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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	MCM McKinley Capital Management Anchorage, Alaska	$9.3M	-$427K	2	0.67%	Reduced
602	FP Foundry Partners Minneapolis, Minnesota	$9.29M	+$39.3K	1	0.37%	Increased
603	FBP Flippin Bruce & Porter Lynchburg, Virginia	$9.29M	+$100K	1	1.66%	Increased
604	GG Greenwood Gearhart Fayetteville, Arkansas	$9.29M	-$5.32K	1	2.73%	Reduced
605	RCM Riverpark Capital Management New York	$9.25M	-$1.77M	1	2.11%	Reduced
606	GIA Granite Investment Advisors Concord, New Hampshire	$9.18M	-$379K	1	1.77%	Reduced
607	MPAM Monarch Partners Asset Management Boston, Massachusetts	$9.17M	+$9.47M	1	1.38%	New
608	SAM Sandbar Asset Management London, United Kingdom	$9.1M	+$8.03M	1	6.99%	Increased
609	HFS Haverford Financial Services Radnor, Pennsylvania	$9.04M	-$287K	1	3.24%	Reduced
610	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$8.9M	+$4.44M	2	2.35%	Increased
611	SCCM Schafer Cullen Capital Management New York	$8.87M	+$870K	2	0.13%	Increased
612	VIP Vantage Investment Partners Kansas City, Missouri	$8.85M	+$35.5K	1	0.82%	Increased
613	HA Heartland Advisors Milwaukee, Wisconsin	$8.83M	-$490K	1	0.65%	Reduced
614	VW Vantage Wealth Pasadena, California	$8.83M	+$77.9K	1	3.92%	Increased
615	DY Dowling & Yahnke San Diego, California	$8.83M	+$5.85M	2	0.85%	Increased
616	RAM RK Asset Management Grosse Pointe Farms, Michigan	$8.79M	-$214K	1	8.44%	Reduced
617	FCMC Founders Capital Management (Connecticut) East Hartford, Connecticut	$8.79M	-$6.16K	1	3.22%	Reduced
618	BNP Paribas Asset Management Paris, France	$8.77M	-$13.7M	3	0.07%	Reduced
619	CTA Colonial Trust Advisors Spartanburg, South Carolina	$8.76M	+$816K	1	1.66%	Increased
620	CIM Cambria Investment Management Manhattan Beach, California	$8.69M	-$9.04K	2	1.35%	Reduced
621	ATC Argent Trust Co Nashville, Tennessee	$8.67M	-$1.02M	3	0.91%	Reduced
622	AHC Adell Harriman & Carpenter Houston, Texas	$8.67M	+$362K	1	1.69%	Increased
623	BAM Barrett Asset Management New York	$8.67M	-$41.6K	1	0.58%	Reduced
624	NN Investment Partners Holdings The Hague, Netherlands	$8.64M	-$19.6M	1	0.07%	Reduced
625	SLG Stanley-Laman Group Berwyn, Pennsylvania	$8.64M	-$94.4K	3	2.1%	Reduced