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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
351	PP Patten & Patten Chattanooga, Tennessee	$20.6M	-$398K	2	3.2%	Reduced
352	OI Oakbrook Investments Lisle, Illinois	$20.6M	+$12M	2	0.6%	Increased
353	Wilmington Savings Fund Society Wilmington, Delaware	$20.6M	-$55.8K	1	1.27%	Reduced
354	Raymond James & Associates St Petersburg, Florida	$20.6M	-$444K	3	0.18%	Reduced
355	Numeric Investors Boston, Massachusetts	$20.5M	-$47.2M	3	0.38%	Reduced
356	BIM BRC Investment Management Greenwood Village, Colorado	$20.5M	+$672K	2	3.11%	Increased
357	Commonwealth Equity Services Waltham, Massachusetts	$20.3M	+$834K	4	0.33%	Increased
358	Brown Brothers Harriman & Co New York	$20.3M	-$1.56M	3	0.1%	Reduced
359	FMW Farr Miller & Washington Washington, District of Columbia	$20.1M	-$14.5K	1	3.2%	Reduced
360	SCM Symons Capital Management Pittsburgh, Pennsylvania	$20M	+$111K	1	5.42%	Increased
361	Huntington National Bank Columbus, Ohio	$19.9M	-$51.9K	6	0.59%	Reduced
362	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$19.9M	-$32.5K	1	1.75%	Reduced
363	Adams Diversified Equity Fund Baltimore, Maryland	$19.9M	$0	1	1.52%	Maintained
364	CAM ClariVest Asset Management San Diego, California	$19.7M	+$6.26M	1	0.9%	Increased
365	MC Martin Currie Edinburgh, United Kingdom	$19.6M	-$603K	1	2.11%	Reduced
366	MCC Mid Continent Capital Chicago, Illinois	$19.6M	+$281K	1	1.38%	Increased
367	WC Walthausen & Co Malta, New York	$19.6M	+$20.1M	1	1.55%	New
368	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$19.4M	+$1.4M	2	1.59%	Increased
369	Pinnacle Associates New York	$19.3M	-$40K	2	0.4%	Reduced
370	QS Investors New York	$19.2M	-$7.73M	2	0.83%	Reduced
371	VFAM Valley Forge Asset Management King Of Prussia, Pennsylvania	$18.9M	+$18.2M	1	1.25%	New
372	AA Ancient Art Austin, Texas	$18.8M	+$19.3M	1	4.88%	New
373	Natixis Advisors Boston, Massachusetts	$18.8M	+$1.03M	4	0.35%	Increased
374	SFM Systematic Financial Management Teaneck, New Jersey	$18.7M	+$17.3M	3	0.15%	Increased
375	WAM Winslow Asset Management Beachwood, Ohio	$18.6M	-$8.86M	1	3.53%	Reduced