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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	Bank of Nova Scotia Toronto, Ontario, Canada	$7.23M	+$2.75M	4	0.04%	Increased
627	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$7.23M	+$299K	1	1.9%	Increased
628	CCM Cohen Capital Management Corte Madera, California	$7.22M	-$26.4K	1	1.97%	Reduced
629	PIM Penobscot Investment Management Boston, Massachusetts	$7.2M	+$34.1K	3	2.49%	Increased
630	BEAM Baker Ellis Asset Management Vancouver, Washington	$7.16M	-$212K	2	2.1%	Reduced
631	CPIM Columbia Partners Investment Management Alexandria, Virginia	$7.14M	+$84.4K	2	0.64%	Increased
632	Gratus Capital Atlanta, Georgia	$7.11M	-$162K	2	1.06%	Reduced
633	Associated Banc-Corp Green Bay, Wisconsin	$7.04M	+$210K	2	0.44%	Increased
634	MBTD Mechanics Bank - Trust Department Walnut Creek, California	$6.99M	-$165K	2	1.69%	Reduced
635	First Allied Advisory Services San Diego, California	$6.99M	+$592K	5	0.35%	Increased
636	NIM NXG Investment Management Dallas, Texas	$6.97M	-$4.65M	1	0.21%	Reduced
637	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$6.94M	+$138K	1	1.75%	Increased
638	AAC Asset Advisors Corp Augusta, Georgia	$6.93M	+$67.4K	2	1.38%	Increased
639	DBT Dubuque Bank & Trust Dubuque, Iowa	$6.85M	+$3.28M	3	1.21%	Increased
640	Quantbot Technologies New York	$6.83M	-$3.55M	4	0.76%	Reduced
641	Perkins Investment Management Chicago, Illinois	$6.82M	+$22.3K	1	0.09%	Increased
642	MFP Michael F. Price	$6.81M	-$1.07M	1	0.83%	Reduced
643	NC Nitorum Capital New York	$6.8M	+$1.19M	1	1.96%	Increased
644	CNB Camden National Bank Camden, Maine	$6.79M	+$6.52M	1	2.09%	New
645	Capstone Investment Advisors New York	$6.78M	+$5.54M	2	0.21%	Increased
646	AHB Abner Herrman & Brock Jersey City, New Jersey	$6.76M	+$99.8K	1	1.42%	Increased
647	IFP Advisors Tampa, Florida	$6.75M	+$2.71M	7	0.33%	Increased
648	UF Univest Financial Souderton, Pennsylvania	$6.73M	+$3.47M	2	2.85%	Increased
649	FNFDCM Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$6.73M	$0	2	1.11%	Maintained
650	SAM Sompo Asset Management Tokyo, Japan	$6.72M	+$6.49M	1	0.88%	New