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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
1151	BA Bard Associates Chicago, Illinois	$1.31M	-$2.32K	1	0.55%	Reduced
1152	Mairs & Power Inc St Paul, Minnesota	$1.3M	+$92.2K	1	0.02%	Increased
1153	I IberiaBank Lafayette, Louisiana	$1.3M	+$11.5K	2	0.8%	Increased
1154	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$1.29M	+$1.27M	3	1.06%	New
1155	Homrich & Berg Atlanta, Georgia	$1.29M	+$86.3K	2	0.17%	Increased
1156	Raymond James Financial Services Advisors St. Petersburg, Florida	$1.28M	+$1.26M	1	0.08%	New
1157	MCM Matarin Capital Management New York	$1.28M	+$1.19M	2	0.76%	New
1158	Ancora Advisors Cleveland, Ohio	$1.28M	$0	1	0.18%	Maintained
1159	Farmers & Merchants Investments Inc Lincoln, Nebraska	$1.27M	+$40.2K	1	0.18%	Increased
1160	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$1.25M	+$1.22M	1	0.58%	New
1161	CFMC Curbstone Financial Management Corp Manchester, New Hampshire	$1.23M	+$1.2M	1	1.01%	New
1162	Advisory Services Network Atlanta, Georgia	$1.23M	+$227K	1	0.63%	Increased
1163	Perkins Investment Management Chicago, Illinois	$1.23M	-$11.4K	1	0.01%	Reduced
1164	CFA Carroll Financial Associates Charlotte, North Carolina	$1.23M	+$169K	2	0.4%	Increased
1165	KCM KSA Capital Management Morristown, New Jersey	$1.23M	$0	1	0.48%	Maintained
1166	Mirae Asset Global Investments Seoul, South Korea	$1.23M	-$139K	1	0.03%	Reduced
1167	11A 10-15 Associates Goshen, New York	$1.22M	+$8.55K	1	0.4%	Increased
1168	Atria Investments Charlotte, North Carolina	$1.22M	-$305K	3	0.12%	Reduced
1169	PWP Private Wealth Partners Mill Valley, California	$1.22M	+$893K	1	0.29%	Increased
1170	ANB Amarillo National Bank Amarillo, Texas	$1.22M	-$11.2K	1	0.98%	Reduced
1171	LPT Legacy Private Trust Neenah, Wisconsin	$1.22M	+$249K	1	0.21%	Increased
1172	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$1.22M	$0	2	0.23%	Maintained
1173	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$1.21M	+$622K	2	0.17%	Increased
1174	IPRC Indices-Pac Research Corporation Montvale, New Jersey	$1.21M	-$406K	1	0.77%	Reduced
1175	SPC Stewart & Patten Company Lafayette, California	$1.2M	+$51.4K	1	0.24%	Increased