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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
801	Douglass Winthrop Advisors New York	$2.98M	+$3.02M	1	0.36%	New
802	VV Verity & Verity Beaufort, South Carolina	$2.97M	+$3M	1	1.82%	New
803	CP Cinque Partners Los Angeles, California	$2.97M	+$2.79M	1	1.79%	New
804	NIP Nicholas Investment Partners Rancho Santa Fe, California	$2.92M	+$2.51M	1	0.27%	New
805	HKIM Hayek Kallen Investment Management Fairhope, Alabama	$2.9M	+$2.93M	1	2.45%	New
806	DM Delphi Management Brookline, Massachusetts	$2.9M	+$2.93M	1	0.35%	New
807	WPIC White Pine Investment Company Livonia, Michigan	$2.88M	+$2.78M	1	2.29%	New
808	GAM Griffin Asset Management New York	$2.88M	+$2.87M	2	1.04%	New
809	PSI Pinnacle Summer Investments Fairfax, Virginia	$2.86M	+$2.89M	3	0.71%	New
810	CR Cooperatieve Rabobank Utrecht, Netherlands	$2.85M	+$2.81M	2	1.05%	New
811	CFS Community Financial System Syracuse, New York	$2.83M	+$2.85M	3	0.78%	New
812	MC Martin & Co Knoxville, Tennessee	$2.82M	+$2.85M	1	1.01%	New
813	Cetera Advisor Networks El Segundo, California	$2.81M	+$2.8M	2	0.28%	New
814	Addenda Capital Montreal, Quebec, Canada	$2.81M	+$2.86M	1	0.27%	New
815	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$2.8M	+$2.83M	1	1.46%	New
816	RNS Robert N. Shapiro	$2.8M	+$2.83M	1	0.59%	New
817	Laurion Capital Management New York	$2.8M	+$2.83M	1	0.17%	New
818	Carnegie Investment Counsel Pepper Pike, Ohio	$2.79M	+$2.79M	2	0.92%	New
819	CVSCT C.V. Starr & Co Trust New York	$2.79M	+$2.82M	1	1.11%	New
820	SIC Starr International Company Zug, Switzerland	$2.79M	+$2.82M	1	0.28%	New
821	GPC Glacier Peak Capital Bellevue, Washington	$2.78M	+$2.41M	1	2.82%	New
822	Old National Bancorp Evansville, Indiana	$2.77M	+$2.72M	2	0.29%	New
823	RBLCM Roaring Blue Lion Capital Management Dallas, Texas	$2.76M	+$2.37M	1	1.42%	New
824	CIS Connors Investor Services Wyomissing, Pennsylvania	$2.75M	+$2.78M	1	0.89%	New
825	FA FDx Advisors Chicago, Illinois	$2.75M	+$2.81M	2	0.36%	New