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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	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$4.91M	-$700K	1	1.69%	Reduced
752	FIM Freedom Investment Management Hartford, Connecticut	$4.91M	+$776K	5	0.31%	Increased
753	WA Wheatland Advisors Lancaster, Pennsylvania	$4.89M	+$916K	2	4.34%	Increased
754	QCMC Quantum Capital Management (California) San Francisco, California	$4.89M	+$3.67M	2	1.32%	Increased
755	BIC Bridges Investment Counsel Omaha, Nebraska	$4.86M	-$148K	1	1.18%	Reduced
756	MCM Matarin Capital Management New York	$4.85M	-$4M	1	0.55%	Reduced
757	IAM Integre Asset Management New York	$4.84M	-$97.8K	2	1.57%	Reduced
758	Stephens Inc Little Rock, Arkansas	$4.83M	+$1.24M	3	0.2%	Increased
759	AAA Adams Asset Advisors Dallas, Texas	$4.83M	$0	1	0.64%	Maintained
760	DCM Dynamic Capital Management St. Helier, Jersey	$4.8M	+$2.43M	3	0.51%	Increased
761	Personal Capital Advisors Redwood City, California	$4.8M	+$706K	1	0.14%	Increased
762	Churchill Management Los Angeles, California	$4.78M	-$420K	1	0.16%	Reduced
763	C Chescapmanager Baltimore, Maryland	$4.78M	+$4.9M	1	1.75%	New
764	HA Hamel Associates Chatham, New Jersey	$4.76M	-$71.1K	1	2.45%	Reduced
765	LD Lipe & Dalton Syracuse, New York	$4.75M	+$5.24K	1	3.38%	Increased
766	WhitTier Trust Company Reno, Nevada	$4.74M	+$486K	3	0.5%	Increased
767	Sumitomo Life Insurance Tokyo, Japan	$4.74M	+$1.07M	2	0.68%	Increased
768	Great Lakes Advisors Chicago, Illinois	$4.73M	-$436K	3	0.12%	Reduced
769	BA Bristlecone Advisors Bellevue, Washington	$4.73M	+$233K	2	1.69%	Increased
770	Clearstead Advisors Cleveland, Ohio	$4.72M	+$4.68M	2	0.76%	New
771	GCM Garland Capital Management Bellevue, Washington	$4.69M	+$47.4K	1	3.36%	Increased
772	SCA Secor Capital Advisors New York	$4.68M	+$4.52M	1	0.57%	New
773	DA Denali Advisors San Diego, California	$4.66M	-$5.84M	1	0.81%	Reduced
774	WPC Waters Parkerson & Co New Orleans, Louisiana	$4.66M	-$5.9K	1	0.47%	Reduced
775	Driehaus Capital Management Chicago, Illinois	$4.62M	+$4.25M	2	0.16%	New