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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
601	GMIM General Motors Investment Management New York	$6.64M	-$444K	5	0.58%	Reduced
602	CTA Colonial Trust Advisors Spartanburg, South Carolina	$6.64M	+$37.2K	1	2.25%	Increased
603	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$6.62M	+$95.5K	1	2.2%	Increased
604	PP Palladium Partners Norfolk, Virginia	$6.59M	$0	3	0.67%	Maintained
605	CAM Cypress Asset Management Houston, Texas	$6.58M	+$567K	1	1.22%	Increased
606	Chilton Investment Company Stamford, Connecticut	$6.55M	+$35.4K	1	0.18%	Increased
607	JA JLB & Associates Plymouth, Michigan	$6.55M	+$557K	2	2.76%	Increased
608	CCT Country Club Trust Kansas City, Missouri	$6.53M	+$109K	1	1.04%	Increased
609	DY Dowling & Yahnke San Diego, California	$6.52M	+$63K	2	1.02%	Increased
610	NIA Northstar Investment Advisors Denver, Colorado	$6.49M	+$16.4K	1	1.94%	Increased
611	CCG Cypress Capital Group Palm Beach, Florida	$6.49M	-$1.22M	2	1.6%	Reduced
612	FNFDCM Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$6.46M	-$7.79K	1	1.25%	Reduced
613	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$6.45M	-$22.9K	1	0.9%	Reduced
614	Sumitomo Life Insurance Tokyo, Japan	$6.45M	-$227K	1	0.6%	Reduced
615	BFA Beaumont Financial Advisors Needham, Massachusetts	$6.42M	+$566K	2	0.57%	Increased
616	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$6.42M	-$368K	2	1.45%	Reduced
617	VW Vantage Wealth Pasadena, California	$6.38M	-$183K	1	5.03%	Reduced
618	BT Beacon Trust Morristown, New Jersey	$6.37M	+$5.24M	2	1.18%	Increased
619	SSB Sandy Spring Bank Olney, Maryland	$6.3M	-$111K	2	0.94%	Reduced
620	PFM Parsec Financial Management Asheville, North Carolina	$6.25M	-$677K	1	0.81%	Reduced
621	CONA Capital One National Association New York	$6.23M	+$1.96M	4	0.64%	Increased
622	AIP ARS Investment Partners New York	$6.23M	-$1M	2	1.06%	Reduced
623	VAM Visium Asset Management New York	$6.23M	+$3.75M	3	0.14%	Increased
624	Bessemer Group Woodbridge, New Jersey	$6.22M	-$7.62M	5	0.05%	Reduced
625	CCM Cohen Capital Management Corte Madera, California	$6.16M	$0	1	1.9%	Maintained