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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	FCMC Founders Capital Management (Connecticut) East Hartford, Connecticut	$5.82M	+$1.21M	1	3.76%	Increased
627	Numeric Investors Boston, Massachusetts	$5.81M	+$4.02M	4	0.07%	Increased
628	DCCA D.C. Capital Advisors New York	$5.81M	+$5.87M	1	3.69%	New
629	AMG National Trust Bank Greenwood Village, Colorado	$5.81M	+$1.39M	3	0.55%	Increased
630	SSB Sandy Spring Bank Olney, Maryland	$5.8M	+$42.8K	4	0.71%	Increased
631	Washington Trust Westerly, Rhode Island	$5.76M	-$27.8K	1	0.42%	Reduced
632	CCM Cohen Capital Management Corte Madera, California	$5.74M	+$680K	1	1.72%	Increased
633	BEAM Baker Ellis Asset Management Vancouver, Washington	$5.72M	-$274K	2	2.04%	Reduced
634	TCA Taconic Capital Advisors New York	$5.71M	+$7.19M	1	0.21%	New
635	AHC Adell Harriman & Carpenter Houston, Texas	$5.69M	-$1.07M	1	1.67%	Reduced
636	ECM Exchange Capital Management Ann Arbor, Michigan	$5.69M	-$1.53M	2	2.64%	Reduced
637	QIM Quantitative Investment Management Charlottesville, Virginia	$5.69M	+$6.04M	2	0.43%	Increased
638	QIM Quest Investment Management Lake Oswego, Oregon	$5.67M	+$1.72M	1	0.8%	Increased
639	OI Oakbrook Investments Lisle, Illinois	$5.64M	-$310K	3	0.37%	Reduced
640	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$5.63M	-$132K	1	0.7%	Reduced
641	Hennessy Advisors Inc Novato, California	$5.61M	+$352K	1	0.17%	Increased
642	Associated Banc-Corp Green Bay, Wisconsin	$5.61M	-$451K	1	0.39%	Reduced
643	CW Cabot-Wellington Boston, Massachusetts	$5.54M	-$100K	1	3.33%	Reduced
644	NCM Narwhal Capital Management Marietta, Georgia	$5.54M	-$32.2K	2	2.07%	Reduced
645	DVM Dreman Value Management West Palm Beach, Florida	$5.52M	+$1.47M	3	0.56%	Increased
646	BPB Badgley, Phelps & Bell Seattle, Washington	$5.52M	+$23.7K	1	0.57%	Increased
647	NRS Neville Rodie & Shaw New York	$5.5M	-$255K	1	0.67%	Reduced
648	PP Prospector Partners Guilford, Connecticut	$5.5M	-$1.03M	2	0.79%	Reduced
649	FCG FrontFour Capital Group Greenwich, Connecticut	$5.46M	-$2.99M	1	0.93%	Reduced
650	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$5.38M	+$296K	2	0.93%	Increased