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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	MassMutual Private Wealth & Trust Windsor, Connecticut	$46.8M	+$6.16M	8	1.46%	Increased
252	Groupama Asset Management Paris, France	$46.7M	-$7.36M	1	0.85%	Reduced
253	NIG NFJ Investment Group Dallas, Texas	$45.3M	-$5.2M	1	1.24%	Reduced
254	CIBC World Market Toronto, Ontario, Canada	$44.8M	+$1.07M	3	0.11%	Increased
255	Jennison Associates New York	$44.5M	+$1.21M	2	0.03%	Increased
256	Meitav Investment House Bene-Beraq, Israel	$44.3M	-$3.28M	1	0.87%	Reduced
257	Brown Advisory Baltimore, Maryland	$44.3M	+$1.44M	3	0.06%	Increased
258	Utah Retirement Systems Salt Lake City, Utah	$43.6M	+$39.3K	5	0.51%	Increased
259	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$43.5M	-$184K	3	3.15%	Reduced
260	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$43.4M	+$504K	3	0.68%	Increased
261	Squarepoint New York	$43.4M	+$4.41M	6	0.07%	Increased
262	Tocqueville Asset Management New York	$43.3M	+$1.66M	2	0.71%	Increased
263	Huntington National Bank Columbus, Ohio	$43M	-$9.05M	9	0.35%	Reduced
264	Country Trust Bank Bloomington, Illinois	$42.9M	+$5.7M	3	1.11%	Increased
265	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$42.5M	-$678K	3	2.59%	Reduced
266	NI Nuance Investments Kansas City, Missouri	$42.3M	+$40.7M	1	1.11%	New
267	Kestra Advisory Services Austin, Texas	$42.2M	+$3M	6	0.28%	Increased
268	CIC Canal Insurance Company Greenville, South Carolina	$42.2M	$0	4	10.81%	Maintained
269	Conning Inc Hartford, Connecticut	$42.2M	+$1.38M	3	1.38%	Increased
270	ACM American Capital Management New York	$41.9M	+$19.8M	1	1.34%	Increased
271	Man Group London, United Kingdom	$41.8M	-$105M	4	0.11%	Reduced
272	Czech National Bank Prague, Czech Republic	$41.8M	-$1.64M	3	0.54%	Reduced
273	CAPTRUST Financial Advisors Raleigh, North Carolina	$41.7M	-$10M	4	0.15%	Reduced
274	Zurich Cantonal Bank Zurich, Switzerland	$41.4M	-$1.67M	6	0.15%	Reduced
275	Cannell & Spears New York	$41.1M	+$38.5M	4	0.85%	Increased