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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
1251	SignatureFD Atlanta, Georgia	$673K	+$12K	4	0.22%	Increased
1252	BAM Brave Asset Management Summit, New Jersey	$672K	$0	2	0.5%	Maintained
1253	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$671K	-$102K	1	0.52%	Reduced
1254	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$666K	+$89.2K	2	0.35%	Increased
1255	BOC Barbara Oil Co Chicago, Illinois	$664K	$0	1	0.56%	Maintained
1256	PMG ProVise Management Group Clearwater, Florida	$662K	-$114K	1	0.14%	Reduced
1257	AR Advisory Research Chicago, Illinois	$659K	-$14.6M	1	0.01%	Reduced
1258	DIA Dean Investment Associates Beavercreek, Ohio	$656K	$0	1	0.16%	Maintained
1259	RT Reliance Trust Atlanta, Georgia	$655K	-$11.9K	2	0.76%	Reduced
1260	BTNA Bremer Trust National Association St. Cloud, Minnesota	$650K	+$43.7K	1	0.22%	Increased
1261	AB AT Bancorp Dubuque, Iowa	$648K	+$47.2K	1	0.19%	Increased
1262	SIG Schooner Investment Group Wayne, Pennsylvania	$640K	-$2.9M	1	0.15%	Reduced
1263	CC Capital Counsel New York	$639K	$0	1	0.04%	Maintained
1264	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$637K	-$50.1K	2	0.08%	Reduced
1265	RAM Redmond Asset Management Henrico, Virginia	$633K	$0	1	0.33%	Maintained
1266	IIM Ironwood Investment Management Boston, Massachusetts	$632K	-$330K	1	0.11%	Reduced
1267	TCB Texas Capital Bancshares Dallas, Texas	$631K	+$14.9K	1	0.36%	Increased
1268	Eastern Bank Boston, Massachusetts	$625K	-$75.9K	1	0.05%	Reduced
1269	IC IKOS CIF Limassol, Cyprus	$623K	+$470K	2	0.89%	Increased
1270	CCMINC Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$616K	+$33.1K	1	0.29%	Increased
1271	ACM Ativo Capital Management Chicago, Illinois	$611K	+$642K	2	0.24%	New
1272	ACM Aviance Capital Management Sarasota, Florida	$610K	+$17.8K	1	0.02%	Increased
1273	RCM Reynolds Capital Management Las Vegas, Nevada	$593K	-$1.01M	1	0.57%	Reduced
1274	Jasper Ridge Partners Menlo Park, California	$586K	$0	1	0.04%	Maintained
1275	BCM Buckhead Capital Management Atlanta, Georgia	$584K	$0	1	0.1%	Maintained