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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
676	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$5.29M	-$341K	2	2.71%	Reduced
677	Covington Capital Management Los Angeles, California	$5.29M	+$224K	1	0.61%	Increased
678	LRPA L. Roy Papp & Associates Phoenix, Arizona	$5.26M	+$240K	1	1.25%	Increased
679	RSS Rosenblum Silverman Sutton San Francisco, California	$5.24M	+$5.06M	1	2.81%	New
680	BPM Bowling Portfolio Management Cincinnati, Ohio	$5.24M	+$138K	1	1.46%	Increased
681	EVC Eidelman Virant Capital Saint Louis, Missouri	$5.23M	+$114K	2	2.7%	Increased
682	North Star Asset Management Neenah, Wisconsin	$5.19M	-$16K	1	0.68%	Reduced
683	OAM Oxford Asset Management Oxford, United Kingdom	$5.18M	-$637K	1	0.12%	Reduced
684	Shelton Capital Management Denver, Colorado	$5.17M	-$9.79K	4	0.86%	Reduced
685	RIL Rothschild Investment LLC Chicago, Illinois	$5.15M	+$23.4K	1	0.76%	Increased
686	ARTA A.R.T. Advisors New York	$5.08M	+$1.45M	3	0.28%	Increased
687	BEAM Baker Ellis Asset Management Vancouver, Washington	$5.05M	-$1.87K	2	1.91%	Reduced
688	Ameritas Investment Partners Lincoln, Nebraska	$5.05M	+$3.48M	4	0.47%	Increased
689	ORI Oak Ridge Investments Chicago, Illinois	$5.05M	-$81.9K	1	0.14%	Reduced
690	IIM Ipswich Investment Management Beverly, Massachusetts	$5.05M	-$6.48K	2	2.27%	Reduced
691	SCM Sterneck Capital Management Kansas City, Missouri	$5.04M	-$1.32M	2	3.19%	Reduced
692	NC Northpointe Capital Bloomfield Hills, Michigan	$5.03M	+$106K	2	0.59%	Increased
693	HC Highmount Capital New York	$5.01M	-$152K	1	1.24%	Reduced
694	CAM Cubic Asset Management Boston, Massachusetts	$5M	+$54.6K	1	1.62%	Increased
695	MCM Monarch Capital Management Fort Wayne, Indiana	$4.99M	-$34.6K	2	2.09%	Reduced
696	AIM Acropolis Investment Management St. Louis, Missouri	$4.98M	-$560K	2	1.04%	Reduced
697	Bragg Financial Advisors Charlotte, North Carolina	$4.97M	+$63.9K	1	1.29%	Increased
698	Fidelity International Hamilton, Bermuda	$4.94M	-$5.02M	1	0.02%	Reduced
699	MRM Michael R. Murphy	$4.91M	+$4.48M	1	2.03%	New
700	PCM Parsons Capital Management Providence, Rhode Island	$4.9M	-$40.1K	1	0.8%	Reduced