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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	SG Capital Management Chicago, Illinois	$5.07M	-$11.3M	1	0.55%	Reduced
777	Grassi Investment Management Santa Clara, California	$5.05M	+$100K	1	0.85%	Increased
778	AIM Assured Investment Management New York	$5.02M	+$13K	2	0.1%	Increased
779	Nelson Capital Management Menlo Park, California	$4.99M	+$24.8K	1	1.65%	Increased
780	LD Lipe & Dalton Syracuse, New York	$4.98M	-$17.4K	1	3.5%	Reduced
781	WhitTier Trust Company Reno, Nevada	$4.98M	-$53.8K	3	0.46%	Reduced
782	CCM Crossvault Capital Management San Antonio, Texas	$4.94M	+$5M	1	2.84%	New
783	Paloma Partners Greenwich, Connecticut	$4.89M	-$28.8M	6	0.07%	Reduced
784	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$4.89M	$0	1	3.49%	Maintained
785	Strategy Asset Managers Pasadena, California	$4.87M	-$5.45M	1	1%	Reduced
786	MA Marshwinds Advisory St Simons Island, Georgia	$4.86M	-$49.3K	2	2.25%	Reduced
787	AIA AGF Investments America Toronto, Ontario, Canada	$4.84M	+$56.3K	1	1.85%	Increased
788	RCP Rothschild Capital Partners New York	$4.83M	-$2.33M	1	2.08%	Reduced
789	Mackenzie Financial Toronto Ontario, Ontario, Canada	$4.82M	+$779K	1	0.03%	Increased
790	Great Lakes Advisors Chicago, Illinois	$4.82M	-$182K	3	0.11%	Reduced
791	OA Outfitter Advisors Mclean, Virginia	$4.81M	+$274K	1	1.69%	Increased
792	SAM Symphony Asset Management San Francisco, California	$4.74M	+$1.9M	3	0.53%	Increased
793	HS HighVista Strategies Boston, Massachusetts	$4.72M	+$3.33M	3	1.07%	Increased
794	NC Northpointe Capital Bloomfield Hills, Michigan	$4.71M	-$1.79M	1	0.5%	Reduced
795	GCM Garland Capital Management Bellevue, Washington	$4.7M	-$7.1K	1	3.01%	Reduced
796	Stockman Wealth Management Billings, Montana	$4.68M	+$3.83M	1	2.24%	Increased
797	AT Argent Trust San Antonio, Texas	$4.65M	-$138K	2	1.27%	Reduced
798	CCC Cincinnati Casualty Company Fairfield, Ohio	$4.64M	$0	1	3.99%	Maintained
799	CVSCT C.V. Starr & Co Trust New York	$4.64M	$0	1	2.15%	Maintained
800	HL Financial Services Louisville, Kentucky	$4.64M	+$498K	2	0.09%	Increased