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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	CA CapWealth Advisors Franklin, Tennessee	$6.59M	+$125K	1	1.27%	Increased
677	AMG National Trust Bank Greenwood Village, Colorado	$6.59M	-$3.63K	2	0.46%	Reduced
678	CAM Cypress Asset Management Houston, Texas	$6.59M	-$551K	2	1.42%	Reduced
679	WIM Westside Investment Management Santa Monica, California	$6.56M	$0	2	3.96%	Maintained
680	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$6.53M	-$5.38M	1	0.52%	Reduced
681	Shelton Capital Management Denver, Colorado	$6.53M	+$143K	5	0.44%	Increased
682	SAM Sompo Asset Management Tokyo, Japan	$6.5M	+$466K	1	0.99%	Increased
683	VAS Valicenti Advisory Services Elmira, New York	$6.5M	-$240K	2	3.27%	Reduced
684	Profund Advisors Bethesda, Maryland	$6.48M	+$142K	6	0.27%	Increased
685	Marshall Wace North America New York	$6.42M	-$3.88M	2	0.04%	Reduced
686	EVM Evelyn V. Moreno	$6.4M	+$19.4K	1	1.91%	Increased
687	MAM Marketfield Asset Management New York	$6.39M	-$468K	1	1.67%	Reduced
688	Everett Harris & Co Los Angeles, California	$6.37M	+$209K	2	0.19%	Increased
689	Covington Capital Management Los Angeles, California	$6.34M	+$553K	4	0.42%	Increased
690	Ferguson Wellman Capital Management Portland, Oregon	$6.32M	-$109K	2	0.23%	Reduced
691	Stephens Inc Little Rock, Arkansas	$6.3M	+$180K	3	0.23%	Increased
692	Churchill Management Los Angeles, California	$6.3M	+$287K	1	0.16%	Increased
693	CS Comerica Securities Detroit, Michigan	$6.27M	+$256K	4	0.87%	Increased
694	Choate Investment Advisors Boston, Massachusetts	$6.27M	-$239K	2	0.34%	Reduced
695	Daiwa Securities Group Tokyo, Japan	$6.24M	-$4.11M	3	0.04%	Reduced
696	WI Wafra Inc New York	$6.23M	-$10.6M	1	0.3%	Reduced
697	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$6.19M	$0	3	0.74%	Maintained
698	MSL Mackay Shields LLC New York	$6.16M	$0	1	0.23%	Maintained
699	ECM Estabrook Capital Management New York	$6.16M	-$78.8K	3	0.96%	Reduced
700	ST Somerset Trust Somerset, Pennsylvania	$6.12M	-$122K	2	3.25%	Reduced