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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
476	Capstone Investment Advisors New York	$12.2M	-$1.19M	1	0.13%	Reduced
477	WB Webster Bank Waterbury, Connecticut	$12.2M	-$620K	1	1.71%	Reduced
478	Salem Investment Counselors Winston Salem, North Carolina	$12.1M	+$274K	2	1.58%	Increased
479	Nomura Holdings Tokyo, Japan	$12M	-$13.6M	4	0.05%	Reduced
480	Zurich Cantonal Bank Zurich, Switzerland	$11.9M	-$977K	3	0.39%	Reduced
481	TCOV Trust Company of Vermont Brattleboro, Vermont	$11.7M	+$37.1K	2	1.96%	Increased
482	WC Wynnefield Capital New York	$11.7M	-$113K	1	5.24%	Reduced
483	Numeric Investors Boston, Massachusetts	$11.6M	-$10.3M	1	0.2%	Reduced
484	MC Middleton & Co Boston, Massachusetts	$11.6M	+$725K	2	3.04%	Increased
485	FAM Fiduciary Asset Management St. Louis, Missouri	$11.6M	+$186K	1	2.65%	Increased
486	CCC Chelsea Counsel Company Los Angeles, California	$11.5M	-$4.01K	2	2.73%	Reduced
487	MCM Murphy Capital Management Bedminster, New Jersey	$11.5M	-$225K	2	2%	Reduced
488	Kennedy Capital Management St Louis, Missouri	$11.5M	+$6.67M	2	0.21%	Increased
489	UMA USA Mutuals Advisors Dallas, Texas	$11.4M	+$1.01M	2	5.46%	Increased
490	CTA Chesley Taft & Associates Chicago, Illinois	$11.4M	-$108K	1	1.14%	Reduced
491	PAM Private Asset Management San Diego, California	$11.4M	+$121K	1	1.96%	Increased
492	BPB Badgley, Phelps & Bell Seattle, Washington	$11.3M	-$113K	1	1.19%	Reduced
493	FNB First Niagara Bank Lockport, New York	$11.3M	-$415K	2	2.18%	Reduced
494	HCMNY Howard Capital Management (New York) New York	$11.3M	+$367K	1	2.32%	Increased
495	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$11.2M	+$8.27M	2	0.14%	Increased
496	MBTD Mechanics Bank - Trust Department Walnut Creek, California	$11.2M	+$145K	2	2.71%	Increased
497	RCM Royal Capital Management New York	$11.1M	-$1.11M	1	7.55%	Reduced
498	TCM Twin Capital Management Mcmurray, Pennsylvania	$11.1M	-$142K	2	1.19%	Reduced
499	Wolverine Asset Management Chicago, Illinois	$11.1M	-$1.48M	2	0.22%	Reduced
500	LI LMCG Investments Boston, Massachusetts	$11M	-$88.3K	1	0.23%	Reduced