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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	LDB Lee, Danner & Bass Nashville, Tennessee	$10.2M	+$113K	1	1.22%	Increased
502	FBNAT FirstMerit Bank N.A. Trustee Akron, Ohio	$10.2M	-$159K	2	0.83%	Reduced
503	Raymond James Trust St. Petersburg, Florida	$10.2M	-$353K	3	1.1%	Reduced
504	BFA Beaumont Financial Advisors Needham, Massachusetts	$10.2M	+$3.9M	1	0.49%	Increased
505	AMI Amica Mutual Insurance Providence, Rhode Island	$10.2M	-$2.88M	3	0.79%	Reduced
506	JAFL Jay A. Fishman Ltd Troy, Michigan	$10.1M	-$249K	1	2.22%	Reduced
507	RT Rockland Trust Hanover, Massachusetts	$10.1M	+$67.6K	1	2.09%	Increased
508	CCMIC Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$10.1M	+$558K	1	1.11%	Increased
509	Meag Munich Ergo Munich, Germany	$10.1M	-$208K	1	0.46%	Reduced
510	CCM Cadian Capital Management New York	$10.1M	+$9.39M	1	0.25%	New
511	MSU Maple Securities USA Jersey City, New Jersey	$10M	+$9.45M	1	0.79%	New
512	Kentucky Retirement Systems Frankfort, Kentucky	$10M	-$528K	3	0.74%	Reduced
513	MKC M. Kraus & Co Shelburne, Vermont	$10M	+$272K	2	7.27%	Increased
514	AL Agran Libbie Santa Monica, California	$10M	+$153K	2	2.38%	Increased
515	Perkins Investment Management Chicago, Illinois	$9.98M	+$656K	1	0.09%	Increased
516	PAM Palisade Asset Management Minneapolis, Minnesota	$9.96M	+$70.4K	1	1.96%	Increased
517	LOCB Lombard Odier & Cie (Bahamas) Nassau, Bahamas	$9.94M	+$97.5K	1	3.66%	Increased
518	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$9.9M	+$1.04M	1	0.28%	Increased
519	GIA Granite Investment Advisors Concord, New Hampshire	$9.86M	+$9.29M	1	2.33%	New
520	Williams Jones & Associates New York	$9.86M	-$12.4M	1	0.4%	Reduced
521	DM Delphi Management Brookline, Massachusetts	$9.8M	+$6.56M	1	1.38%	Increased
522	HFS Haverford Financial Services Radnor, Pennsylvania	$9.74M	+$1.08M	1	3.99%	Increased
523	BCM BTR Capital Management Oakland, California	$9.72M	+$1.81M	1	2.65%	Increased
524	CCT Chemung Canal Trust Elmira, New York	$9.72M	+$577K	1	1.95%	Increased
525	OPCM Osborne Partners Capital Management San Francisco, California	$9.71M	-$269K	1	1.17%	Reduced