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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	TS Tamar Securities Woodland Hills, California	$7.69M	+$1.04M	1	2.46%	Increased
727	TCTC Holdings Dallas, Texas	$7.69M	-$28.1K	2	0.33%	Reduced
728	LIA LS Investment Advisors Bloomfield Hills, Michigan	$7.67M	+$379K	1	1.56%	Increased
729	KTA Keeley-Teton Advisors Chicago, Illinois	$7.65M	-$190K	2	1.05%	Reduced
730	MPM Meritage Portfolio Management Overland Park, Kansas	$7.63M	-$183K	2	0.63%	Reduced
731	Brookstone Capital Management Wheaton, Illinois	$7.61M	-$213K	3	0.18%	Reduced
732	RCW Rheos Capital Works Tokyo, Japan	$7.55M	+$8.5M	3	0.51%	New
733	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$7.55M	-$776K	2	2.67%	Reduced
734	ECM Estabrook Capital Management New York	$7.52M	-$10.4K	4	1.4%	Reduced
735	ST Spinnaker Trust Portland, Maine	$7.5M	+$151K	2	0.62%	Increased
736	Engineers Gate Manager New York	$7.5M	+$4.6M	4	0.47%	Increased
737	CCP Clifford Capital Partners Alpine, Utah	$7.49M	+$19.5K	1	3.2%	Increased
738	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$7.47M	+$4.24M	4	0.1%	Increased
739	DP Dearborn Partners Chicago, Illinois	$7.45M	+$137K	3	0.33%	Increased
740	FNFDCM Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$7.42M	-$34.1K	2	1.01%	Reduced
741	Old National Bancorp Evansville, Indiana	$7.41M	-$263K	4	0.25%	Reduced
742	MMG Monetary Management Group St Louis, Missouri	$7.35M	-$182K	4	2.42%	Reduced
743	Curi RMB Capital Chicago, Illinois	$7.33M	+$2.23M	3	0.27%	Increased
744	TCM Tufton Capital Management Hunt Valley, Maryland	$7.33M	-$1.36M	1	1.77%	Reduced
745	AIM Aigen Investment Management New York	$7.32M	+$7.63M	3	1.05%	Increased
746	KFS Kurt F. Somerville	$7.32M	+$1.99K	1	1.47%	Increased
747	CHAM Clear Harbor Asset Management Stamford, Connecticut	$7.31M	-$51.3K	2	1.02%	Reduced
748	SWK Stephen W. Kidder	$7.3M	-$5.88K	1	2.98%	Reduced
749	OGC Oak Grove Capital North Hampton, New Hampshire	$7.29M	-$993K	2	2.46%	Reduced
750	DY Dowling & Yahnke San Diego, California	$7.28M	-$2.81M	2	0.34%	Reduced