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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
926	Bridges Investment Management Omaha, Nebraska	$1.96M	+$1.98M	1	0.52%	New
927	Cincinnati Financial Corp Fairfield, Ohio	$1.95M	+$1.97M	1	0.16%	New
928	KCM KSA Capital Management Morristown, New Jersey	$1.95M	+$1.97M	1	0.89%	New
929	MNBTD Moody National Bank Trust Division Galveston, Texas	$1.95M	+$1.92M	2	0.15%	New
930	ANRIA American National Registered Investment Advisor Galveston, Texas	$1.94M	+$1.9M	2	1.1%	New
931	DA Denali Advisors San Diego, California	$1.94M	+$1.83M	2	0.72%	New
932	VAS Valicenti Advisory Services Elmira, New York	$1.93M	+$1.95M	1	1.39%	New
933	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$1.93M	+$1.95M	1	0.48%	New
934	OA Outfitter Advisors Mclean, Virginia	$1.92M	+$1.96M	2	0.89%	New
935	BCB Brian C. Broderick	$1.91M	+$1.93M	1	1.14%	New
936	SCM SG Capital Management Chicago, Illinois	$1.91M	+$1.66M	1	0.83%	New
937	WTIM Wilmington Trust Investment Management Wilmington, Delaware	$1.91M	+$1.9M	2	0.41%	New
938	LAM Lingohr Asset Management Duesseldorf, Germany	$1.9M	+$1.92M	1	0.35%	New
939	CC ClearArc Capital Cincinnati, Ohio	$1.88M	+$1.88M	2	0.5%	New
940	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$1.88M	+$1.9M	1	0.24%	New
941	BCM Basswood Capital Management New York	$1.88M	+$1.9M	1	0.12%	New
942	BBNB Baker Boyer National Bank Walla Walla, Washington	$1.88M	+$1.9M	1	4.05%	New
943	DFIM Detwiler Fenton Investment Management Boston, Massachusetts	$1.87M	+$1.94M	1	1.9%	New
944	TCOT Trust Company of Toledo Holland, Ohio	$1.86M	+$1.88M	1	0.69%	New
945	FAB First American Bank Dundee, Illinois	$1.86M	+$1.91M	1	0.26%	New
946	MS Marshall & Sullivan Seattle, Washington	$1.86M	+$1.88M	1	3.77%	New
947	AB AT Bancorp Dubuque, Iowa	$1.86M	+$1.81M	2	0.67%	New
948	MCM McRae Capital Management Morristown, New Jersey	$1.85M	+$1.87M	1	1.08%	New
949	SIM SSI Investment Management Los Angeles, California	$1.85M	+$1.81M	2	0.18%	New
950	WSA Willow Street Advisors Naples, Florida	$1.85M	+$1.54M	1	1.19%	New