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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	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$5.78M	-$96.3K	2	1.72%	Reduced
702	AAA Adams Asset Advisors Dallas, Texas	$5.74M	$0	1	1.07%	Maintained
703	SCVF Small Cap Value Fund Dallas, Texas	$5.74M	+$6.32M	1	1.07%	New
704	SCM Suffolk Capital Management New York	$5.7M	-$10M	2	0.68%	Reduced
705	Mirae Asset Global Investments Seoul, South Korea	$5.69M	+$180K	2	0.18%	Increased
706	WP WMS Partners Towson, Maryland	$5.68M	+$5.97M	1	0.66%	New
707	BPM Bowling Portfolio Management Cincinnati, Ohio	$5.68M	-$97K	2	1.23%	Reduced
708	BB&T Securities Richmond, Virginia	$5.62M	+$304K	3	0.12%	Increased
709	DA Dillon & Associates Jackson, Michigan	$5.6M	-$16.8K	1	2.73%	Reduced
710	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$5.59M	-$630K	1	0.88%	Reduced
711	Jane Street New York	$5.57M	-$26M	3	0.04%	Reduced
712	AIP ARS Investment Partners New York	$5.55M	-$194K	2	1.02%	Reduced
713	RSS Rosenblum Silverman Sutton San Francisco, California	$5.53M	+$5.81M	1	2.22%	New
714	LOT Lombard Odier Transatlantic Montreal, Quebec, Canada	$5.51M	+$414K	1	4.56%	Increased
715	Sumitomo Life Insurance Tokyo, Japan	$5.5M	-$708K	2	0.67%	Reduced
716	MCM Monarch Capital Management Fort Wayne, Indiana	$5.45M	+$46.7K	2	2.08%	Increased
717	Fort Washington Investment Advisors Cincinnati, Ohio	$5.45M	-$642K	1	0.1%	Reduced
718	CC Cognios Capital Leawood, Kansas	$5.45M	+$253K	1	3.13%	Increased
719	PWW Pettyjohn Wood & White Lynchburg, Virginia	$5.43M	-$36K	1	2.29%	Reduced
720	Amalgamated Bank New York	$5.39M	+$460K	5	0.53%	Increased
721	RWM RKL Wealth Management Lancaster, Pennsylvania	$5.38M	+$169K	1	3.23%	Increased
722	LRPA L. Roy Papp & Associates Phoenix, Arizona	$5.37M	-$186K	1	1.22%	Reduced
723	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$5.36M	-$168K	2	0.65%	Reduced
724	IIM Ipswich Investment Management Beverly, Massachusetts	$5.33M	+$1.17K	2	2.4%	Increased
725	GCA Gideon Capital Advisors New York	$5.32M	-$3.23M	1	2.2%	Reduced