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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
501	Hennessy Advisors Inc Novato, California	$9.57M	-$258K	2	0.29%	Reduced
502	JAFL Jay A. Fishman Ltd Troy, Michigan	$9.55M	-$10.9K	1	2.11%	Reduced
503	Teacher Retirement System of Texas Austin, Texas	$9.54M	-$2.52M	8	0.08%	Reduced
504	BPB Badgley, Phelps & Bell Seattle, Washington	$9.53M	-$663K	1	0.94%	Reduced
505	FBNAT FirstMerit Bank N.A. Trustee Akron, Ohio	$9.53M	-$285K	2	0.8%	Reduced
506	FNB First Niagara Bank Lockport, New York	$9.51M	+$116K	2	2%	Increased
507	SCA Stillwater Capital Advisors Devon, Pennsylvania	$9.47M	+$212K	1	3.17%	Increased
508	FCI Financial Counselors Inc Overland Park, Kansas	$9.29M	-$102K	2	0.65%	Reduced
509	LDB Lee, Danner & Bass Nashville, Tennessee	$9.28M	+$368K	1	1.15%	Increased
510	TCM Twin Capital Management Mcmurray, Pennsylvania	$9.26M	-$1.99M	2	0.94%	Reduced
511	HR Howe & Rusling Rochester, New York	$9.24M	+$324K	2	2.16%	Increased
512	RT Rockland Trust Hanover, Massachusetts	$9.24M	+$510K	1	2.03%	Increased
513	OPCM Osborne Partners Capital Management San Francisco, California	$9.18M	-$81.1K	1	1.19%	Reduced
514	Meag Munich Ergo Munich, Germany	$9.18M	-$7.55M	2	0.42%	Reduced
515	Smith Salley Wealth Management Greensboro, North Carolina	$9.17M	+$79.5K	3	2.43%	Increased
516	Baird Milwaukee, Wisconsin	$9.17M	+$1.42M	2	0.13%	Increased
517	Parallax Volatility Advisers San Francisco, California	$9.14M	+$6.39M	4	0.03%	Increased
518	SIM Spark Investment Management New York	$9.1M	+$152K	4	1.37%	Increased
519	PAM Palisade Asset Management Minneapolis, Minnesota	$9.08M	+$544K	1	1.86%	Increased
520	SCM Suffolk Capital Management New York	$9.05M	+$452K	2	1.13%	Increased
521	LOCB Lombard Odier & Cie (Bahamas) Nassau, Bahamas	$9.03M	$0	1	3.22%	Maintained
522	AL Agran Libbie Santa Monica, California	$9.02M	+$7.54K	2	2.2%	Increased
523	Whittier Trust South Pasadena, California	$8.98M	-$334K	3	0.44%	Reduced
524	SFM Sphera Funds Management Tel Aviv, Israel	$8.97M	+$8.83M	1	1.11%	New
525	MKC M. Kraus & Co Shelburne, Vermont	$8.95M	+$58.1K	2	6.86%	Increased