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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
701	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$6.09M	+$2.27M	1	0.96%	Increased
702	SWK Stephen W. Kidder	$6.08M	+$302K	1	2.24%	Increased
703	Nippon Life Insurance Tokyo, Japan	$6.06M	+$1M	3	0.11%	Increased
704	RCM Radnor Capital Management Wayne, Pennsylvania	$6.05M	$0	2	2.05%	Maintained
705	AT Arden Trust Wilmington, Delaware	$6.04M	-$63.2K	3	0.92%	Reduced
706	VIA Virtus Investment Advisers Hartford, Connecticut	$6.04M	-$849K	3	0.63%	Reduced
707	CI Cigna Investments Bloomfield, Connecticut	$6.02M	-$125K	4	0.4%	Reduced
708	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$6M	+$43.6K	1	0.99%	Increased
709	CC Cipher Capital New York	$6M	-$1.18M	2	0.45%	Reduced
710	BA Broadview Advisors Milwaukee, Wisconsin	$5.99M	+$5.45M	1	0.87%	New
711	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$5.98M	+$28.9K	2	0.54%	Increased
712	RBA Richard Bernstein Advisors New York	$5.96M	$0	1	0.41%	Maintained
713	First National Trust Hermitage, Pennsylvania	$5.94M	-$95.4K	2	0.69%	Reduced
714	MHS M Holdings Securities Portland, Oregon	$5.91M	-$12.6K	3	1.87%	Reduced
715	JCM Jag Capital Management St Louis, Missouri	$5.9M	+$5.06M	2	1.11%	Increased
716	Clearstead Advisors Cleveland, Ohio	$5.86M	-$70.5K	2	0.76%	Reduced
717	GLRA Gerald L. Ray & Associates Dallas, Texas	$5.85M	+$96.8K	2	0.73%	Increased
718	OPCM Osborne Partners Capital Management San Francisco, California	$5.85M	-$40.4K	1	0.8%	Reduced
719	PCM Proxima Capital Management New York	$5.82M	-$156K	1	3.25%	Reduced
720	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$5.78M	$0	2	1.05%	Maintained
721	MCM Matarin Capital Management New York	$5.76M	-$880K	1	0.49%	Reduced
722	DA Dillon & Associates Jackson, Michigan	$5.76M	-$33.2K	1	2.27%	Reduced
723	PWW Pettyjohn Wood & White Lynchburg, Virginia	$5.73M	+$301K	1	2.12%	Increased
724	HVIA Hudson Valley Investment Advisors Goshen, New York	$5.69M	+$70.6K	3	1.47%	Increased
725	MCM Maple Capital Management Montpelier, Vermont	$5.67M	-$39.2K	1	1.53%	Reduced