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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	VV Verity & Verity Beaufort, South Carolina	$6.88M	+$1.92M	1	2.65%	Increased
627	Gratus Capital Atlanta, Georgia	$6.88M	+$786K	2	1.01%	Increased
628	FHAM Folger Hill Asset Management New York	$6.83M	+$6.77M	1	0.53%	New
629	OPCM Osborne Partners Capital Management San Francisco, California	$6.76M	-$29.5K	2	1.01%	Reduced
630	MBTD Mechanics Bank - Trust Department Walnut Creek, California	$6.75M	-$54.8K	2	2.49%	Reduced
631	PIM Penobscot Investment Management Boston, Massachusetts	$6.73M	-$240K	3	2.4%	Reduced
632	Jefferies Group New York	$6.69M	+$2.58M	3	0.03%	Increased
633	Waratah Capital Advisors Toronto, Ontario, Canada	$6.68M	+$5.8M	1	1.37%	New
634	Wolverine Asset Management Chicago, Illinois	$6.67M	+$5.34M	1	0.1%	Increased
635	Boston Financial Management Boston, Massachusetts	$6.63M	+$1.82M	1	0.54%	Increased
636	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$6.61M	-$51.6K	1	2.22%	Reduced
637	CCM Cohen Capital Management Corte Madera, California	$6.61M	$0	1	1.92%	Maintained
638	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$6.61M	+$9.16K	2	0.73%	Increased
639	Shelton Capital Management Denver, Colorado	$6.6M	+$26.4K	4	0.58%	Increased
640	FNB First Niagara Bank Lockport, New York	$6.59M	-$27.1K	1	1.88%	Reduced
641	CC Cannell & Co New York	$6.58M	-$42.5K	3	0.24%	Reduced
642	WCM Investment Management Laguna Beach, California	$6.58M	-$1.14M	1	0.1%	Reduced
643	NIM Northeast Investment Management Boston, Massachusetts	$6.57M	+$86.3K	1	0.66%	Increased
644	CCC Chelsea Counsel Company Los Angeles, California	$6.57M	-$472K	2	2.97%	Reduced
645	BOIA Bush ODonnell Investment Advisors St Louis, Missouri	$6.54M	-$109K	1	4.36%	Reduced
646	SSB Sandy Spring Bank Olney, Maryland	$6.54M	-$50.6K	4	0.75%	Reduced
647	QIM Quest Investment Management Lake Oswego, Oregon	$6.53M	+$6.48M	1	0.89%	New
648	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$6.51M	+$1.82M	4	0.9%	Increased
649	FNFDCM Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$6.42M	+$6.13M	2	1.1%	Increased
650	Virginia Retirement Systems Richmond, Virginia	$6.39M	+$6.32M	2	0.09%	New