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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	Azimuth Capital Management Bloomfield Hills, Michigan	$4.88M	+$19.8K	1	0.67%	Increased
702	DA Dillon & Associates Jackson, Michigan	$4.86M	+$54.6K	1	2.71%	Increased
703	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$4.83M	+$4.68M	5	0.66%	New
704	State of Alaska Department of Revenue Juneau, Alaska	$4.81M	-$41.4K	3	1.13%	Reduced
705	ANBTV American National Bank & Trust (Virginia) Danville, Virginia	$4.81M	-$71.4K	1	2.59%	Reduced
706	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$4.79M	-$50.5K	1	2.65%	Reduced
707	Jefferies Group New York	$4.75M	+$3.88M	2	0.05%	Increased
708	GCM Garland Capital Management Bellevue, Washington	$4.73M	-$31.2K	1	4%	Reduced
709	TIP Torray Investment Partners Bethesda, Maryland	$4.71M	+$1.11K	1	1.02%	Increased
710	SCM Stux Capital Management New York	$4.7M	+$2.14M	3	0.62%	Increased
711	RSVP Ramsay Stattman Vela & Price Colorado Springs, Colorado	$4.7M	+$97.2K	1	2.71%	Increased
712	DD Dominick & Dominick New York	$4.68M	-$58.4K	1	2.59%	Reduced
713	PTB Pioneer Trust Bank Salem, Oregon	$4.67M	-$21.9K	1	3.58%	Reduced
714	FineMark National Bank & Trust Fort Myers, Florida	$4.66M	+$568K	4	1.15%	Increased
715	PC Passport Capital San Francisco, California	$4.64M	+$4.47M	1	0.15%	New
716	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$4.62M	-$42.8K	1	1.32%	Reduced
717	HFM Hartford Financial Management Hartford, Connecticut	$4.62M	-$11.1K	1	3.19%	Reduced
718	Meiji Yasuda Life Insurance Tokyo, Japan	$4.61M	-$476K	2	0.84%	Reduced
719	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$4.58M	+$154K	1	0.73%	Increased
720	JPMIA J.P. Marvel Investment Advisors Boston, Massachusetts	$4.57M	-$10.3K	1	1.77%	Reduced
721	First Horizon Advisors Memphis, Tennessee	$4.53M	+$3.98M	4	0.73%	Increased
722	Flossbach Von Storch Cologne, Germany	$4.49M	-$8.79M	1	0.14%	Reduced
723	Avalon Investment & Advisory Houston, Texas	$4.47M	-$491K	1	0.29%	Reduced
724	AssetMark Inc Concord, California	$4.46M	+$4.3M	1	0.11%	New
725	GIM Grassi Investment Management Santa Clara, California	$4.43M	-$31.1K	1	1.17%	Reduced