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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
1376	CIA Capital Impact Advisors Boston, Massachusetts	$625K	+$591K	1	0.29%	New
1377	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$619K	+$143K	1	0.15%	Increased
1378	WOC West Oak Capital Westlake Village, California	$619K	-$20.2K	2	0.45%	Reduced
1379	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$618K	-$406K	1	0.39%	Reduced
1380	SGA Strategic Global Advisors Newport Beach, California	$617K	$0	1	0.46%	Maintained
1381	Westfield Capital Management Boston, Massachusetts	$616K	$0	1	0%	Maintained
1382	CHAM Clear Harbor Asset Management Stamford, Connecticut	$614K	+$125K	1	0.12%	Increased
1383	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$610K	+$2.39K	1	0.09%	Increased
1384	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$607K	-$164K	1	0.47%	Reduced
1385	PHS Pekin Hardy Strauss Chicago, Illinois	$607K	-$4.18M	1	0.11%	Reduced
1386	PCM Piermont Capital Management St. Louis, Missouri	$602K	+$501K	1	0.18%	New
1387	GLI Guardian Life Insurance New York	$600K	-$201K	3	0.06%	Reduced
1388	ICOA Investment Centers of America Bismarck, North Dakota	$597K	+$141K	1	0.09%	Increased
1389	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$595K	-$5.6K	1	0.02%	Reduced
1390	PRCM Pine River Capital Management Minnetonka, Minnesota	$591K	+$282K	1	0.01%	Increased
1391	WTB Washington Trust Bank Spokane, Washington	$591K	+$17.7K	4	0.14%	Increased
1392	BB Bell Bank Fargo, North Dakota	$589K	-$22.9K	1	0.41%	Reduced
1393	Moneta Group Investment Advisors St Louis, Missouri	$586K	+$237K	1	0.25%	Increased
1394	GD Grandfield & Dodd New York	$581K	$0	1	0.09%	Maintained
1395	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$580K	+$74.1K	3	0.22%	Increased
1396	CL CPWM LLC Seattle, Washington	$579K	-$50K	1	0.16%	Reduced
1397	VC Vicus Capital State College, Pennsylvania	$579K	$0	1	0.11%	Maintained
1398	MLL Moody Lynn & Lieberson Boston, Massachusetts	$575K	+$247K	2	0.09%	Increased
1399	WCP Welch Capital Partners Harrison, New York	$575K	$0	1	0.19%	Maintained
1400	PNAA Pictet North America Advisors Geneva 73, Switzerland	$571K	-$20.2K	1	0.11%	Reduced