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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
726	LC Lilley & Co Tecumseh, Michigan	$3.73M	+$3.77M	1	2.02%	New
727	CCC Cincinnati Casualty Company Fairfield, Ohio	$3.72M	+$3.76M	1	4.7%	New
728	FA FMA Advisory Harrisburg, Pennsylvania	$3.72M	+$3.76M	1	1.57%	New
729	SCM Salem Capital Management Woburn, Massachusetts	$3.71M	+$3.75M	1	1.77%	New
730	FA Financial Advantage Columbia, Maryland	$3.68M	+$3.47M	2	3.2%	New
731	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$3.67M	+$3.71M	4	1.02%	New
732	Janney Montgomery Scott Philadelphia, Pennsylvania	$3.67M	+$3.68M	2	0.38%	New
733	RIG Renaissance Investment Group Lenox, Massachusetts	$3.63M	+$3.67M	1	2.06%	New
734	IMOV Investment Management of Virginia Richmond, Virginia	$3.63M	+$3.68M	2	0.8%	New
735	OCM Orleans Capital Management Mandeville, Louisiana	$3.6M	+$3.64M	1	2.03%	New
736	FHC First Horizon Corporation Memphis, Tennessee	$3.6M	+$3.51M	2	0.98%	New
737	EI EDMP Inc Lutz, Florida	$3.58M	+$3.62M	1	3.67%	New
738	Knight Capital Group	$3.58M	+$3.49M	5	0.07%	New
739	CONA Capital One National Association New York	$3.56M	+$3.48M	4	0.38%	New
740	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$3.55M	+$3.59M	1	1.2%	New
741	NCM Narwhal Capital Management Marietta, Georgia	$3.54M	+$3.42M	2	1.71%	New
742	AF Arrow Financial Glens Falls, New York	$3.53M	+$3.57M	3	1.13%	New
743	Spot Trading Chicago, Illinois	$3.53M	+$3.32M	4	0.02%	New
744	WhitTier Trust Company Reno, Nevada	$3.52M	+$3.56M	4	0.51%	New
745	MMCM Marque Millennium Capital Management New York	$3.52M	+$3.56M	1	1.86%	New
746	CAM Carret Asset Management New York	$3.52M	+$3.47M	2	0.73%	New
747	FineMark National Bank & Trust Fort Myers, Florida	$3.51M	+$3.53M	4	1.06%	New
748	MCM McKinley Capital Management Anchorage, Alaska	$3.51M	+$3.34M	2	0.18%	New
749	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$3.5M	+$3.54M	1	1.49%	New
750	ARTA A.R.T. Advisors New York	$3.48M	+$3.09M	3	0.11%	New