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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
701	Eagle Ridge Investment Management Stamford, Connecticut	$4.17M	+$4.22M	1	2.41%	New
702	Nicholas Company Milwaukee, Wisconsin	$4.17M	+$4.4M	1	0.13%	New
703	State of Alaska Department of Revenue Juneau, Alaska	$4.16M	+$4.13M	3	1.1%	New
704	MSS Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$4.11M	+$4.15M	1	0.9%	New
705	GCM Garland Capital Management Bellevue, Washington	$4.1M	+$4.15M	1	2.96%	New
706	Meag Munich Ergo Munich, Germany	$4.09M	+$4.07M	2	0.31%	New
707	DD Dominick & Dominick New York	$4.08M	+$4.13M	1	2.38%	New
708	WCM Investment Management Laguna Beach, California	$4.08M	+$4.18M	1	0.22%	New
709	Torray Investment Partners Bethesda, Maryland	$4.06M	+$4.1M	1	0.88%	New
710	Hikari Tsushin Inc Tokyo, Japan	$4.05M	+$4.1M	1	0.92%	New
711	PTB Pioneer Trust Bank Salem, Oregon	$4.04M	+$4.09M	1	3.13%	New
712	Truist Financial Charlotte, North Carolina	$4.04M	+$4.06M	2	0.15%	New
713	Goelzer Investment Management Carmel, Indiana	$4.01M	+$4.05M	1	0.43%	New
714	HFM Hartford Financial Management Hartford, Connecticut	$3.99M	+$4.03M	1	2.76%	New
715	RSVP Ramsay Stattman Vela & Price Colorado Springs, Colorado	$3.96M	+$4M	1	2.45%	New
716	J.P. Marvel Investment Advisors Boston, Massachusetts	$3.95M	+$3.99M	1	1.64%	New
717	TAM THB Asset Management Norwalk, Connecticut	$3.93M	+$4.03M	1	0.26%	New
718	AAA Adams Asset Advisors Dallas, Texas	$3.91M	+$4.01M	1	0.61%	New
719	Abner Herrman & Brock Jersey City, New Jersey	$3.89M	+$3.93M	1	1.65%	New
720	Grassi Investment Management Santa Clara, California	$3.85M	+$3.89M	1	1.03%	New
721	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$3.84M	+$3.61M	1	1.13%	New
722	TCOO Trust Company of Oklahoma Tulsa, Oklahoma	$3.82M	+$3.86M	1	2.96%	New
723	DA DSC Advisors Chicago, Illinois	$3.81M	+$3.07M	1	2.52%	New
724	Pittenger & Anderson Inc Lincoin, Nebraska	$3.81M	+$3.85M	1	0.66%	New
725	WMS Partners Towson, Maryland	$3.74M	+$3.78M	1	0.68%	New