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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
576	PIM Penobscot Investment Management Boston, Massachusetts	$8.43M	-$22.5K	3	2.83%	Reduced
577	WC Woodstock Corp Boston, Massachusetts	$8.41M	$0	1	1.49%	Maintained
578	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$8.36M	-$249K	1	2.78%	Reduced
579	Baird Milwaukee, Wisconsin	$8.31M	+$105K	3	0.12%	Increased
580	Central Trust Company Jefferson City, Missouri	$8.31M	-$113K	6	0.65%	Reduced
581	PIM Platinum Investment Management Sydney Australia 2000, Australia	$8.2M	$0	1	0.14%	Maintained
582	AHC Adell Harriman & Carpenter Houston, Texas	$8.17M	-$116K	1	2.25%	Reduced
583	Kornitzer Capital Management Shawnee Mission, Kansas	$8.17M	-$38K	1	0.09%	Reduced
584	PAS Professional Advisory Services Vero Beach, Florida	$8.13M	+$82.6K	1	1.97%	Increased
585	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$8.08M	+$61K	1	1.51%	Increased
586	AF Ally Financial Detroit, Michigan	$8.08M	$0	1	0.95%	Maintained
587	DY Dowling & Yahnke San Diego, California	$8.05M	-$44K	2	1.04%	Reduced
588	ST Stifel Trust St. Louis, Missouri	$8.02M	-$87.6K	3	1.5%	Reduced
589	LMR Partners London, United Kingdom	$8M	+$8.03M	3	0.67%	New
590	NRS Neville Rodie & Shaw New York	$8M	+$148K	1	0.8%	Increased
591	Covington Capital Management Los Angeles, California	$8M	+$835K	1	0.73%	Increased
592	ECM Exchange Capital Management Ann Arbor, Michigan	$7.99M	-$241K	2	3.52%	Reduced
593	Thrivent Financial for Lutherans Minneapolis, Minnesota	$7.95M	-$34.2K	4	0.04%	Reduced
594	RAM RK Asset Management Grosse Pointe Farms, Michigan	$7.92M	-$70K	1	6.84%	Reduced
595	ABC Anchor Bolt Capital Chicago, Illinois	$7.82M	-$1.73M	1	0.66%	Reduced
596	Capital International Sarl Los Angeles, California	$7.78M	+$93.6K	1	0.44%	Increased
597	GJIC Gamble Jones Investment Counsel Pasadena, California	$7.77M	-$19.2K	2	0.87%	Reduced
598	WB Webster Bank Waterbury, Connecticut	$7.72M	-$5.46M	1	1.33%	Reduced
599	CAM Cypress Asset Management Houston, Texas	$7.67M	+$86K	1	1.32%	Increased
600	Boston Financial Management Boston, Massachusetts	$7.65M	-$463K	1	1.01%	Reduced