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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
1176	11A 10-15 Associates Goshen, New York	$1.35M	+$2.91K	1	0.45%	Increased
1177	AAM Azzad Asset Management Falls Church, Virginia	$1.35M	+$17.9K	2	0.65%	Increased
1178	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$1.34M	-$150K	2	1.65%	Reduced
1179	AGM Alpine Global Management New York	$1.34M	-$1.83M	2	0.43%	Reduced
1180	SCA Secor Capital Advisors New York	$1.34M	-$249K	1	0.52%	Reduced
1181	LOCC Lombard Odier & Cie (Canada) Montreal, Quebec, Canada	$1.34M	+$196K	1	2.1%	Increased
1182	CCM Canal Capital Management Richmond, Virginia	$1.33M	+$64.4K	1	1.23%	Increased
1183	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$1.33M	-$1.22M	2	0.15%	Reduced
1184	NAM NTV Asset Management Charleston, West Virginia	$1.32M	-$2.61K	1	0.39%	Reduced
1185	MHIM MacNealy Hoover Investment Management Canton, Ohio	$1.32M	$0	1	1.14%	Maintained
1186	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$1.31M	-$22.6K	1	0.36%	Reduced
1187	PCTC Perkins Coie Trust Company Seattle, Washington	$1.31M	-$193K	2	1.01%	Reduced
1188	JEW Jamison Eaton & Wood Bedminster, New Jersey	$1.31M	+$62.3K	1	0.37%	Increased
1189	HH Hilltop Holdings Dallas, Texas	$1.3M	+$225K	2	0.33%	Increased
1190	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$1.29M	-$1.21M	2	0.23%	Reduced
1191	RGC Roberts, Glore & Co Deerfield, Illinois	$1.29M	-$23.7K	2	0.89%	Reduced
1192	CFMC Curbstone Financial Management Corp Manchester, New Hampshire	$1.29M	+$17.8K	1	0.87%	Increased
1193	LCM LVM Capital Management Portage, Michigan	$1.28M	$0	2	0.43%	Maintained
1194	Rothschild & Co Wealth Management (UK) London, United Kingdom	$1.28M	+$22.5K	2	0.13%	Increased
1195	Mairs & Power Inc St Paul, Minnesota	$1.28M	-$43.8K	1	0.02%	Reduced
1196	B Bellecapital Zurich, Switzerland	$1.27M	$0	1	1.7%	Maintained
1197	AT Argent Trust San Antonio, Texas	$1.27M	+$41.7K	3	1.25%	Increased
1198	Benjamin F. Edwards & Company St. Louis, Missouri	$1.27M	-$11.9K	3	0.27%	Reduced
1199	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$1.26M	+$1.28M	1	0.59%	New
1200	SRC Stone Run Capital New York	$1.26M	$0	1	0.81%	Maintained