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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	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$12.3M	-$40.3K	3	0.12%	Reduced
577	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$12.3M	+$65.5K	1	1.62%	Increased
578	OGC Oak Grove Capital North Hampton, New Hampshire	$12.3M	-$839K	2	2.74%	Reduced
579	NP NS Partners London, United Kingdom	$12.2M	-$922K	1	0.64%	Reduced
580	1M 13D Management New York	$12.1M	-$3.17M	1	4.16%	Reduced
581	IAM Impala Asset Management Palm Beach, Florida	$12.1M	+$11.7M	1	0.8%	New
582	TCM Tygh Capital Management Portland, Oregon	$12M	+$2.97M	1	1.64%	Increased
583	TCM Tufton Capital Management Hunt Valley, Maryland	$12M	-$1.03M	2	1.97%	Reduced
584	PHK Point72 Hong Kong Hong Kong	$12M	+$10.1M	5	0.39%	Increased
585	BBI Baxter Bros Inc Riverside, Connecticut	$12M	+$1.49M	2	1.9%	Increased
586	Hancock Whitney Gulfport, Mississippi	$11.9M	-$562K	4	0.38%	Reduced
587	AF Ally Financial Detroit, Michigan	$11.9M	$0	2	1.18%	Maintained
588	WIC Willis Investment Counsel Gainesville, Georgia	$11.9M	+$3.7K	1	0.7%	Increased
589	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$11.8M	-$90.2K	5	0.21%	Reduced
590	KTA Keeley-Teton Advisors Chicago, Illinois	$11.8M	-$136K	2	1.25%	Reduced
591	Rathbones Group Liverpool, United Kingdom	$11.7M	+$80.3K	2	0.13%	Increased
592	IC Inscription Capital Houston, Texas	$11.7M	+$9.46M	2	1.32%	Increased
593	PWP Principle Wealth Partners Madison, Connecticut	$11.7M	+$58.9K	2	1.32%	Increased
594	RiverFront Investment Group Richmond, Virginia	$11.5M	+$693K	3	0.23%	Increased
595	Atlantic Union Bankshares Glen Allen, Virginia	$11.4M	+$188K	3	1.1%	Increased
596	DP Dearborn Partners Chicago, Illinois	$11.4M	+$69.8K	1	0.46%	Increased
597	Citizens Financial Group Providence, Rhode Island	$11.4M	-$128K	3	0.49%	Reduced
598	Penserra Capital Management Orinda, California	$11.4M	-$1.21M	4	0.21%	Reduced
599	SM Sciencast Management Princeton, New Jersey	$11.3M	+$8.45M	3	2.37%	Increased
600	First Horizon Advisors Memphis, Tennessee	$11.3M	-$93.6K	5	0.61%	Reduced