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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	Bragg Financial Advisors Charlotte, North Carolina	$5.27M	+$32.7K	1	1.21%	Increased
727	NCM Newland Capital Management New York	$5.27M	+$4.37M	1	4.29%	Increased
728	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$5.26M	-$239K	1	1.32%	Reduced
729	IP Interval Partners New York	$5.26M	+$2.07M	1	0.56%	Increased
730	RJA Robshaw & Julian Associates Williamsville, New York	$5.21M	-$114K	1	4.01%	Reduced
731	VAS Valicenti Advisory Services Elmira, New York	$5.21M	-$74.6K	1	3.33%	Reduced
732	MSU Maple Securities USA Jersey City, New Jersey	$5.2M	-$5.91M	1	0.5%	Reduced
733	Profund Advisors Bethesda, Maryland	$5.17M	-$2.53M	6	0.21%	Reduced
734	BIC Bridges Investment Counsel Omaha, Nebraska	$5.16M	-$229K	1	1.22%	Reduced
735	Paradigm Capital Management Inc Albany, New York	$5.13M	+$670K	3	0.53%	Increased
736	QIM Quest Investment Management Lake Oswego, Oregon	$5.12M	+$682K	1	0.72%	Increased
737	Alpha Cubed Investments Irvine, California	$5.09M	+$340K	1	1.37%	Increased
738	MHS M Holdings Securities Portland, Oregon	$5.05M	-$90.6K	1	3.38%	Reduced
739	SWK Stephen W. Kidder	$5.04M	+$234K	1	2.27%	Increased
740	Hennessy Advisors Inc Novato, California	$5.03M	-$368K	1	0.15%	Reduced
741	CAM Cubic Asset Management Boston, Massachusetts	$4.99M	+$11.7K	1	1.59%	Increased
742	Tokio Marine Asset Management Tokyo, Japan	$4.96M	-$339K	2	0.49%	Reduced
743	HP Hikari Power Tokyo, Japan	$4.95M	$0	1	0.74%	Maintained
744	Gratus Capital Atlanta, Georgia	$4.91M	+$237K	1	1.14%	Increased
745	Reinhart Partners Mequon, Wisconsin	$4.9M	-$1.56M	1	0.45%	Reduced
746	KCA KR Capital Advisors New York	$4.9M	-$321K	1	1.76%	Reduced
747	RBA Richard Bernstein Advisors New York	$4.89M	$0	1	0.59%	Maintained
748	Thrivent Financial for Lutherans Minneapolis, Minnesota	$4.88M	+$1.24M	7	0.03%	Increased
749	HJA Hugh Johnson Advisors Albany, New York	$4.85M	-$26.2K	2	1.71%	Reduced
750	LMR Partners London, United Kingdom	$4.84M	-$8.01M	2	0.59%	Reduced