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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
676	RSS Rosenblum Silverman Sutton San Francisco, California	$5.32M	+$371K	1	2.39%	Increased
677	Private Advisor Group Morristown, New Jersey	$5.31M	+$651K	2	0.37%	Increased
678	SCM SkyTop Capital Management Rutherford, New Jersey	$5.3M	-$2.52M	1	4.09%	Reduced
679	PTC Private Trust Company Cleveland, Ohio	$5.3M	-$353K	4	1.8%	Reduced
680	LRPA L. Roy Papp & Associates Phoenix, Arizona	$5.27M	+$79.2K	1	1.22%	Increased
681	MIC MU Investments Company Tokyo, Japan	$5.27M	-$143K	2	2.59%	Reduced
682	PFM Parsec Financial Management Asheville, North Carolina	$5.26M	+$511K	1	0.58%	Increased
683	AHL Partners London, United Kingdom	$5.25M	+$5.5M	5	0.41%	New
684	Profund Advisors Bethesda, Maryland	$5.23M	-$811K	5	0.25%	Reduced
685	IIM Ipswich Investment Management Beverly, Massachusetts	$5.22M	-$289K	2	2.22%	Reduced
686	DA Dillon & Associates Jackson, Michigan	$5.21M	+$69.8K	1	2.66%	Increased
687	Douglass Winthrop Advisors New York	$5.17M	-$141K	2	0.48%	Reduced
688	FineMark National Bank & Trust Fort Myers, Florida	$5.15M	+$44.1K	5	0.82%	Increased
689	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$5.15M	+$563K	1	0.76%	Increased
690	MA Menlo Advisors Menlo Park, California	$5.15M	+$21.6K	1	3.74%	Increased
691	CIS Connors Investor Services Wyomissing, Pennsylvania	$5.15M	+$451K	1	1.25%	Increased
692	BSPF British Steel Pension Fund London, United Kingdom	$5.14M	+$2.93M	2	0.51%	Increased
693	ICM ICC Capital Management Orlando, Florida	$5.14M	+$4.92M	1	0.62%	New
694	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$5.11M	-$1.63M	3	0.83%	Reduced
695	Sumitomo Life Insurance Tokyo, Japan	$5.1M	-$466K	1	0.5%	Reduced
696	Cohen & Steers New York	$5.1M	-$662K	1	0.02%	Reduced
697	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$5.1M	+$381K	1	1.37%	Increased
698	TCM Tran Capital Management San Rafael, California	$5.09M	+$414K	1	0.1%	Increased
699	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$5.07M	-$101K	2	0.65%	Reduced
700	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$4.96M	-$102K	1	1.59%	Reduced