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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
551	BST Bath Savings Trust Bath, Maine	$9.26M	-$203K	1	3.16%	Reduced
552	First National Bank of Omaha Omaha, Nebraska	$9.26M	$0	1	0.64%	Maintained
553	Veritable Wilmington, Delaware	$9.24M	-$2.52M	2	0.25%	Reduced
554	Nomura Holdings Tokyo, Japan	$9.23M	+$7.39M	3	0.03%	Increased
555	MC Martin Currie Edinburgh, United Kingdom	$9.23M	-$7.94M	1	0.88%	Reduced
556	MPM Meritage Portfolio Management Overland Park, Kansas	$9.21M	-$4.64K	1	0.97%	Reduced
557	PAM Paradigm Asset Management New York	$9.19M	+$79.9K	3	1.02%	Increased
558	Williams Jones & Associates New York	$9.12M	+$279K	2	0.35%	Increased
559	Segall Bryant & Hamill Chicago, Illinois	$9.1M	-$180K	2	0.2%	Reduced
560	SIM Sentry Investment Management Stevens Point, Wisconsin	$9.09M	+$2.66M	3	0.43%	Increased
561	YIA YHB Investment Advisors West Hartford, Connecticut	$9.05M	+$218K	1	1.97%	Increased
562	CC Cannell & Co New York	$9.04M	+$864K	3	0.26%	Increased
563	Old National Bancorp Evansville, Indiana	$8.98M	+$46.9K	4	0.5%	Increased
564	RAM RK Asset Management Grosse Pointe Farms, Michigan	$8.93M	-$16.7K	1	7.04%	Reduced
565	Kentucky Retirement Systems Frankfort, Kentucky	$8.91M	+$87.1K	3	0.73%	Increased
566	Two Sigma Investments New York	$8.91M	-$57.2M	7	0.04%	Reduced
567	Wolverine Asset Management Chicago, Illinois	$8.86M	+$5.69M	2	0.2%	Increased
568	FCI Financial Counselors Inc Overland Park, Kansas	$8.85M	-$278K	2	0.56%	Reduced
569	WAM Wallington Asset Management Indianapolis, Indiana	$8.85M	-$94.4K	1	2.83%	Reduced
570	HFS Haverford Financial Services Radnor, Pennsylvania	$8.82M	-$524K	1	3.73%	Reduced
571	CCT Chemung Canal Trust Elmira, New York	$8.78M	-$505K	1	1.92%	Reduced
572	TCM Tufton Capital Management Hunt Valley, Maryland	$8.7M	-$5.34M	1	1.76%	Reduced
573	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$8.7M	+$119K	1	2.55%	Increased
574	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$8.64M	-$271K	1	0.26%	Reduced
575	WCM Windward Capital Management Los Angeles, California	$8.61M	-$213K	1	2.32%	Reduced