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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	Comerica Bank Dallas, Texas	$45.5M	-$55M	7	0.43%	Reduced
227	Nisa Investment Advisors St. Louis, Missouri	$45.5M	-$371K	5	0.7%	Reduced
228	Zurich Cantonal Bank Zurich, Switzerland	$45.3M	+$2.09M	7	0.64%	Increased
229	H Hexavest Montreal, Quebec, Canada	$43.7M	+$3.14M	2	0.76%	Increased
230	Todd Asset Management Louisville, Kentucky	$43.3M	-$1.15M	2	1.36%	Reduced
231	Edmond de Rothschild Holding Chambesy, Switzerland	$43.2M	+$2.05M	3	1.07%	Increased
232	BNP Paribas Asset Management Paris, France	$42.6M	-$5.41M	4	0.37%	Reduced
233	Natixis Paris, France	$42.1M	+$45.6M	2	0.88%	Increased
234	Seizert Capital Partners Birmingham, Michigan	$41.9M	-$13.8M	1	1.27%	Reduced
235	PP PDT Partners New York	$41.9M	+$37.3M	6	0.94%	Increased
236	Jupiter Investment Management London, United Kingdom	$41.2M	-$50M	2	1.16%	Reduced
237	Royal London Asset Management United Kingdom	$41.1M	+$44.1M	3	0.66%	New
238	Federated Hermes Pittsburgh, Pennsylvania	$41M	+$7.84M	5	0.13%	Increased
239	Edmond de Rothschild Asset Management (France) Paris, France	$40.9M	+$3.23M	1	1.35%	Increased
240	Suntrust Banks Atlanta, Georgia	$40.5M	-$302K	4	0.27%	Reduced
241	Balyasny Asset Management Chicago, Illinois	$40.3M	+$40.8M	2	0.3%	New
242	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$40.3M	+$82.9K	5	0.17%	Increased
243	SW SVB Wealth Boston, Massachusetts	$40.2M	-$4.47M	3	1.56%	Reduced
244	Wedge Capital Management Charlotte, North Carolina	$40.2M	-$16.8M	1	0.43%	Reduced
245	SRIM Saratoga Research & Investment Management Saratoga, California	$39.6M	+$3.92M	1	3.97%	Increased
246	Acadian Asset Management Boston, Massachusetts	$38.7M	-$172M	6	0.21%	Reduced
247	MAM Marketfield Asset Management New York	$37.7M	-$42.3M	1	1.51%	Reduced
248	VanEck Associates New York	$37.1M	+$40.3M	3	0.29%	Increased
249	Banque Pictet & Cie Geneva 73, Switzerland	$36.9M	+$4.11M	1	1.1%	Increased
250	Menora Mivtachim Holdings Ramat Gan, Israel	$36.8M	+$15.3M	1	2.74%	Increased