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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
626	FA FDx Advisors Chicago, Illinois	$6.88M	+$2.78M	3	0.45%	Increased
627	MAM Mastrapasqua Asset Management Nashville, Tennessee	$6.87M	-$74.2K	1	1.58%	Reduced
628	MCM Maple Capital Management Montpelier, Vermont	$6.81M	+$135K	1	2.48%	Increased
629	CTA Colonial Trust Advisors Spartanburg, South Carolina	$6.8M	-$143K	1	2.07%	Reduced
630	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$6.73M	$0	7	0.5%	Maintained
631	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$6.72M	+$1.73M	1	3.14%	Increased
632	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$6.7M	$0	1	0.98%	Maintained
633	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$6.68M	-$942K	3	1.04%	Reduced
634	SSB Sandy Spring Bank Olney, Maryland	$6.67M	-$163K	3	0.84%	Reduced
635	OI Oakbrook Investments Lisle, Illinois	$6.67M	-$16.2M	2	0.2%	Reduced
636	QIM Quest Investment Management Lake Oswego, Oregon	$6.62M	-$264K	1	0.65%	Reduced
637	CCM Cohen Capital Management Corte Madera, California	$6.59M	$0	1	1.7%	Maintained
638	CL Croft-Leominster Baltimore, Maryland	$6.59M	-$2.66M	1	1.12%	Reduced
639	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$6.56M	-$51.3K	1	1.59%	Reduced
640	GIP Granite Investment Partners El Segundo, California	$6.5M	-$153K	1	0.92%	Reduced
641	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$6.49M	-$507K	1	1.89%	Reduced
642	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$6.46M	-$75.2K	2	2.55%	Reduced
643	PCA Private Capital Advisors Darien, Connecticut	$6.43M	-$33.4K	1	2.08%	Reduced
644	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$6.42M	$0	3	0.83%	Maintained
645	AAA Adams Asset Advisors Dallas, Texas	$6.42M	$0	1	1.12%	Maintained
646	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$6.41M	+$1.09M	2	1.21%	Increased
647	Cubist Systematic Strategies Stamford, Connecticut	$6.39M	+$6.43M	3	0.38%	New
648	Cambridge Investment Research Advisors Fairfield, Iowa	$6.38M	-$1.78M	3	0.22%	Reduced
649	MSR Main Street Research Lakeville, Connecticut	$6.38M	+$272K	1	1.5%	Increased
650	CCT Country Club Trust Kansas City, Missouri	$6.36M	+$48.2K	1	0.83%	Increased