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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	SAM Scopus Asset Management New York	$42.4M	-$64.8M	3	0.39%	Reduced
252	Zurich Cantonal Bank Zurich, Switzerland	$42.3M	+$6.54M	9	0.38%	Increased
253	Bowen Hanes & Co Ponte Vedra Beach, Florida	$42.2M	-$828K	3	1.97%	Reduced
254	DCM Daruma Capital Management New York	$42M	+$1.02M	1	2.73%	Increased
255	Commerce Bank Kansas City, Missouri	$41.8M	-$73.9K	3	0.53%	Reduced
256	Menora Mivtachim Holdings Ramat Gan, Israel	$41.6M	+$15.4M	1	1.18%	Increased
257	BNP Paribas Asset Management Paris, France	$41.5M	-$13M	3	0.35%	Reduced
258	Klingenstein Fields & Co New York	$41.4M	+$1.28M	1	1.58%	Increased
259	Swiss Life Asset Management Zurich,	$41.1M	+$813K	3	0.62%	Increased
260	SFM Stack Financial Management Whitefish, Montana	$41M	-$1.33K	1	4.75%	Reduced
261	Douglass Winthrop Advisors New York	$40.9M	+$32.4M	2	1.84%	Increased
262	Manning & Napier Group Fairport, New York	$40.7M	-$2.51M	2	0.4%	Reduced
263	Meitav Investment House Bene-Beraq, Israel	$40.2M	+$2.21M	7	1.8%	Increased
264	Crawford Investment Counsel Atlanta, Georgia	$40.1M	-$2.85M	2	1.27%	Reduced
265	Martingale Asset Management Boston, Massachusetts	$39.7M	-$7.08M	3	0.49%	Reduced
266	Capital Guardian Trust Los Angeles, California	$39.6M	+$27.3M	2	0.56%	Increased
267	Squarepoint New York	$39.5M	+$30.3M	3	0.52%	Increased
268	RHBC R.H. Bluestein & Co Birmingham, Michigan	$39.3M	+$8.63M	2	2.02%	Increased
269	Conning Inc Hartford, Connecticut	$39.3M	+$3.67M	3	1.2%	Increased
270	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$39.1M	-$13.1M	7	0.46%	Reduced
271	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$39M	-$830K	1	1.93%	Reduced
272	Silvercrest Asset Management New York	$39M	-$504K	4	0.37%	Reduced
273	Nomura Asset Management Tokyo, Japan	$38.8M	+$10.8M	3	0.4%	Increased
274	Element Capital Management New York	$38.6M	+$4.62M	4	1.03%	Increased
275	LHC Lodge Hill Capital New York	$38.5M	+$41.3M	1	2.96%	New