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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	BCB Brian C. Broderick	$5.34M	+$314K	1	1.93%	Increased
752	CAM Cubic Asset Management Boston, Massachusetts	$5.33M	+$48.8K	1	1.5%	Increased
753	SCA Snowden Capital Advisors New York	$5.32M	-$45K	4	0.86%	Reduced
754	PineBridge Investments New York	$5.26M	-$17.4M	5	0.13%	Reduced
755	BA Bristlecone Advisors Bellevue, Washington	$5.25M	-$45.3K	2	1.71%	Reduced
756	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$5.23M	+$490K	4	0.69%	Increased
757	RWA Wealth Partners Newton, Massachusetts	$5.23M	+$485K	1	0.59%	Increased
758	MCM Monarch Capital Management Fort Wayne, Indiana	$5.22M	-$160K	1	1.95%	Reduced
759	AF Ally Financial Detroit, Michigan	$5.22M	+$5.29M	1	0.99%	New
760	WPC Waters Parkerson & Co New Orleans, Louisiana	$5.22M	+$295K	2	0.46%	Increased
761	ECM Exchange Capital Management Ann Arbor, Michigan	$5.22M	-$47.3K	2	1.72%	Reduced
762	JAFL Jay A. Fishman Ltd Troy, Michigan	$5.19M	-$82.3K	1	1.06%	Reduced
763	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$5.18M	+$3.87M	2	0.73%	Increased
764	AWCI Alpine Woods Capital Investors Purchase, New York	$5.16M	$0	3	0.26%	Maintained
765	Spot Trading Chicago, Illinois	$5.15M	+$1.91M	2	0.09%	Increased
766	HI Hendershot Investments Centreville, Virginia	$5.15M	+$175K	1	2.19%	Increased
767	OCM Oakwood Capital Management Los Angeles, California	$5.13M	-$20K	1	1.2%	Reduced
768	VIA Vantage Investment Advisors State College, Pennsylvania	$5.12M	+$4.13M	5	1.32%	Increased
769	CL Croft-Leominster Baltimore, Maryland	$5.12M	-$61.9K	1	1.21%	Reduced
770	Capital Guardian Trust Los Angeles, California	$5.12M	-$19.9K	1	0.09%	Reduced
771	HBK Investments Dallas, Texas	$5.11M	+$425K	2	0.03%	Increased
772	BRCM Bright Rock Capital Management Hanover, Massachusetts	$5.11M	-$470K	1	1.48%	Reduced
773	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$5.1M	$0	1	0.76%	Maintained
774	C Chescapmanager Baltimore, Maryland	$5.09M	-$1.54M	1	0.99%	Reduced
775	FCT Family Capital Trust Peabody, Massachusetts	$5.09M	-$5.18K	1	2.57%	Reduced