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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
526	Cubist Systematic Strategies Stamford, Connecticut	$8.93M	+$3.06M	4	0.55%	Increased
527	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$8.92M	+$63.8K	1	2.08%	Increased
528	M MOTCO San Antonio, Texas	$8.89M	+$627K	2	0.94%	Increased
529	CDH Charles D. Hyman	$8.88M	+$580K	2	1.49%	Increased
530	CONA Capital One National Association New York	$8.8M	-$562K	4	0.87%	Reduced
531	KCA KR Capital Advisors New York	$8.8M	-$316K	1	2.11%	Reduced
532	JA JLB & Associates Plymouth, Michigan	$8.8M	-$21K	2	3.16%	Reduced
533	OA OFI Advisors Philadelphia, Pennsylvania	$8.77M	+$640K	7	0.63%	Increased
534	CCMIC Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$8.76M	+$372K	1	0.67%	Increased
535	Segall Bryant & Hamill Chicago, Illinois	$8.69M	+$50.2K	2	0.2%	Increased
536	CB Chemical Bank Detroit, Michigan	$8.6M	-$70.7K	1	1.49%	Reduced
537	Carnegie Investment Counsel Pepper Pike, Ohio	$8.58M	-$3.82M	2	1.71%	Reduced
538	HHC Hutchin Hill Capital New York	$8.55M	+$7.85M	2	0.32%	Increased
539	Perkins Investment Management Chicago, Illinois	$8.53M	+$3.43M	1	0.08%	Increased
540	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$8.51M	+$655K	1	1.77%	Increased
541	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$8.49M	+$646K	1	1.07%	Increased
542	AL Airain Ltd St. Peter Port, Guernsey	$8.47M	+$2.73M	2	0.58%	Increased
543	Cullen/Frost Bankers San Antonio, Texas	$8.46M	-$60.1K	2	0.34%	Reduced
544	YIA YHB Investment Advisors West Hartford, Connecticut	$8.44M	+$150K	1	2.03%	Increased
545	WAM Wallington Asset Management Indianapolis, Indiana	$8.43M	-$35.7K	1	2.85%	Reduced
546	CCT Chemung Canal Trust Elmira, New York	$8.36M	-$295K	1	1.73%	Reduced
547	Perpetual Ltd Sydney, New South Wales, Australia	$8.36M	-$73.1K	1	0.9%	Reduced
548	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$8.33M	+$59.5K	1	0.22%	Increased
549	BST Bath Savings Trust Bath, Maine	$8.32M	+$262K	1	3.15%	Increased
550	BFO Boston Family Office Boston, Massachusetts	$8.31M	-$85.3K	1	1.07%	Reduced