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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
226	Davenport & Co Richmond, Virginia	$40.7M	+$41.2M	3	0.9%	New
227	Seizert Capital Partners Birmingham, Michigan	$40.5M	+$38.1M	2	1.1%	New
228	Arizona State Retirement System Phoenix, Arizona	$38.8M	+$38.4M	7	0.53%	New
229	Madison Investment Holdings Madison, Wisconsin	$38.5M	+$39M	1	0.84%	New
230	Bartlett & Co Cincinnati, Ohio	$38.5M	+$38.9M	1	2.12%	New
231	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$38.1M	+$37.7M	5	0.3%	New
232	Klingenstein Fields & Co New York	$38M	+$38.4M	2	1.36%	New
233	Boston Partners Boston, Massachusetts	$37.6M	+$36.4M	3	0.1%	New
234	Nordea Investment Management Stockholm, Sweden	$37.5M	+$37.9M	2	0.23%	New
235	Comerica Bank Dallas, Texas	$37M	+$35.7M	6	0.3%	New
236	Waverton Investment Management London, United Kingdom	$36.9M	+$37.3M	1	3.22%	New
237	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$36.3M	+$36.7M	1	2.18%	New
238	Mawer Investment Management Calgary, Alberta, Canada	$35.5M	+$36M	2	1.32%	New
239	MFP Michael F. Price	$35.4M	+$33.5M	3	4.74%	New
240	TSU TD Securities (USA) New York	$35.3M	+$35.1M	3	0.7%	New
241	City National Bank Beverly Hills, Delaware	$35.1M	+$35.4M	4	0.65%	New
242	KAM Keeley Asset Management Chicago, Illinois	$35M	+$30.2M	2	0.69%	New
243	Wilmington Trust Wilmington, Delaware	$35M	+$35.3M	4	0.7%	New
244	Analytic Investors Los Angeles, California	$34.9M	+$33.5M	3	0.58%	New
245	Burney Company Reston, Virginia	$34.7M	+$35M	6	4.34%	New
246	H Hexavest Montreal, Quebec, Canada	$34.2M	+$32.2M	1	0.58%	New
247	National Rural Electric Cooperative Association Arlington, Virginia	$33.6M	+$34.5M	1	0.81%	New
248	BUB BBVA USA Bancshares Houston, Texas	$33.5M	+$32.9M	2	1.7%	New
249	Fjarde Ap-fonden Stockholm, Sweden	$33.3M	+$33.1M	3	0.69%	New
250	SRIM Saratoga Research & Investment Management Saratoga, California	$33.2M	+$33.6M	1	3.91%	New