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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	AAC Asset Advisors Corp Augusta, Georgia	$6.17M	+$1.2M	2	1.38%	Increased
677	RSVP Ramsay Stattman Vela & Price Colorado Springs, Colorado	$6.11M	+$11.7K	1	3%	Increased
678	Choate Investment Advisors Boston, Massachusetts	$6.11M	-$57.9K	3	0.35%	Reduced
679	OI Oakbrook Investments Lisle, Illinois	$6.08M	-$7.1M	3	0.37%	Reduced
680	CL Croft-Leominster Baltimore, Maryland	$6.03M	-$13.6K	1	1.16%	Reduced
681	First National Trust Hermitage, Pennsylvania	$5.99M	-$50.5K	2	0.96%	Reduced
682	SIG Sky Investment Group Hartford, Connecticut	$5.98M	+$29.2K	1	3.17%	Increased
683	PCA Private Capital Advisors Darien, Connecticut	$5.96M	-$30.7K	1	1.94%	Reduced
684	DIA Davidson Investment Advisors Great Falls, Montana	$5.96M	+$56.6K	1	0.9%	Increased
685	UMB Bank Kansas City, Missouri	$5.95M	-$703K	1	0.27%	Reduced
686	GIP Granite Investment Partners El Segundo, California	$5.94M	+$17.4K	1	0.55%	Increased
687	NP NS Partners London, United Kingdom	$5.92M	+$5.97M	1	0.94%	New
688	P Pitcairn Conshohocken, Pennsylvania	$5.92M	-$253K	3	0.68%	Reduced
689	CA CapWealth Advisors Franklin, Tennessee	$5.89M	+$437K	1	1.39%	Increased
690	NCM Narwhal Capital Management Marietta, Georgia	$5.88M	+$236K	2	2.14%	Increased
691	FCMC Founders Capital Management (Connecticut) East Hartford, Connecticut	$5.88M	+$8.07K	1	3.53%	Increased
692	Markel Group Glen Allen, Virginia	$5.88M	$0	1	0.15%	Maintained
693	GIM Grassi Investment Management Santa Clara, California	$5.86M	-$117K	1	1.1%	Reduced
694	Davis Selected Advisers Tucson, Arizona	$5.85M	+$6.15M	1	0.02%	New
695	Virtu KCG Holdings New York	$5.84M	+$773K	6	0.1%	Increased
696	TCM Tran Capital Management San Rafael, California	$5.84M	+$57.9K	1	0.14%	Increased
697	MA Menlo Advisors Menlo Park, California	$5.83M	-$209K	1	4.08%	Reduced
698	HC Highmount Capital New York	$5.81M	+$77K	2	1.49%	Increased
699	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$5.8M	-$251K	1	1.6%	Reduced
700	CIC Cutler Investment Counsel Jacksonville, Oregon	$5.79M	+$4.55K	1	1.89%	Increased