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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
251	Gofen & Glossberg Chicago, Illinois	$32.7M	+$33M	2	1.77%	New
252	HCM Hirzel Capital Management Dallas, Texas	$32.6M	+$28M	1	7.95%	New
253	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$32.3M	+$32.7M	1	2.42%	New
254	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$32.2M	+$32.5M	1	2.3%	New
255	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$32.2M	+$32M	3	0.71%	New
256	ACP Ashfield Capital Partners San Francisco, California	$32.1M	+$32.4M	1	1.73%	New
257	Fiduciary Trust Boston, Massachusetts	$32.1M	+$32.4M	3	1.48%	New
258	QS Batterymarch Financial Management New York	$31.5M	+$30.3M	3	0.6%	New
259	Asset Management One Tokyo, Japan	$31.5M	+$30.4M	4	0.51%	New
260	SAM Shell Asset Management The Hague, Netherlands	$30.7M	+$30.7M	5	0.58%	New
261	Federated Hermes Pittsburgh, Pennsylvania	$30.6M	+$29.7M	5	0.12%	New
262	Canada Life Winnipeg, Manitoba, Canada	$30.4M	+$30.3M	4	0.2%	New
263	BA Boston Advisors Boston, Massachusetts	$30.1M	+$28.4M	2	1.45%	New
264	Todd Asset Management Louisville, Kentucky	$29.9M	+$30.2M	1	0.97%	New
265	Gotham Asset Management New York	$29.8M	+$28.7M	5	1.28%	New
266	SCM Stevens Capital Management Radnor, Pennsylvania	$29.6M	+$29.9M	2	0.99%	New
267	ProShare Advisors Bethesda, Maryland	$29.5M	+$29.5M	8	0.58%	New
268	Nomura Asset Management Tokyo, Japan	$29.5M	+$29.4M	4	0.58%	New
269	Becker Capital Management Portland, Oregon	$29.5M	+$28.4M	2	1.49%	New
270	MUFG Americas New York	$29.3M	+$28.8M	3	0.58%	New
271	Susquehanna International Group Bala Cynwyd, Pennsylvania	$29M	+$28.3M	6	0.02%	New
272	ExxonMobil Investment Management Irving, Texas	$28.8M	+$28.6M	3	0.72%	New
273	BII Baring International Investment London, United Kingdom	$28.7M	+$29M	1	1.24%	New
274	HI Honeywell International Charlotte, North Carolina	$28.7M	+$29M	1	0.78%	New
275	KCM Kingstown Capital Management New York	$28.5M	+$24.5M	1	4.72%	New