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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	MCM Mattern Capital Management Lakewood, Colorado	$7.91M	+$1.36M	2	2.3%	Increased
627	ATC Argent Trust Co Nashville, Tennessee	$7.89M	+$628K	4	0.74%	Increased
628	YIA YHB Investment Advisors West Hartford, Connecticut	$7.87M	-$2.51M	2	1.14%	Reduced
629	BHA Beech Hill Advisors New York	$7.87M	+$6.58M	2	3.99%	Increased
630	Walleye Trading New York	$7.83M	+$3.02M	4	0.05%	Increased
631	AT Arden Trust Wilmington, Delaware	$7.82M	+$1.17M	3	1.44%	Increased
632	GIM Goelzer Investment Management Carmel, Indiana	$7.82M	-$855K	2	0.75%	Reduced
633	CA Cullinan Associates Louisville, Kentucky	$7.81M	-$2.86M	2	0.55%	Reduced
634	Hantz Financial Services Southfield, Michigan	$7.79M	+$2.24M	2	0.44%	Increased
635	SCM SKBA Capital Management San Francisco, California	$7.78M	+$7.88M	1	1.51%	New
636	BCM BTC Capital Management Des Moines, Iowa	$7.74M	+$1.47M	1	1.18%	Increased
637	KPCM Kings Point Capital Management Great Neck, New York	$7.68M	+$7.29M	2	1.11%	Increased
638	1M 13D Management New York	$7.66M	+$454K	1	3.33%	Increased
639	PFS Investments Duluth, Georgia	$7.66M	+$3.01M	3	0.28%	Increased
640	SCA Snowden Capital Advisors New York	$7.64M	-$2.16M	4	0.65%	Reduced
641	SSB Sandy Spring Bank Olney, Maryland	$7.63M	-$852K	3	0.57%	Reduced
642	DY Dowling & Yahnke San Diego, California	$7.6M	+$250K	2	0.64%	Increased
643	GECH Garnet Equity Capital Holdings New York	$7.58M	-$240K	1	1.5%	Reduced
644	CCP Clifford Capital Partners Alpine, Utah	$7.54M	+$7.63M	1	3.89%	New
645	Old National Bancorp Evansville, Indiana	$7.46M	-$7.61M	3	0.38%	Reduced
646	Calamos Wealth Management Naperville, Illinois	$7.46M	+$248K	3	0.93%	Increased
647	People's United Financial Bridgeport, Connecticut	$7.41M	-$2.07M	3	0.22%	Reduced
648	CC Cipher Capital New York	$7.4M	+$6.47M	1	1.17%	Increased
649	Birch Hill Investment Advisors Boston, Massachusetts	$7.38M	-$6.28M	1	0.54%	Reduced
650	DTL Dynamic Technology Lab Singapore	$7.34M	+$5.87M	5	1.1%	Increased