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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
1276	MIA MMBG Investment Advisors Miami, Florida	$5.13M	-$207K	1	0.41%	Reduced
1277	S SharpePoint Phoenix, Arizona	$5.13M	+$58.5K	2	2.57%	Increased
1278	Caxton Associates (UK) London,	$5.13M	-$48.7M	3	0.1%	Reduced
1279	BST Bath Savings Trust Bath, Maine	$5.12M	-$39.9K	2	0.53%	Reduced
1280	WCM Whitener Capital Management Rocky Mount, North Carolina	$5.11M	+$231K	3	1.08%	Increased
1281	FHA Flagship Harbor Advisors Boston, Massachusetts	$5.1M	-$108K	3	0.2%	Reduced
1282	SCA Stonebridge Capital Advisors St Paul, Minnesota	$5.1M	+$76.3K	2	0.33%	Increased
1283	BW Gestao de Investimentos Sao Paulo, Brazil	$5.09M	+$4.04M	2	0.1%	New
1284	SCM Schnieders Capital Management Pasadena, California	$5.09M	+$1.27M	2	0.67%	Increased
1285	First Command Advisory Services Fort Worth, Texas	$5.09M	-$1.05M	5	0.03%	Reduced
1286	HIA Harbor Investment Advisory Lutherville, Maryland	$5.09M	+$22.3K	6	0.35%	Increased
1287	TPW Talon Private Wealth The Villages, Florida	$5.09M	+$442K	2	0.6%	Increased
1288	TC TwinBeech Capital Purchase, New York	$5.09M	+$1.11M	2	0.92%	Increased
1289	CA Cullinan Associates Louisville, Kentucky	$5.08M	+$18.3K	2	0.38%	Increased
1290	Moneta Group Investment Advisors St Louis, Missouri	$5.05M	+$102K	2	0.04%	Increased
1291	MNBTD Moody National Bank Trust Division Galveston, Texas	$5.05M	-$147K	4	0.42%	Reduced
1292	MFFIA McIntyre, Freedman & Flynn Investment Advisers Orleans, Massachusetts	$5.04M	-$1.48M	1	3.02%	Reduced
1293	BG Bollard Group Boston, Massachusetts	$5.04M	+$16.7K	1	0.15%	Increased
1294	USS Investment Management London, United Kingdom	$5.03M	+$6.1M	1	0.02%	New
1295	HCM Howland Capital Management Boston, Massachusetts	$5.03M	+$917	2	0.18%	Increased
1296	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$5.01M	-$4.99M	1	0.51%	Reduced
1297	RF Robbins Farley Bedford, New Hampshire	$5M	+$116K	1	1.92%	Increased
1298	HIM Harbour Investment Management Edmonds, Washington	$4.98M	-$88.1K	2	2.57%	Reduced
1299	IPAM ICICI Prudential Asset Management Mumbai, India	$4.97M	+$1.27M	1	0.54%	Increased
1300	MPWS McCarter Private Wealth Services Boston, Massachusetts	$4.97M	-$240K	1	1.71%	Reduced