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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	WCM Investment Management Laguna Beach, California	$6.79M	+$5.06M	1	0.17%	Increased
577	CCT Chemung Canal Trust Elmira, New York	$6.74M	-$335K	1	1.64%	Reduced
578	TCM Tufton Capital Management Hunt Valley, Maryland	$6.71M	-$292K	1	1.48%	Reduced
579	RCYC Richard C. Young & Co Newport, Rhode Island	$6.71M	+$6.5M	1	1.66%	Increased
580	FNB First Niagara Bank Lockport, New York	$6.68M	-$41K	2	1.75%	Reduced
581	CAM Cypress Asset Management Houston, Texas	$6.67M	+$29.6K	2	1.4%	Increased
582	PFM Parsec Financial Management Asheville, North Carolina	$6.67M	+$481K	1	0.73%	Increased
583	FineMark National Bank & Trust Fort Myers, Florida	$6.65M	+$731K	5	0.9%	Increased
584	GJIC Gamble Jones Investment Counsel Pasadena, California	$6.63M	-$332K	2	0.76%	Reduced
585	WC Woodstock Corp Boston, Massachusetts	$6.62M	-$205K	1	1.51%	Reduced
586	MBTD Mechanics Bank - Trust Department Walnut Creek, California	$6.58M	+$55.1K	2	2.63%	Increased
587	Allstate Corporation Northbrook, Illinois	$6.56M	+$604K	2	0.68%	Increased
588	Kornitzer Capital Management Shawnee Mission, Kansas	$6.48M	-$19.6K	1	0.1%	Reduced
589	KFS Kurt F. Somerville	$6.47M	-$362K	1	1.65%	Reduced
590	SouthState Corp Winter Haven, Florida	$6.47M	-$54.8K	1	0.99%	Reduced
591	DY Dowling & Yahnke San Diego, California	$6.47M	-$2.71K	2	0.88%	Reduced
592	Gotham Asset Management New York	$6.46M	-$70.8M	4	0.06%	Reduced
593	First Merchants Corp Muncie, Indiana	$6.46M	-$428K	2	2.31%	Reduced
594	VW Vantage Wealth Pasadena, California	$6.44M	+$1.41M	1	3.93%	Increased
595	NCIM New Century Investment Management Southfield, Michigan	$6.43M	+$2.88M	2	3.24%	Increased
596	MC Moors & Cabot Boston, Massachusetts	$6.43M	+$617K	5	1.19%	Increased
597	LBC Lowe Brockenbrough & Co Richmond, Virginia	$6.42M	+$59.5K	1	1.12%	Increased
598	Bailard Foster City, California	$6.42M	+$169K	3	1%	Increased
599	CIC Cornercap Investment Counsel Atlanta, Georgia	$6.39M	+$6.51M	1	1.27%	Increased
600	Simplex Trading Chicago, Illinois	$6.37M	+$5.72M	3	0.47%	Increased