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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
776	Washington Trust Westerly, Rhode Island	$3.21M	+$3.25M	1	0.27%	New
777	RG Renaissance Group Covington, Kentucky	$3.19M	+$3.14M	2	0.14%	New
778	SMM Stadion Money Management Watkinsville, Georgia	$3.19M	+$3.16M	2	0.17%	New
779	DCM Delta Capital Management Red Bank, New Jersey	$3.18M	+$3.21M	1	2.48%	New
780	Fulton Bank Lancaster, Pennsylvania	$3.17M	+$3.2M	1	0.4%	New
781	Ladenburg Thalmann Financial Services Miami, Florida	$3.16M	+$3.12M	8	0.11%	New
782	LIM Leavell Investment Management Mobile, Alabama	$3.15M	+$3.17M	2	0.59%	New
783	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$3.15M	+$3.13M	2	0.72%	New
784	SAM Symphony Asset Management San Francisco, California	$3.15M	+$3.05M	2	0.3%	New
785	ACM Afton Capital Management Charlotte, North Carolina	$3.14M	+$2.7M	1	2.91%	New
786	CAM Chesapeake Asset Management New York	$3.14M	+$3.18M	1	2.27%	New
787	SAC Capital Advisors Stamford, Connecticut	$3.12M	+$3.06M	3	0.02%	New
788	HIM Harbour Investment Management Edmonds, Washington	$3.11M	+$3.11M	2	2.28%	New
789	SNT Security National Trust Wheeling, West Virginia	$3.11M	+$3.14M	2	1.5%	New
790	Baker Avenue Asset Management San Francisco, California	$3.09M	+$3.13M	1	0.76%	New
791	WA WFG Advisors Dallas, Texas	$3.09M	+$3.12M	5	0.51%	New
792	LMF LMR Master Fund Grand Cayman, Cayman Islands	$3.07M	+$2.91M	2	0.28%	New
793	BCM BBT Capital Management Fort Worth, Texas	$3.05M	+$3.08M	1	0.16%	New
794	TCOTO Trust Company of the Ozarks Springfield, Missouri	$3.04M	+$3.07M	1	1.01%	New
795	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$3.04M	+$2.85M	1	0.97%	New
796	AAC Asset Advisors Corp Augusta, Georgia	$3.03M	+$3.06M	1	0.89%	New
797	HI Hendershot Investments Centreville, Virginia	$3.03M	+$3.06M	1	2.29%	New
798	SA Springowl Associates New York	$3M	+$2.58M	1	4.05%	New
799	PPCM Pillar Pacific Capital Management Pacifica, California	$2.99M	+$3.02M	1	0.71%	New
800	PAM PartnerRe Asset Management Greenwich, Connecticut	$2.99M	+$2.97M	3	0.48%	New