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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
851	WRM Westport Resources Management Westport, Connecticut	$2.49M	+$2.5M	5	0.88%	New
852	SFP Santa Fe Partners Santa Fe, New Mexico	$2.49M	+$2.51M	1	0.5%	New
853	CIC Cornercap Investment Counsel Atlanta, Georgia	$2.48M	+$2.54M	1	0.53%	New
854	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$2.46M	+$2.44M	2	0.68%	New
855	CCM Catawba Capital Management Roanoke, Virginia	$2.46M	+$2.44M	2	0.68%	New
856	MAA Matrix Asset Advisors White Plains, New York	$2.45M	+$2.47M	1	0.34%	New
857	SCI Seneca Capital Investments New York	$2.44M	+$2.1M	1	0.94%	New
858	CCM Cai Capital Management New York	$2.43M	+$2.4M	2	1.4%	New
859	SFS Strategic Financial Services Utica, New York	$2.43M	+$2.45M	1	0.86%	New
860	DL Delta Lloyd Amsterdam, Netherlands	$2.42M	+$2.42M	2	0.09%	New
861	Catalyst Capital Advisors Huntington, New York	$2.42M	+$2.22M	3	1.88%	New
862	Stephens Inc Little Rock, Arkansas	$2.42M	+$2.4M	3	0.14%	New
863	CSUI Cincinnati Specialty Underwriters Insurance Fairfield, Ohio	$2.42M	+$2.44M	1	3.71%	New
864	LBC Lowe Brockenbrough & Co Richmond, Virginia	$2.4M	+$2.43M	1	0.45%	New
865	BB&T Securities Richmond, Virginia	$2.37M	+$2.37M	2	0.08%	New
866	UF Univest Financial Souderton, Pennsylvania	$2.37M	+$2.39M	1	1.3%	New
867	HC HHG & Company Darien, Connecticut	$2.36M	+$2.38M	1	0.95%	New
868	Sterling Capital Management Charlotte, North Carolina	$2.36M	+$2.36M	3	0.03%	New
869	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$2.35M	+$2.36M	3	0.36%	New
870	CCM Carderock Capital Management Chevy Chase, Maryland	$2.35M	+$2.38M	1	1.39%	New
871	TTWM TCV Trust & Wealth Management Richmond, Virginia	$2.35M	+$2.37M	1	0.48%	New
872	HL Financial Services Louisville, Kentucky	$2.34M	+$2.35M	2	0.09%	New
873	Advisors Capital Management Ridgewood, New Jersey	$2.33M	+$2.36M	1	0.52%	New
874	FAM Fortaleza Asset Management Chicago, Illinois	$2.33M	+$2.35M	1	1.34%	New
875	Forvis Mazars Wealth Advisors Springfield, Missouri	$2.32M	+$2.35M	1	1.84%	New