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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
1051	BT Bankers Trust Des Moines, Iowa	$1.22M	+$1.23M	1	0.91%	New
1052	FCB First Citizens Bancorporation Columbia, South Carolina	$1.2M	+$1.22M	1	1.1%	New
1053	LW Linscomb Wealth Houston, Texas	$1.2M	+$1.22M	1	0.16%	New
1054	Marshall Wace North America New York	$1.2M	+$1.16M	1	0.09%	New
1055	Aristotle Capital Management Los Angeles, California	$1.2M	+$1.21M	1	0.03%	New
1056	CCM Compton Capital Management Providence, Rhode Island	$1.19M	+$1.21M	1	0.74%	New
1057	BA Bard Associates Chicago, Illinois	$1.17M	+$1.01M	1	0.55%	New
1058	BOS Bank of Stockton Stockton, California	$1.17M	+$1.18M	1	0.91%	New
1059	RIA Regal Investment Advisors Kentwood, Michigan	$1.16M	+$1.19M	5	0.64%	New
1060	BA Birinyi Associates Westport, Connecticut	$1.16M	+$1.17M	1	0.7%	New
1061	Horizon Kinetics New York	$1.15M	+$1.11M	1	0.02%	New
1062	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$1.15M	+$1.16M	1	0.74%	New
1063	MC Menta Capital San Francisco, California	$1.14M	+$1.11M	2	0.73%	New
1064	RGC Roberts, Glore & Co Deerfield, Illinois	$1.14M	+$1.13M	2	0.7%	New
1065	I IberiaBank Lafayette, Louisiana	$1.13M	+$1.12M	2	0.85%	New
1066	Mirae Asset Global Investments Seoul, South Korea	$1.13M	+$1.14M	1	0.06%	New
1067	NAM NTV Asset Management Charleston, West Virginia	$1.13M	+$1.14M	1	0.41%	New
1068	SPC Stewart & Patten Company Lafayette, California	$1.11M	+$1.13M	1	0.24%	New
1069	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$1.11M	+$1.09M	4	1.09%	New
1070	NDSI Newman Dignan & Sheerar Inc Providence, Rhode Island	$1.1M	+$1.11M	1	0.08%	New
1071	Cookson Peirce & Co Pittsburgh, Pennsylvania	$1.1M	+$944K	1	0.32%	New
1072	Tudor Investment Corp Stamford, Connecticut	$1.1M	+$1.11M	2	0.08%	New
1073	HCM Howland Capital Management Boston, Massachusetts	$1.09M	+$1.11M	1	0.17%	New
1074	ACP Aviance Capital Partners Naples, Florida	$1.09M	+$1.1M	1	0.59%	New
1075	PP Paloma Partners Greenwich, Connecticut	$1.09M	+$1.07M	3	0.06%	New