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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
951	MJRIC Mogy Joel R Investment Counsel Beverly Hills, California	$1.84M	+$1.86M	1	0.45%	New
952	First National Bank of Omaha Omaha, Nebraska	$1.82M	+$1.84M	1	0.15%	New
953	WA WBH Advisory Baltimore, Maryland	$1.81M	+$1.8M	2	0.84%	New
954	WPC White Pine Capital Bloomington, Minnesota	$1.81M	+$1.83M	1	0.63%	New
955	PCP Perimeter Capital Partners Atlanta, Georgia	$1.81M	+$1.86M	1	0.35%	New
956	RBA Richard Bernstein Advisors New York	$1.81M	+$1.83M	1	0.6%	New
957	CF CNA Financial Chicago, Illinois	$1.8M	+$1.69M	1	0.38%	New
958	PFM PacWest Financial Management Phoenix, Arizona	$1.8M	+$1.82M	1	1.71%	New
959	ATC Argent Trust Company Ruston, Louisiana	$1.79M	+$1.77M	2	0.79%	New
960	BCM Brown Capital Management Baltimore, Maryland	$1.79M	+$1.81M	1	0.04%	New
961	FPTW Franklin, Parlapiano, Turner & Welch Houston, Texas	$1.79M	+$1.81M	1	1.52%	New
962	LA Lynch & Associates Newburgh, Indiana	$1.78M	+$1.8M	1	1.23%	New
963	Jane Street New York	$1.77M	+$1.74M	4	0.03%	New
964	PIP Palisades Investment Partners Santa Monica, California	$1.77M	+$1.78M	1	1.75%	New
965	DBIA Dumont & Blake Investment Advisors Princeton, New Jersey	$1.75M	+$1.73M	2	1.05%	New
966	IFB iAB Financial Bank Fort Wayne, Indiana	$1.75M	+$1.77M	1	1.75%	New
967	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$1.75M	+$1.73M	2	2.73%	New
968	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$1.72M	+$1.7M	2	0.97%	New
969	FFC First Financial Corp Terre Haute, Indiana	$1.72M	+$1.74M	1	0.85%	New
970	RT Reliance Trust Atlanta, Georgia	$1.71M	+$1.7M	2	1.12%	New
971	IAM ICM Asset Management Spokane, Washington	$1.7M	+$1.48M	1	1.95%	New
972	OMERS Administration Corp Toronto, Ontario, Canada	$1.7M	+$1.64M	1	0.16%	New
973	IC Inverness Counsel New York	$1.69M	+$1.71M	1	0.15%	New
974	Smithfield Trust Pittsburgh, Pennsylvania	$1.69M	+$1.72M	3	0.4%	New
975	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$1.69M	+$1.7M	1	0.45%	New