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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
601	AT Arden Trust Wilmington, Delaware	$7.99M	-$10K	4	1.2%	Reduced
602	LBC Lowe Brockenbrough & Co Richmond, Virginia	$7.94M	-$1.61K	1	1.28%	Reduced
603	Parallax Volatility Advisers San Francisco, California	$7.9M	+$6.54M	4	0.02%	Increased
604	First Merchants Corp Muncie, Indiana	$7.9M	-$20.6K	2	2.47%	Reduced
605	Central Trust Company Jefferson City, Missouri	$7.86M	+$215K	5	0.62%	Increased
606	RCM Royal Capital Management New York	$7.81M	$0	1	16.89%	Maintained
607	PFM Parsec Financial Management Asheville, North Carolina	$7.77M	+$172K	1	0.78%	Increased
608	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$7.76M	+$486K	1	1.99%	Increased
609	FA FDx Advisors Chicago, Illinois	$7.76M	+$857K	3	0.38%	Increased
610	BOIA Bush ODonnell Investment Advisors St Louis, Missouri	$7.7M	-$116K	1	4.72%	Reduced
611	MBTD Mechanics Bank - Trust Department Walnut Creek, California	$7.69M	-$631K	2	2.7%	Reduced
612	OCM Olstein Capital Management Purchase, New York	$7.65M	+$583K	1	0.8%	Increased
613	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$7.65M	+$1.36M	7	0.55%	Increased
614	LG Leuthold Group Minneapolis, Minnesota	$7.65M	+$366K	1	0.72%	Increased
615	BSPF British Steel Pension Fund London, United Kingdom	$7.62M	$0	2	0.73%	Maintained
616	DY Dowling & Yahnke San Diego, California	$7.57M	+$97.1K	2	0.95%	Increased
617	CIM Corda Investment Management Houston, Texas	$7.54M	-$279K	1	1.41%	Reduced
618	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$7.49M	+$4.38M	1	0.74%	Increased
619	Associated Banc-Corp Green Bay, Wisconsin	$7.47M	+$157K	2	0.48%	Increased
620	Creative Planning Overland Park, Kansas	$7.46M	-$376K	2	0.07%	Reduced
621	Cambridge Investment Research Advisors Fairfield, Iowa	$7.38M	+$201K	5	0.2%	Increased
622	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$7.36M	+$143K	1	2.11%	Increased
623	OPCM Osborne Partners Capital Management San Francisco, California	$7.33M	-$175K	1	0.98%	Reduced
624	NIA Northstar Investment Advisors Denver, Colorado	$7.32M	+$61K	1	1.89%	Increased
625	NIM Northeast Investment Management Boston, Massachusetts	$7.32M	+$185K	1	0.74%	Increased