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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	BNP Paribas Asset Management Paris, France	$49.4M	-$4.08M	3	0.37%	Reduced
227	GH GAM Holding Zurich, Switzerland	$48.6M	+$244K	4	0.78%	Increased
228	National Rural Electric Cooperative Association Arlington, Virginia	$48.5M	+$674K	1	0.96%	Increased
229	Virginia Retirement Systems Richmond, Virginia	$48.2M	+$7.36M	5	0.91%	Increased
230	ICM Ionic Capital Management New York	$48.1M	+$12.1M	2	1.7%	Increased
231	Public Employees Retirement Association of Colorado Denver, Colorado	$48M	-$694K	7	0.41%	Reduced
232	Arizona State Retirement System Phoenix, Arizona	$47.1M	-$2.04M	7	0.6%	Reduced
233	JIR James Investment Research Alpha, Ohio	$46.9M	+$972K	3	1.5%	Increased
234	Bartlett & Co Cincinnati, Ohio	$46.9M	-$393K	1	2.33%	Reduced
235	KCM Kingstown Capital Management New York	$45.7M	$0	1	5.71%	Maintained
236	SRIM Saratoga Research & Investment Management Saratoga, California	$45.5M	+$677K	1	4.64%	Increased
237	SEI Trust Company Oaks, Pennsylvania	$45.3M	-$5.11M	3	0.45%	Reduced
238	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$44.7M	-$1.01M	1	2.27%	Reduced
239	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$44.2M	-$1.9M	2	1.83%	Reduced
240	ProShare Advisors Bethesda, Maryland	$44.1M	+$1.3M	8	0.55%	Increased
241	Andra AP-fonden Goteborg, Sweden	$43.8M	+$3.49M	3	1.01%	Increased
242	Wilmington Trust Wilmington, Delaware	$43.7M	-$98.7K	5	0.75%	Reduced
243	TSU TD Securities (USA) New York	$43.6M	-$3.5M	3	0.78%	Reduced
244	Axiom Investors Greenwich, Connecticut	$43.4M	+$1.8M	1	1.03%	Increased
245	Allstate Corporation Northbrook, Illinois	$42.7M	+$4.39M	3	1.38%	Increased
246	Asset Management One Tokyo, Japan	$42.7M	+$2.67M	5	0.67%	Increased
247	Aperio Group Sausalito, California	$42.4M	+$41.3M	5	0.6%	New
248	BA Boston Advisors Boston, Massachusetts	$42.4M	-$5.31M	4	1.89%	Reduced
249	Gofen & Glossberg Chicago, Illinois	$41.7M	+$181K	2	1.94%	Increased
250	1832 Asset Management Toronto, Ontario, Canada	$41.4M	-$35.8M	1	0.14%	Reduced