.45M	+$1.37M	1	1.92%	Increased
596	PAS Professional Advisory Services Vero Beach, Florida	$8.45M	-$128K	1	2.03%	Reduced
597	AT Arden Trust Wilmington, Delaware	$8.42M	+$2.49M	4	1.23%	Increased
598	Covington Capital Management Los Angeles, California	$8.41M	-$63.6K	1	0.81%	Reduced
599	LBC Lowe Brockenbrough & Co Richmond, Virginia	$8.39M	+$33.8K	1	1.32%	Increased
600	FCG FrontFour Capital Group Greenwich, Connecticut	$8.35M	+$6.99M	1	1.29%	New