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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
1226	DVM Dreman Value Management West Palm Beach, Florida	$1.03M	-$4.54M	1	0.64%	Reduced
1227	SCM Schnieders Capital Management Pasadena, California	$1.03M	-$69.6K	1	0.58%	Reduced
1228	Mairs & Power Inc St Paul, Minnesota	$1.03M	-$10.1K	1	0.01%	Reduced
1229	Eagle Global Advisors Houston, Texas	$1.02M	-$106K	2	0.03%	Reduced
1230	WA WealthTrust Axiom Wayne, Pennsylvania	$1.02M	-$194	1	0.39%	Reduced
1231	PCTC Perkins Coie Trust Company Seattle, Washington	$1.02M	+$8.83K	1	0.67%	Increased
1232	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$1M	-$23.5K	1	0.73%	Reduced
1233	PAM Paradigm Asset Management New York	$1M	+$24.2K	2	0.17%	Increased
1234	VIA Vantage Investment Advisors State College, Pennsylvania	$995K	-$21.8K	4	0.42%	Reduced
1235	RSS Rosenblum Silverman Sutton San Francisco, California	$975K	+$939K	2	0.47%	New
1236	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$974K	-$6.08K	1	0.49%	Reduced
1237	TC Toews Corporation Northfield, New Jersey	$971K	+$941K	2	0.41%	New
1238	CBN Cadence Bank NA Houston, Texas	$964K	-$985K	1	0.47%	Reduced
1239	PFS Physicians Financial Services Raleigh, North Carolina	$960K	$0	2	0.84%	Maintained
1240	ACM Aviance Capital Management Sarasota, Florida	$956K	-$46.1K	1	0.03%	Reduced
1241	AIM AMI Investment Management Kendallville, Indiana	$948K	$0	1	0.7%	Maintained
1242	HL HeadInvest LLC Portland, Maine	$947K	+$17.3K	1	0.36%	Increased
1243	ESBC E.S. Barr & Co Lexington, Kentucky	$943K	-$21.8K	1	0.11%	Reduced
1244	SJL Shayne & Jacobs LLC Nashville, Tennessee	$943K	$0	1	0.78%	Maintained
1245	ACM Alethea Capital Management Mercer Island, Washington	$937K	+$887K	1	1.28%	New
1246	UFG United Fire Group Cedar Rapids, Iowa	$935K	-$230K	3	0.37%	Reduced
1247	BFC Blue Fin Capital Warren, Rhode Island	$932K	-$50.2K	2	0.77%	Reduced
1248	Tower Research Capital (TRC) New York	$931K	+$291K	7	0.09%	Increased
1249	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$930K	+$431	4	1.62%	Increased
1250	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$925K	+$27.5K	2	0.38%	Increased