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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
626	FA FDx Advisors Chicago, Illinois	$6.32M	-$187K	3	0.41%	Reduced
627	VAS Valicenti Advisory Services Elmira, New York	$6.28M	+$2.71M	1	3.84%	Increased
628	PP Palladium Partners Norfolk, Virginia	$6.27M	-$283K	2	0.56%	Reduced
629	SMM Stadion Money Management Watkinsville, Georgia	$6.25M	+$1.11M	2	0.26%	Increased
630	SIM Sentry Investment Management Stevens Point, Wisconsin	$6.21M	-$504K	3	0.32%	Reduced
631	P Pitcairn Conshohocken, Pennsylvania	$6.21M	+$460K	3	0.7%	Increased
632	Choate Investment Advisors Boston, Massachusetts	$6.2M	-$382K	3	0.37%	Reduced
633	MSR Main Street Research Lakeville, Connecticut	$6.19M	+$369K	1	1.38%	Increased
634	FCT Family Capital Trust Peabody, Massachusetts	$6.18M	+$2.64M	1	3.4%	Increased
635	Mackenzie Financial Toronto Ontario, Ontario, Canada	$6.18M	-$28.1M	4	0.03%	Reduced
636	CTA Colonial Trust Advisors Spartanburg, South Carolina	$6.16M	-$57.3K	1	1.91%	Reduced
637	OAM Oxford Asset Management Oxford, United Kingdom	$6.16M	-$1.39M	1	0.14%	Reduced
638	Cambridge Investment Research Advisors Fairfield, Iowa	$6.15M	+$245K	3	0.18%	Increased
639	MCM Maple Capital Management Montpelier, Vermont	$6.14M	-$89.9K	1	2.33%	Reduced
640	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$6.13M	$0	1	0.9%	Maintained
641	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$6.1M	+$299K	1	1.43%	Increased
642	CWA Constellation Wealth Advisors New York	$6.09M	+$6.29M	1	0.56%	New
643	Catalyst Capital Advisors Huntington, New York	$6.07M	-$740K	2	0.78%	Reduced
644	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$6.07M	$0	3	0.79%	Maintained
645	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$6.07M	-$80K	1	2.92%	Reduced
646	CL Croft-Leominster Baltimore, Maryland	$6.05M	+$22.4K	1	1.06%	Increased
647	CCM Cohen Capital Management Corte Madera, California	$6.03M	$0	1	1.61%	Maintained
648	AAA Adams Asset Advisors Dallas, Texas	$6.02M	$0	1	1.01%	Maintained
649	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$5.99M	+$340K	2	2.3%	Increased
650	Virtu KCG Holdings New York	$5.96M	+$58.2K	6	0.12%	Increased