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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	AP Archon Partners Princeton Junction, New Jersey	$10.7M	$0	1	2.88%	Maintained
477	Glenview Trust Louisville, Kentucky	$10.7M	+$10.7M	1	1.11%	New
478	EBSAM Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$10.6M	-$250K	1	3.54%	Reduced
479	MCM Murphy Capital Management Bedminster, New Jersey	$10.6M	-$473K	2	1.62%	Reduced
480	RCYC Richard C. Young & Co Newport, Rhode Island	$10.6M	+$2.42M	1	2.41%	Increased
481	Analytic Investors Los Angeles, California	$10.6M	+$7.6M	1	0.13%	Increased
482	FBNAT FirstMerit Bank N.A. Trustee Akron, Ohio	$10.5M	+$1.12M	3	0.89%	Increased
483	AMI Amica Mutual Insurance Providence, Rhode Island	$10.5M	$0	3	0.95%	Maintained
484	CG Clinton Group New York	$10.5M	+$6.37M	4	0.85%	Increased
485	MAA Matrix Asset Advisors White Plains, New York	$10.4M	+$7.92M	1	2.01%	Increased
486	CA Cullinan Associates Louisville, Kentucky	$10.4M	+$3.62M	4	0.9%	Increased
487	MKC M. Kraus & Co Shelburne, Vermont	$10.4M	+$721K	2	7.81%	Increased
488	WI WBI Investments Red Bank, New Jersey	$10.4M	+$8.31M	1	0.3%	Increased
489	MCM Mazama Capital Management Portland, Oregon	$10.3M	+$10M	1	1.9%	New
490	CCMIC Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$10.3M	+$335K	1	1.29%	Increased
491	CDH Charles D. Hyman	$10.3M	+$1.61M	2	1.69%	Increased
492	CONA Capital One National Association New York	$10.2M	+$49.5K	5	0.88%	Increased
493	MC Middleton & Co Boston, Massachusetts	$10.2M	+$312K	2	2.28%	Increased
494	CCC Chelsea Counsel Company Los Angeles, California	$10.2M	-$784K	2	3.08%	Reduced
495	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$10.1M	+$510K	5	0.21%	Increased
496	Fuller & Thaler Asset Management San Mateo, California	$10M	-$53.1K	4	0.21%	Reduced
497	CB Chemical Bank Detroit, Michigan	$10M	-$370K	1	1.39%	Reduced
498	PAM Private Asset Management San Diego, California	$10M	-$146K	1	1.81%	Reduced
499	WCM Windward Capital Management Los Angeles, California	$9.97M	+$2.47M	1	1.99%	Increased
500	MIS Morningstar Investment Services Chicago, Illinois	$9.96M	+$5.41M	1	0.39%	Increased