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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	MAP Managed Asset Portfolios Rochester, Michigan	$5.11M	+$654K	1	2.63%	Increased
677	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$5.11M	+$5.46M	1	0.45%	New
678	Tudor Investment Corp Stamford, Connecticut	$5.1M	+$2.51M	4	0.17%	Increased
679	SIM Spark Investment Management New York	$5.05M	+$1.6M	5	0.66%	Increased
680	First National Trust Hermitage, Pennsylvania	$5.03M	+$188K	2	0.86%	Increased
681	MCM Maple Capital Management Montpelier, Vermont	$5.03M	-$389K	1	1.86%	Reduced
682	MCM Monarch Capital Management Fort Wayne, Indiana	$5M	+$470K	2	2.04%	Increased
683	CTA Colonial Trust Advisors Spartanburg, South Carolina	$5M	-$102K	1	1.68%	Reduced
684	NAMP NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania	$5M	-$312K	1	2.24%	Reduced
685	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$4.97M	-$6.09M	4	0.12%	Reduced
686	BB&T Securities Richmond, Virginia	$4.91M	+$256K	3	0.11%	Increased
687	Tokio Marine Asset Management Tokyo, Japan	$4.9M	+$733K	2	0.51%	Increased
688	SIG Sky Investment Group Hartford, Connecticut	$4.9M	+$114K	1	2.73%	Increased
689	CC Chanos & Company New York	$4.88M	+$398K	1	1.97%	Increased
690	HBK Investments Dallas, Texas	$4.86M	+$6.02M	3	0.05%	New
691	DIA Davidson Investment Advisors Great Falls, Montana	$4.77M	-$6.96K	1	0.86%	Reduced
692	CA CapWealth Advisors Franklin, Tennessee	$4.72M	-$3.94K	1	1.18%	Reduced
693	UMB Bank Kansas City, Missouri	$4.72M	-$63.3K	1	0.28%	Reduced
694	Markel Group Glen Allen, Virginia	$4.72M	$0	1	0.12%	Maintained
695	SFU Stonehage Fleming (UK) London, United Kingdom	$4.71M	+$707K	3	2.25%	Increased
696	Cullen Capital Management New York	$4.66M	+$2.04M	1	0.16%	Increased
697	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$4.65M	+$11.3K	2	1.48%	Increased
698	CIC Cutler Investment Counsel Jacksonville, Oregon	$4.65M	+$800	1	1.66%	Increased
699	Sumitomo Life Insurance Tokyo, Japan	$4.65M	-$127K	2	0.62%	Reduced
700	AAC Asset Advisors Corp Augusta, Georgia	$4.64M	-$340K	2	1.14%	Reduced