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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
976	KC Kingfisher Capital Charlotte, North Carolina	$1.68M	+$1.7M	1	0.92%	New
977	BA Bennicas & Associates Portola Valley, California	$1.68M	+$1.69M	1	1.16%	New
978	Mariner Overland Park, Kansas	$1.67M	+$1.69M	1	0.35%	New
979	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$1.67M	+$1.69M	1	0.11%	New
980	DIA Denver Investment Advisors Denver, Colorado	$1.66M	+$1.68M	1	0.04%	New
981	KAM Kokusai Asset Management Tokyo, Japan	$1.66M	+$1.68M	1	2.05%	New
982	NIS National Investment Services Milwaukee, Wisconsin	$1.66M	+$1.68M	1	1.37%	New
983	BBI Baxter Bros Inc Riverside, Connecticut	$1.66M	+$1.67M	1	1%	New
984	MCM McMillion Capital Management Greensboro, North Carolina	$1.65M	+$1.67M	1	1.22%	New
985	MIM Miller Investment Management West Conshohocken, Pennsylvania	$1.65M	+$1.67M	1	1.17%	New
986	Quantbot Technologies New York	$1.63M	+$1.53M	3	0.85%	New
987	Stock Yards Bank & Trust Louisville, Kentucky	$1.63M	+$1.65M	1	0.18%	New
988	Savant Capital Rockford, Illinois	$1.63M	+$1.64M	1	0.94%	New
989	MBT Monroe Bank & Trust Monroe, Michigan	$1.62M	+$1.64M	1	0.72%	New
990	CK Cohen Klingenstein New York	$1.62M	+$1.63M	1	0.38%	New
991	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$1.62M	+$1.56M	1	0.3%	New
992	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$1.61M	+$1.61M	2	2.76%	New
993	TIM Telemus Investment Management Southfield, Michigan	$1.6M	+$1.62M	1	0.76%	New
994	JWBC J.W. Burns & Co Dewitt, New York	$1.59M	+$1.59M	2	0.65%	New
995	RIG Roosevelt Investment Group New York	$1.59M	+$1.62M	2	0.07%	New
996	SI SII Investments Appleton, Wisconsin	$1.59M	+$1.63M	2	0.34%	New
997	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$1.58M	+$1.57M	2	0.71%	New
998	CI Constellation Investments Montgomery, Ohio	$1.58M	+$1.57M	2	0.55%	New
999	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$1.58M	+$1.55M	2	0.48%	New
1000	TBI Telemus Beacon Investment Ann Arbor, Michigan	$1.56M	+$1.58M	1	1.66%	New