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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	MAM Mastrapasqua Asset Management Nashville, Tennessee	$7.32M	+$5.86M	1	1.77%	Increased
627	FineMark National Bank & Trust Fort Myers, Florida	$7.26M	+$827K	5	0.95%	Increased
628	Baker Avenue Asset Management San Francisco, California	$7.25M	+$1.09M	2	0.96%	Increased
629	Washington Trust Westerly, Rhode Island	$7.22M	+$305K	1	0.48%	Increased
630	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$7.2M	$0	3	0.94%	Maintained
631	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$7.17M	-$43.7K	1	0.83%	Reduced
632	Clal Insurance Tel-Aviv, Israel	$7.17M	$0	1	0.16%	Maintained
633	NRS Neville Rodie & Shaw New York	$7.15M	-$298K	1	0.78%	Reduced
634	Laurion Capital Management New York	$7.14M	-$41.6M	1	0.07%	Reduced
635	SSB Sandy Spring Bank Olney, Maryland	$7.13M	+$112K	4	0.81%	Increased
636	BPM Bronson Point Management Fairfield, Connecticut	$7.04M	+$7.4M	1	0.84%	New
637	Ferguson Wellman Capital Management Portland, Oregon	$7.03M	-$404K	1	0.29%	Reduced
638	CCT Country Club Trust Kansas City, Missouri	$7.03M	-$142K	1	1%	Reduced
639	CW Cabot-Wellington Boston, Massachusetts	$7.02M	-$14.5K	1	3.46%	Reduced
640	DL Delta Lloyd Amsterdam, Netherlands	$6.94M	+$2.49M	2	0.22%	Increased
641	BPB Badgley, Phelps & Bell Seattle, Washington	$6.85M	+$40.9K	1	0.67%	Increased
642	GP GLG Partners London, United Kingdom	$6.83M	-$1.62M	2	0.18%	Reduced
643	MAP Managed Asset Portfolios Rochester, Michigan	$6.81M	+$162K	1	3.57%	Increased
644	Boston Financial Management Boston, Massachusetts	$6.75M	-$275K	1	0.87%	Reduced
645	SFM Signet Financial Management Parsippany, New Jersey	$6.72M	+$1.73M	2	1.55%	Increased
646	MCM Maple Capital Management Montpelier, Vermont	$6.71M	+$31.4K	1	2.3%	Increased
647	DVM Dreman Value Management West Palm Beach, Florida	$6.67M	+$572K	3	0.55%	Increased
648	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$6.66M	-$58.6K	1	1.98%	Reduced
649	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$6.65M	+$81.2K	1	1.46%	Increased
650	MC Moors & Cabot Boston, Massachusetts	$6.61M	-$11.8K	4	1.08%	Reduced