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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
826	FCT Family Capital Trust Peabody, Massachusetts	$2.74M	+$2.77M	1	1.74%	New
827	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$2.74M	+$2.63M	1	0.07%	New
828	TBNY Trustco Bank (New York) Albany, New York	$2.72M	+$2.75M	1	2.62%	New
829	CDH Charles D. Hyman	$2.7M	+$2.71M	2	0.56%	New
830	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$2.7M	+$2.71M	2	0.81%	New
831	MWR McAdams Wright Ragen Seattle, Washington	$2.7M	+$2.82M	2	0.22%	New
832	PH Pinnacle Holdings Tulsa, Oklahoma	$2.68M	+$2.73M	2	0.84%	New
833	LCS Levin Capital Strategies New York	$2.67M	+$2.7M	1	0.05%	New
834	Beck Mack & Oliver New York	$2.65M	+$2.67M	2	0.07%	New
835	ATC Adirondack Trust Company Saratoga Springs, New York	$2.65M	+$2.68M	1	2.41%	New
836	Reinhart Partners Mequon, Wisconsin	$2.63M	+$2.27M	1	0.24%	New
837	WC Whitnell & Co Oak Brook, Illinois	$2.63M	+$2.66M	2	1.31%	New
838	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$2.63M	+$2.54M	1	1.95%	New
839	CC Courier Capital Buffalo, New York	$2.63M	+$2.66M	1	0.65%	New
840	CIA Covington Investment Advisors Ligonier, Pennsylvania	$2.61M	+$2.64M	1	1.82%	New
841	MBE Michael B. Elefante	$2.61M	+$2.64M	1	1.42%	New
842	Montag & Associates Atlanta, Georgia	$2.6M	+$2.59M	3	0.53%	New
843	LCM Liberty Capital Management Birmingham, Michigan	$2.59M	+$2.62M	1	2.23%	New
844	ANBT American National Bank & Trust Wichita Falls, Texas	$2.59M	+$2.51M	2	1.15%	New
845	Creative Planning Overland Park, Kansas	$2.58M	+$2.55M	6	0.06%	New
846	VIP Vantage Investment Partners Kansas City, Missouri	$2.55M	+$2.58M	1	0.88%	New
847	CCT Capital City Trust Tallahassee, Florida	$2.55M	+$2.58M	1	1.13%	New
848	Johnson Investment Counsel Cincinnati, Ohio	$2.53M	+$2.56M	1	0.11%	New
849	BB Bell Bank Fargo, North Dakota	$2.5M	+$2.53M	1	0.88%	New
850	MIU Man Investments (UK) London, United Kingdom	$2.5M	+$2.44M	3	0.55%	New