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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
651	GG Greenwood Gearhart Fayetteville, Arkansas	$5.87M	+$175K	1	2.69%	Increased
652	PCA Private Capital Advisors Darien, Connecticut	$5.81M	-$74.6K	1	1.88%	Reduced
653	Addenda Capital Montreal, Quebec, Canada	$5.7M	+$220K	1	0.5%	Increased
654	SIG Sky Investment Group Hartford, Connecticut	$5.69M	+$999K	1	3.07%	Increased
655	VW Vantage Wealth Pasadena, California	$5.68M	+$89.9K	1	3.64%	Increased
656	BEAM Baker Ellis Asset Management Vancouver, Washington	$5.65M	-$16K	2	1.95%	Reduced
657	QIM Quest Investment Management Lake Oswego, Oregon	$5.61M	-$462K	1	0.59%	Reduced
658	Markel Group Glen Allen, Virginia	$5.6M	$0	1	0.16%	Maintained
659	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$5.57M	+$379K	1	1.3%	Increased
660	BFA Beaumont Financial Advisors Needham, Massachusetts	$5.55M	-$72.9K	1	0.36%	Reduced
661	CIC Cutler Investment Counsel Jacksonville, Oregon	$5.55M	-$29K	1	1.89%	Reduced
662	CIA CCM Investment Advisers Columbia, South Carolina	$5.54M	-$17.2M	1	0.5%	Reduced
663	Shelton Capital Management Denver, Colorado	$5.51M	$0	4	0.74%	Maintained
664	MC Moors & Cabot Boston, Massachusetts	$5.49M	+$429K	4	0.93%	Increased
665	AT Arden Trust Wilmington, Delaware	$5.46M	+$15.7K	2	0.75%	Increased
666	MAM Majedie Asset Management London, United Kingdom	$5.45M	+$5.22M	1	0.92%	New
667	Fort Washington Investment Advisors Cincinnati, Ohio	$5.44M	-$104K	1	0.11%	Reduced
668	GIP Granite Investment Partners El Segundo, California	$5.44M	-$523K	1	0.74%	Reduced
669	GIM Grassi Investment Management Santa Clara, California	$5.44M	+$89.9K	1	1.03%	Increased
670	BIC Bridges Investment Counsel Omaha, Nebraska	$5.44M	-$21.3K	1	1.25%	Reduced
671	DIA Davidson Investment Advisors Great Falls, Montana	$5.43M	-$280K	1	0.84%	Reduced
672	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$5.41M	-$17.5K	1	1.62%	Reduced
673	Associated Banc-Corp Green Bay, Wisconsin	$5.41M	+$2.37M	2	0.36%	Increased
674	Munder Capital Management Birmingham, Michigan	$5.34M	+$3.93M	2	0.04%	Increased
675	PWW Pettyjohn Wood & White Lynchburg, Virginia	$5.33M	+$394K	1	2.3%	Increased