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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	WC Woodstock Corp Boston, Massachusetts	$10.2M	+$155K	1	1.94%	Increased
552	WA WESPAC Advisors Orinda, California	$10.2M	+$583K	3	6.72%	Increased
553	ZWJ Investment Counsel Atlanta, Georgia	$10.1M	-$258K	3	0.79%	Reduced
554	CPIM Columbia Partners Investment Management Alexandria, Virginia	$10.1M	-$437K	3	1.33%	Reduced
555	PAM Palisade Asset Management Minneapolis, Minnesota	$10M	+$285K	1	1.83%	Increased
556	AIM Alambic Investment Management Belvedere, California	$10M	+$610K	2	1.09%	Increased
557	TCM TVR Capital Management Stamford, Connecticut	$10M	-$4.67M	1	3.65%	Reduced
558	NIA Northstar Investment Advisors Denver, Colorado	$10M	-$263K	1	1.96%	Reduced
559	YIA YHB Investment Advisors West Hartford, Connecticut	$10M	-$469K	1	1.79%	Reduced
560	FM Foster & Motley Cincinnati, Ohio	$9.99M	-$74.2K	2	1.72%	Reduced
561	Castleark Management Chicago, Illinois	$9.98M	+$1.22M	1	0.31%	Increased
562	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$9.92M	+$971K	1	2.1%	Increased
563	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$9.84M	+$1.92M	1	0.07%	Increased
564	Glenview Trust Louisville, Kentucky	$9.81M	-$85.1K	1	0.72%	Reduced
565	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$9.77M	+$28.4K	3	0.09%	Increased
566	MIM Martin Investment Management Palm Beach Gardens, Florida	$9.77M	+$219K	1	2.73%	Increased
567	State of Alaska Department of Revenue Juneau, Alaska	$9.64M	+$2.91M	5	0.49%	Increased
568	Fuller & Thaler Asset Management San Mateo, California	$9.57M	-$1.33M	3	0.12%	Reduced
569	SIM Spark Investment Management New York	$9.44M	+$1.46M	4	0.51%	Increased
570	GJIC Gamble Jones Investment Counsel Pasadena, California	$9.42M	-$3.92K	2	0.96%	Reduced
571	Oppenheimer Asset Management New York	$9.41M	+$1.17M	4	0.24%	Increased
572	Barings Charlotte, North Carolina	$9.4M	+$469K	3	0.17%	Increased
573	Kentucky Retirement Systems Frankfort, Kentucky	$9.38M	-$403K	3	0.71%	Reduced
574	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$9.35M	+$769K	1	1.34%	Increased
575	NB NBT Bank Norwich, New York	$9.29M	-$262K	1	1.49%	Reduced