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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	GCP GSA Capital Partners London, United Kingdom	$5.62M	-$3.57M	3	0.34%	Reduced
702	MCM Maple Capital Management Montpelier, Vermont	$5.62M	-$192K	1	1.77%	Reduced
703	RCM Radnor Capital Management Wayne, Pennsylvania	$5.58M	+$5.54M	2	1.91%	New
704	AMG National Trust Bank Greenwood Village, Colorado	$5.57M	-$1.61M	2	0.46%	Reduced
705	Gradient Investments Arden Hills, Minnesota	$5.56M	+$429K	3	0.49%	Increased
706	PP Prospector Partners Guilford, Connecticut	$5.55M	+$706K	1	0.82%	Increased
707	WA WESPAC Advisors Orinda, California	$5.52M	+$1.28M	3	6.2%	Increased
708	Ninety One (UK) London, United Kingdom	$5.52M	+$1.14M	1	0.03%	Increased
709	GW & Wade Wellesley, Massachusetts	$5.51M	-$208K	1	0.91%	Reduced
710	ECM Estabrook Capital Management New York	$5.5M	-$2.11M	3	0.86%	Reduced
711	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$5.5M	-$47.1K	1	1.14%	Reduced
712	GLRA Gerald L. Ray & Associates Dallas, Texas	$5.48M	+$27.3K	2	0.79%	Increased
713	Tudor Investment Corp Stamford, Connecticut	$5.46M	-$3.29M	2	0.14%	Reduced
714	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$5.45M	-$48.7K	2	0.6%	Reduced
715	Covington Capital Management Los Angeles, California	$5.43M	+$49.4K	2	0.48%	Increased
716	CAM Cortina Asset Management Milwaukee, Wisconsin	$5.43M	+$4.95M	1	0.23%	New
717	PWW Pettyjohn Wood & White Lynchburg, Virginia	$5.42M	+$4.54M	1	2.1%	Increased
718	SWK Stephen W. Kidder	$5.41M	+$138K	1	2.19%	Increased
719	TIA Tandem Investment Advisors Charleston, South Carolina	$5.41M	+$5.2M	1	2.61%	New
720	DA Dillon & Associates Jackson, Michigan	$5.41M	-$28.8K	1	2.46%	Reduced
721	Tower Research Capital (TRC) New York	$5.4M	+$4.17M	9	0.59%	Increased
722	P Pitcairn Conshohocken, Pennsylvania	$5.39M	-$690K	4	0.67%	Reduced
723	ST Spinnaker Trust Portland, Maine	$5.39M	+$328K	3	0.73%	Increased
724	AT Arden Trust Wilmington, Delaware	$5.37M	+$8.35K	2	0.82%	Increased
725	MHS M Holdings Securities Portland, Oregon	$5.37M	+$305K	2	1.86%	Increased