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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
751	MAM Mizuho Asset Management Tokyo, Japan	$3.47M	+$3.51M	3	0.5%	New
752	DG Davidson & Garrard Lynchburg, Virginia	$3.47M	+$3.5M	1	1.03%	New
753	PCM Prelude Capital Management New York	$3.46M	+$2.97M	1	0.74%	New
754	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$3.45M	+$3.49M	1	3.49%	New
755	First National Trust Hermitage, Pennsylvania	$3.45M	+$3.48M	1	0.71%	New
756	BRCM Bright Rock Capital Management Hanover, Massachusetts	$3.44M	+$3.48M	1	2.11%	New
757	Daiwa Securities Group Tokyo, Japan	$3.44M	+$3.43M	3	0.03%	New
758	ZIM ZPR Investment Management Orange City, Florida	$3.43M	+$3.53M	1	3.99%	New
759	GCP GSA Capital Partners London, United Kingdom	$3.42M	+$3.28M	4	0.41%	New
760	GW & Wade Wellesley, Massachusetts	$3.4M	+$3.44M	1	1.23%	New
761	First Allied Advisory Services San Diego, California	$3.39M	+$3.41M	4	0.27%	New
762	KFS Kurt F. Somerville	$3.37M	+$3.41M	1	1.42%	New
763	FRM Foundation Resource Management Little Rock, Arkansas	$3.35M	+$3.15M	1	0.44%	New
764	CBU CIBC Bank USA Chicago, Illinois	$3.34M	+$3.38M	1	0.2%	New
765	SIC Sigma Investment Counselors Northville, Michigan	$3.33M	+$3.36M	1	0.87%	New
766	COI Connable Office Inc Kalamazoo, Michigan	$3.33M	+$3.36M	1	0.95%	New
767	EHWM Eads & Heald Wealth Management Atlanta, Georgia	$3.31M	+$3.27M	2	2.35%	New
768	CA CapWealth Advisors Franklin, Tennessee	$3.31M	+$3.34M	1	0.97%	New
769	BOH Bank of Hawaii Honolulu, Hawaii	$3.31M	+$3.22M	2	0.36%	New
770	PEAK6 Group Chicago, Illinois	$3.27M	+$3.04M	4	0.01%	New
771	MM Meridian Management Little Rock, Arkansas	$3.27M	+$2.91M	1	2.87%	New
772	QI Quotient Investors New York	$3.25M	+$3.28M	1	0.92%	New
773	EFS Essex Financial Services Essex, Connecticut	$3.24M	+$3.28M	1	1.13%	New
774	HJA Hugh Johnson Advisors Albany, New York	$3.23M	+$3.27M	1	1.48%	New
775	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$3.21M	+$2.91M	2	0.03%	New