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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	UMB Bank Kansas City, Missouri	$7.7M	-$10.4M	1	0.38%	Reduced
577	MWR McAdams Wright Ragen Seattle, Washington	$7.68M	+$3.71M	3	0.43%	Increased
578	Kornitzer Capital Management Shawnee Mission, Kansas	$7.68M	+$221K	1	0.09%	Increased
579	LBC Lowe Brockenbrough & Co Richmond, Virginia	$7.64M	+$5.09M	1	1.22%	Increased
580	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$7.59M	-$54.2K	1	2.52%	Reduced
581	Ferguson Wellman Capital Management Portland, Oregon	$7.55M	-$20.7M	1	0.32%	Reduced
582	PP Paloma Partners Greenwich, Connecticut	$7.53M	+$4.18M	4	0.35%	Increased
583	First Merchants Corp Muncie, Indiana	$7.53M	-$118K	2	2.4%	Reduced
584	PIM Platinum Investment Management Sydney Australia 2000, Australia	$7.5M	$0	1	0.15%	Maintained
585	NRS Neville Rodie & Shaw New York	$7.36M	+$37K	1	0.73%	Increased
586	PEAK6 Group Chicago, Illinois	$7.32M	+$6.67M	3	0.06%	Increased
587	LG Leuthold Group Minneapolis, Minnesota	$7.28M	-$358K	1	0.66%	Reduced
588	Nomura Holdings Tokyo, Japan	$7.25M	+$2.43M	5	0.02%	Increased
589	Thrivent Financial for Lutherans Minneapolis, Minnesota	$7.25M	-$286K	5	0.04%	Reduced
590	ST Stifel Trust St. Louis, Missouri	$7.24M	-$99.4K	3	1.39%	Reduced
591	GJIC Gamble Jones Investment Counsel Pasadena, California	$7.23M	+$23.2K	2	0.8%	Increased
592	Tokio Marine Asset Management Tokyo, Japan	$7.22M	-$2.38M	2	0.52%	Reduced
593	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$7.21M	-$189K	1	1.41%	Reduced
594	BCM BTR Capital Management Oakland, California	$7.16M	+$873K	1	1.98%	Increased
595	ECM Exchange Capital Management Ann Arbor, Michigan	$7.16M	-$6.92K	2	3.12%	Reduced
596	ID Integral Derivatives New York	$7.09M	+$5.83M	2	0.13%	Increased
597	FAAM First Allied Asset Management San Diego, California	$7.09M	+$7.24M	1	0.95%	New
598	ABC Anchor Bolt Capital Chicago, Illinois	$7.07M	-$85.1K	1	0.49%	Reduced
599	CAM Cypress Asset Management Houston, Texas	$7.07M	+$54K	1	1.28%	Increased
600	Becker Capital Management Portland, Oregon	$7.04M	-$8.84M	2	0.29%	Reduced