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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	$7.39M	-$40.6K	1	2.61%	Reduced
552	YIA YHB Investment Advisors West Hartford, Connecticut	$7.38M	+$132K	1	1.74%	Increased
553	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$7.36M	+$83.2K	1	1.6%	Increased
554	CC Cipher Capital New York	$7.36M	+$626K	3	1.04%	Increased
555	Daiwa Securities Group Tokyo, Japan	$7.34M	-$1.04M	3	0.05%	Reduced
556	JAFL Jay A. Fishman Ltd Troy, Michigan	$7.31M	-$400K	1	1.75%	Reduced
557	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$7.25M	+$1.18M	3	1%	Increased
558	LSA L & S Advisors Los Angeles, California	$7.24M	-$7.12M	1	2.1%	Reduced
559	PAM Palisade Asset Management Minneapolis, Minnesota	$7.23M	-$369K	1	1.62%	Reduced
560	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$7.21M	-$315K	1	1.76%	Reduced
561	GIA Granite Investment Advisors Concord, New Hampshire	$7.21M	-$437K	1	1.4%	Reduced
562	SFP Santa Fe Partners Santa Fe, New Mexico	$7.17M	+$3.57M	3	0.96%	Increased
563	Cullen/Frost Bankers San Antonio, Texas	$7.15M	+$72.9K	2	0.28%	Increased
564	BAM Barrett Asset Management New York	$7.12M	-$1.89M	2	0.65%	Reduced
565	VIP Vantage Investment Partners Kansas City, Missouri	$7.05M	+$4.11M	1	1.27%	Increased
566	Smith Salley Wealth Management Greensboro, North Carolina	$7.02M	+$232K	2	1.89%	Increased
567	LG Leuthold Group Minneapolis, Minnesota	$6.98M	-$1.03M	1	0.74%	Reduced
568	Old National Bancorp Evansville, Indiana	$6.96M	-$630K	4	0.42%	Reduced
569	PIM Penobscot Investment Management Boston, Massachusetts	$6.96M	+$23.6K	3	2.33%	Increased
570	WCM Windward Capital Management Los Angeles, California	$6.95M	+$48.8K	1	1.89%	Increased
571	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$6.94M	-$14.5M	2	0.65%	Reduced
572	M MOTCO San Antonio, Texas	$6.93M	+$202K	3	0.84%	Increased
573	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$6.85M	-$134K	1	2.2%	Reduced
574	Clal Insurance Tel-Aviv, Israel	$6.84M	$0	1	0.18%	Maintained
575	CC Cannell & Co New York	$6.8M	-$664K	3	0.22%	Reduced