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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	PTC Private Trust Company Cleveland, Ohio	$4.83M	-$499K	2	1.39%	Reduced
752	Cetera Advisor Networks El Segundo, California	$4.81M	$0	3	0.31%	Maintained
753	AFA Abacus FCF Advisors Orlando, Florida	$4.79M	+$4.93M	2	2.08%	New
754	HFM Hartford Financial Management Hartford, Connecticut	$4.78M	-$45.6K	1	2.79%	Reduced
755	HS HighVista Strategies Boston, Massachusetts	$4.77M	-$240K	1	0.81%	Reduced
756	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$4.75M	+$150K	1	1.13%	Increased
757	Azimuth Capital Management Bloomfield Hills, Michigan	$4.74M	+$200K	1	0.46%	Increased
758	CC Chanos & Company New York	$4.74M	+$199K	1	2.08%	Increased
759	FBC Fairfield, Bush & Co Darien, Connecticut	$4.73M	+$25.5K	1	1.42%	Increased
760	PCM Parsons Capital Management Providence, Rhode Island	$4.7M	+$4.77M	1	0.62%	Increased
761	TCOO Trust Company of Oklahoma Tulsa, Oklahoma	$4.69M	-$504K	1	2.47%	Reduced
762	GW & Wade Wellesley, Massachusetts	$4.64M	-$130K	1	0.92%	Reduced
763	CC ClearArc Capital Cincinnati, Ohio	$4.62M	+$3.77M	3	0.84%	Increased
764	SAMNY Samsung Asset Management (New York) New York	$4.6M	+$1.46M	1	1.55%	Increased
765	RIG Renaissance Investment Group Lenox, Massachusetts	$4.59M	+$33.8K	1	2.15%	Increased
766	GCP GSA Capital Partners London, United Kingdom	$4.58M	-$8.92M	6	0.18%	Reduced
767	CIBC World Market Toronto, Ontario, Canada	$4.54M	-$1.31M	3	0.02%	Reduced
768	WPIC White Pine Investment Company Livonia, Michigan	$4.51M	-$7.93K	1	2.63%	Reduced
769	BCB Brian C. Broderick	$4.51M	+$44K	1	1.92%	Increased
770	PPCM Pillar Pacific Capital Management Pacifica, California	$4.5M	+$89.8K	1	0.78%	Increased
771	AMG National Trust Bank Greenwood Village, Colorado	$4.5M	+$1.81M	2	0.41%	Increased
772	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$4.5M	+$93.6K	4	0.93%	Increased
773	PG Patten Group Chattanooga, Tennessee	$4.49M	-$55.5K	2	2.13%	Reduced
774	PTB Pioneer Trust Bank Salem, Oregon	$4.46M	-$2.86K	1	2.88%	Reduced
775	EFS Essex Financial Services Essex, Connecticut	$4.46M	-$36.2K	1	1.15%	Reduced