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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
1276	SAS Spectrum Advisory Services Atlanta, Georgia	$744K	-$278K	1	0.27%	Reduced
1277	UBWV United Bank (West Virginia) Parkersburg, West Virginia	$738K	+$170K	2	0.29%	Increased
1278	Verition Fund Management Greenwich, Connecticut	$733K	+$289K	1	0.11%	Increased
1279	BOC Barbara Oil Co Chicago, Illinois	$732K	-$683K	1	0.65%	Reduced
1280	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$732K	-$1.97K	5	0.45%	Reduced
1281	1GA 1st Global Advisors Dallas, Texas	$729K	-$53.1K	2	0.14%	Reduced
1282	STI Susquehanna Trust & Investment Lititz, Pennsylvania	$729K	-$37.1K	1	0.16%	Reduced
1283	DIA Denver Investment Advisors Denver, Colorado	$720K	-$1.36M	2	0.02%	Reduced
1284	BCM Buckhead Capital Management Atlanta, Georgia	$718K	$0	1	0.09%	Maintained
1285	CC Capital Counsel New York	$709K	+$8.76K	1	0.04%	Increased
1286	PMG ProVise Management Group Clearwater, Florida	$709K	+$198K	1	0.17%	Increased
1287	G Glenrock New York	$707K	-$247K	1	11.83%	Reduced
1288	NPF Norris Perne & French Grand Rapids, Michigan	$704K	-$57.1K	2	0.14%	Reduced
1289	CBN Cadence Bank NA Houston, Texas	$689K	-$221K	1	0.41%	Reduced
1290	ZCM Zebra Capital Management Stamford, Connecticut	$687K	-$225K	1	0.29%	Reduced
1291	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$682K	+$569K	3	0.38%	New
1292	BTNA Bremer Trust National Association St. Cloud, Minnesota	$682K	-$7.62K	1	0.25%	Reduced
1293	PVH Psagot Value Holdings Tel Aviv, Israel	$666K	$0	1	0.02%	Maintained
1294	RHBC R.H. Bluestein & Co Birmingham, Michigan	$666K	+$59.2K	2	0.04%	Increased
1295	PAA Peregrine Asset Advisers Portland, Oregon	$663K	$0	2	0.51%	Maintained
1296	AB AT Bancorp Dubuque, Iowa	$662K	+$9.55K	1	0.2%	Increased
1297	ARMC American Research & Management Company Marion, Massachusetts	$656K	$0	2	0.23%	Maintained
1298	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$636K	-$119K	1	0.15%	Reduced
1299	HRIA Haberer Registered Investment Advisor Cincinnati, Ohio	$636K	+$101K	1	0.31%	Increased
1300	BAM Brave Asset Management Summit, New Jersey	$631K	-$8K	2	0.5%	Reduced