Other industry list-toppers included MiMedx, Cytokinetics, C.R. Bard, and Spectrum.
Just 11 of the 25 names in this portfolio are in positive territory since its Jan. 1 inception, but small-caps value stocks in general haven't done much this year.
The FDIC Quarterly Banking Profile for the fourth quarter of 2016 shows increasing exposures to construction and development loans, which are potential problems for these 14 community banks.
WesBanco and EMC Insurance Group are among the fresh faces that are part of this year's 25 portfolio companies.
The FDIC has released positive data for community banks, but these 14 banks have rallied too far too fast.