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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	CCM Cohen Capital Management Corte Madera, California	$8.4M	$0	1	1.95%	Maintained
627	Associated Banc-Corp Green Bay, Wisconsin	$8.39M	-$114K	2	0.45%	Reduced
628	RCM Riverpark Capital Management New York	$8.37M	+$8.19M	1	1.2%	New
629	First Allied Advisory Services San Diego, California	$8.35M	-$303K	5	0.33%	Reduced
630	SFM Systematic Financial Management Teaneck, New Jersey	$8.35M	+$1.85M	2	0.17%	Increased
631	NRS Neville Rodie & Shaw New York	$8.33M	+$569K	1	0.88%	Increased
632	Close Asset Management London, United Kingdom	$8.32M	-$205K	2	0.75%	Reduced
633	Jefferies Group New York	$8.3M	-$6.33M	6	0.04%	Reduced
634	AIP ARS Investment Partners New York	$8.26M	+$1.38K	2	1%	Increased
635	CAM Claret Asset Management Montreal, Quebec, Canada	$8.23M	+$8.99M	2	1.79%	New
636	Gradient Investments Arden Hills, Minnesota	$8.19M	+$351K	3	0.47%	Increased
637	WDA Wendell David Associates Portsmouth, New Hampshire	$8.13M	-$176K	2	1.39%	Reduced
638	Cetera Advisor Networks El Segundo, California	$8.1M	-$323K	2	0.34%	Reduced
639	Fuller & Thaler Asset Management San Mateo, California	$8.02M	-$451K	4	0.1%	Reduced
640	CC Cannell & Co New York	$8.01M	+$228K	3	0.28%	Increased
641	Meag Munich Ergo Munich, Germany	$8M	-$459K	3	0.31%	Reduced
642	AHC Adell Harriman & Carpenter Houston, Texas	$7.97M	-$243K	1	1.69%	Reduced
643	BPM Bowling Portfolio Management Cincinnati, Ohio	$7.94M	+$387K	3	1.06%	Increased
644	CCT Country Club Trust Kansas City, Missouri	$7.94M	-$539K	1	1.07%	Reduced
645	PL Parkwood LLC Cleveland, Ohio	$7.94M	+$7.27M	2	1.08%	Increased
646	CNB Camden National Bank Camden, Maine	$7.86M	+$125K	1	2.28%	Increased
647	RBA Richard Bernstein Advisors New York	$7.82M	+$1.24M	3	0.34%	Increased
648	VW Vantage Wealth Pasadena, California	$7.82M	$0	1	4.15%	Maintained
649	CAM Cortina Asset Management Milwaukee, Wisconsin	$7.8M	+$1.25M	1	0.34%	Increased
650	WC Wexford Capital West Palm Beach, Florida	$7.8M	+$4M	1	0.67%	Increased