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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	JA JLB & Associates Plymouth, Michigan	$13M	-$105K	2	2.38%	Reduced
577	WC Woodstock Corp Boston, Massachusetts	$12.9M	-$153K	1	2.11%	Reduced
578	KFS Kurt F. Somerville	$12.9M	-$885K	1	2.43%	Reduced
579	CCM Cinctive Capital Management New York	$12.9M	+$12.4M	1	1.35%	New
580	Rafferty Asset Management New York	$12.9M	+$1.73M	5	0.2%	Increased
581	Schonfeld Strategic Advisors New York	$12.8M	-$9.32M	6	0.31%	Reduced
582	RIM Redpoint Investment Management Sydney, NSW, Australia	$12.7M	+$1.08M	3	0.62%	Increased
583	GIM Grassi Investment Management Santa Clara, California	$12.6M	+$5.46M	2	1.71%	Increased
584	First Allied Advisory Services San Diego, California	$12.6M	-$222K	4	0.43%	Reduced
585	Cullen/Frost Bankers San Antonio, Texas	$12.6M	+$1.91M	3	0.34%	Increased
586	Crestwood Advisors Group Boston, Massachusetts	$12.6M	-$75.6K	2	0.5%	Reduced
587	QIM Quantitative Investment Management Charlottesville, Virginia	$12.6M	-$55.2K	2	0.38%	Reduced
588	PAM Private Asset Management San Diego, California	$12.6M	-$234K	1	2.05%	Reduced
589	Allstate Corporation Northbrook, Illinois	$12.5M	-$65.1K	4	0.23%	Reduced
590	GIA Granite Investment Advisors Concord, New Hampshire	$12.4M	-$2.51M	2	2.34%	Reduced
591	BC Beaconlight Capital New York	$12.4M	-$7.32M	1	2.62%	Reduced
592	WSCM Wellington Shields Capital Management New York	$12.4M	+$1.06M	3	1.91%	Increased
593	H HoyleCohen San Diego, California	$12.4M	-$85K	2	1.97%	Reduced
594	CC Courier Capital Buffalo, New York	$12.4M	-$235K	2	1.45%	Reduced
595	Chilton Capital Management Houston, Texas	$12.4M	+$130K	1	0.99%	Increased
596	WAS Wesleyan Assurance Society Birmingham, United Kingdom	$12.3M	$0	1	2.31%	Maintained
597	Glenview Trust Louisville, Kentucky	$12.3M	+$45K	2	0.69%	Increased
598	BAC Boys Arnold & Co Asheville, North Carolina	$12.3M	+$21K	1	1.68%	Increased
599	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$12.3M	-$1.76M	3	1.03%	Reduced
600	Railway Pension Investments London, United Kingdom	$12.3M	-$2.18M	2	0.14%	Reduced