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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
1376	BCM Birmingham Capital Management Birmingham, Alabama	$470K	-$26.9K	2	0.18%	Reduced
1377	Chilton Capital Management Houston, Texas	$469K	+$17.1K	1	0.05%	Increased
1378	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$467K	-$11.4K	1	0.29%	Reduced
1379	SCM Stonebridge Capital Management Los Angeles, California	$467K	-$2.51K	1	0.19%	Reduced
1380	SRC Stone Run Capital New York	$467K	-$428K	1	0.34%	Reduced
1381	ICM IMS Capital Management Portland, Oregon	$465K	-$374K	1	0.55%	Reduced
1382	DBT Dubuque Bank & Trust Dubuque, Iowa	$464K	-$112K	3	0.08%	Reduced
1383	TC Taylor Cottrill New London, New Hampshire	$462K	$0	1	0.24%	Maintained
1384	AHC Anderson Hoagland & Co St Louis, Missouri	$456K	$0	1	0.3%	Maintained
1385	GGPS Gary Goldberg Planning Services Suffern, New York	$456K	-$4.71K	5	0.22%	Reduced
1386	VNA VNBTrust National Association Charlottesville, Virginia	$454K	-$27.5K	1	0.22%	Reduced
1387	Emerald Advisers Leola, Pennsylvania	$451K	-$35.1K	1	0.03%	Reduced
1388	Rockefeller Financial Services New York	$451K	+$133K	1	0.01%	Increased
1389	FHC Forest Hill Capital Little Rock, Arkansas	$450K	-$2.27M	1	0.05%	Reduced
1390	GCG Giovine Capital Group Santa Monica, California	$444K	-$110K	1	0.23%	Reduced
1391	Moore Capital Management New York	$444K	-$2.42M	1	0.01%	Reduced
1392	South Texas Money Management San Antonio, Texas	$438K	-$17.5K	1	0.03%	Reduced
1393	GA Glenhill Advisors New York	$436K	+$175K	1	0.04%	Increased
1394	CHAM Clear Harbor Asset Management Stamford, Connecticut	$434K	-$126K	1	0.1%	Reduced
1395	PGIM Pacific Global Investment Management Glendale, California	$434K	+$60.5K	1	0.07%	Increased
1396	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$430K	+$4.53K	1	0.17%	Increased
1397	DF Dent & Co Baltimore, Maryland	$429K	$0	1	0.01%	Maintained
1398	MIP Marietta Investment Partners Milwaukee, Wisconsin	$424K	$0	1	0.16%	Maintained
1399	OC Oarsman Capital Milwaukee, Wisconsin	$422K	+$18.2K	1	0.33%	Increased
1400	LBC Lawrence B. Cohen	$421K	$0	1	0.29%	Maintained