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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	PC Passport Capital San Francisco, California	$7.5M	+$585K	1	0.13%	Increased
602	HP Hikari Power Tokyo, Japan	$7.49M	$0	1	1.08%	Maintained
603	CW Cabot-Wellington Boston, Massachusetts	$7.48M	+$50.3K	1	2.65%	Increased
604	NIM Northeast Investment Management Boston, Massachusetts	$7.44M	+$505K	1	0.75%	Increased
605	HFS Haverford Financial Services Radnor, Pennsylvania	$7.44M	-$133K	1	3.26%	Reduced
606	NIA Northstar Investment Advisors Denver, Colorado	$7.43M	-$5.89K	1	1.92%	Reduced
607	NAMP NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania	$7.39M	+$67.2K	1	3.15%	Increased
608	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$7.34M	+$108K	1	0.87%	Increased
609	OA Oak Associates Akron, Ohio	$7.32M	-$181K	1	0.89%	Reduced
610	Catalyst Capital Advisors Huntington, New York	$7.3M	+$189K	4	1.19%	Increased
611	HTI Hikari Tsushin Inc Tokyo, Japan	$7.24M	$0	1	1.14%	Maintained
612	MPM Meritage Portfolio Management Overland Park, Kansas	$7.22M	+$118K	1	0.79%	Increased
613	GMIM General Motors Investment Management New York	$7.2M	+$214K	5	0.58%	Increased
614	WCM Windward Capital Management Los Angeles, California	$7.17M	-$51.4K	1	2.45%	Reduced
615	Jefferies Group New York	$7.15M	+$4.63M	3	0.06%	Increased
616	SIM Sentry Investment Management Stevens Point, Wisconsin	$7.06M	-$525K	3	0.37%	Reduced
617	Choate Investment Advisors Boston, Massachusetts	$7.05M	-$153K	3	0.41%	Reduced
618	CC Cannell & Co New York	$7.02M	+$102K	4	0.22%	Increased
619	MIU Man Investments (UK) London, United Kingdom	$7M	+$55K	5	0.54%	Increased
620	GCP GSA Capital Partners London, United Kingdom	$6.99M	+$5.2M	5	0.31%	Increased
621	PP Palladium Partners Norfolk, Virginia	$6.97M	-$129K	3	0.62%	Reduced
622	FNFDCM Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$6.96M	+$18.7K	1	1.28%	Increased
623	LG Leuthold Group Minneapolis, Minnesota	$6.95M	-$8.22K	1	0.59%	Reduced
624	CAM Camden Asset Management Los Angeles, California	$6.93M	+$7.02M	1	0.4%	New
625	BCM BTR Capital Management Oakland, California	$6.91M	+$964K	1	1.9%	Increased