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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	EP Wealth Advisors Torrance, California	$51.8M	+$1.64M	3	0.66%	Increased
227	Meag Munich Ergo Munich, Germany	$51.6M	+$19.5M	1	1.96%	Increased
228	ELI Empire Life Investments Toronto, Ontario, Canada	$51.4M	-$19.4M	2	3.32%	Reduced
229	Rafferty Asset Management New York	$50.8M	+$2.61M	4	0.21%	Increased
230	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$50.6M	-$7.21K	2	4.75%	Reduced
231	NIG NFJ Investment Group Dallas, Texas	$50M	+$10M	1	1.38%	Increased
232	Huntington National Bank Columbus, Ohio	$49M	-$3.42M	9	0.45%	Reduced
233	Meitav Investment House Bene-Beraq, Israel	$48.5M	+$2.05M	2	0.71%	Increased
234	CAPTRUST Financial Advisors Raleigh, North Carolina	$48.1M	-$2.29M	6	0.17%	Reduced
235	MML Investors Services Springfield, Massachusetts	$47.3M	-$4.41M	4	0.22%	Reduced
236	Cambridge Investment Research Advisors Fairfield, Iowa	$46.9M	+$1.92M	5	0.2%	Increased
237	Mirae Asset Global Investments Seoul, South Korea	$46.9M	-$1.48M	5	0.1%	Reduced
238	Two Sigma Advisers New York	$46.5M	-$119M	3	0.11%	Reduced
239	ZWJ Investment Counsel Atlanta, Georgia	$46M	+$85.7K	3	2.37%	Increased
240	Teacher Retirement System of Texas Austin, Texas	$46M	-$17.3M	6	0.31%	Reduced
241	Welch Group Birmingham, Alabama	$45.8M	+$1.11M	2	2.47%	Increased
242	Tudor Investment Corp Stamford, Connecticut	$45.6M	-$15.5M	3	0.37%	Reduced
243	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$44.1M	-$959K	2	3.81%	Reduced
244	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$43.7M	-$440K	3	3.16%	Reduced
245	Gabelli Funds Rye, New York	$43.5M	+$195K	7	0.34%	Increased
246	Rathbones Group Liverpool, United Kingdom	$43.2M	+$5.2M	2	0.28%	Increased
247	Groupama Asset Management Paris, France	$42.5M	+$40M	1	1.11%	New
248	United Capital Financial Advisors Irving, Texas	$41.6M	-$33.1M	3	0.35%	Reduced
249	Lazard Asset Management New York	$41.3M	+$2.53M	7	0.05%	Increased
250	MAI Capital Management Independence, Ohio	$41.2M	+$2.47M	4	0.54%	Increased