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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
1101	Cetera Advisors Denver, Colorado	$1.28M	-$27K	2	0.12%	Reduced
1102	MHIM MacNealy Hoover Investment Management Canton, Ohio	$1.28M	-$78.8K	1	1.15%	Reduced
1103	GC Globeflex Capital San Diego, California	$1.28M	+$1.37M	1	0.27%	New
1104	Duff & Phelps Investment Management Chicago, Illinois	$1.27M	-$56.8K	1	0.02%	Reduced
1105	MCM Matarin Capital Management New York	$1.27M	-$564K	1	0.26%	Reduced
1106	CCM Compton Capital Management Providence, Rhode Island	$1.27M	+$82.1K	1	0.46%	Increased
1107	GWCM Godshalk Welsh Capital Management Radnor, Pennsylvania	$1.27M	-$22.9K	2	1.39%	Reduced
1108	BOC Barbara Oil Co Chicago, Illinois	$1.27M	$0	2	1.12%	Maintained
1109	SLF Sun Life Financial Toronto, Ontario, Canada	$1.27M	-$768K	1	0.27%	Reduced
1110	BOS Bank of Stockton Stockton, California	$1.26M	-$54.4K	2	0.77%	Reduced
1111	Verition Fund Management Greenwich, Connecticut	$1.26M	-$2.34M	3	0.33%	Reduced
1112	MCM McRae Capital Management Morristown, New Jersey	$1.26M	$0	1	0.64%	Maintained
1113	Rothschild & Co Wealth Management (UK) London, United Kingdom	$1.26M	+$29K	2	0.1%	Increased
1114	AW Alpha Windward Westwood, Massachusetts	$1.26M	-$432K	4	0.93%	Reduced
1115	AHL Partners London, United Kingdom	$1.24M	-$2.71M	3	0.2%	Reduced
1116	DRS Deane Retirement Strategies New Orleans, Louisiana	$1.24M	+$1.36M	1	1.21%	New
1117	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$1.23M	$0	3	1.11%	Maintained
1118	DCM Dynamic Capital Management St. Helier, Jersey	$1.22M	+$482K	2	0.34%	Increased
1119	DBT Dubuque Bank & Trust Dubuque, Iowa	$1.22M	+$176K	3	0.26%	Increased
1120	LCM LVM Capital Management Portage, Michigan	$1.22M	$0	2	0.44%	Maintained
1121	CT Cambridge Trust Cambridge, Massachusetts	$1.21M	-$195K	2	0.11%	Reduced
1122	SCA Salient Capital Advisors Houston, Texas	$1.21M	-$160K	1	0.03%	Reduced
1123	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$1.21M	+$1.52M	1	0.07%	New
1124	BCM Boltwood Capital Management Walnut Creek, California	$1.2M	+$12.2K	1	1.28%	Increased
1125	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$1.2M	-$1.01M	3	0.17%	Reduced