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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
276	Edge Asset Management Seattle, Washington	$32.8M	+$2.67M	2	0.32%	Increased
277	Foresters Investment Management New York	$32.7M	+$163K	1	0.65%	Increased
278	Fjarde Ap-fonden Stockholm, Sweden	$32.7M	-$1.78M	3	0.71%	Reduced
279	ACP Ashfield Capital Partners San Francisco, California	$32.5M	-$1.17M	2	1.57%	Reduced
280	CC Curian Capital Denver, Colorado	$32.2M	-$739K	4	0.55%	Reduced
281	TIAA CREF Trust St Louis, Missouri	$32.2M	+$114K	2	0.4%	Increased
282	Madison Investment Holdings Madison, Wisconsin	$32M	+$6.31M	1	0.69%	Increased
283	D.A. Davidson & Co Great Falls, Montana	$32M	+$1.5M	5	1.05%	Increased
284	Samlyn Capital New York	$31.9M	+$30M	1	0.55%	New
285	Commonwealth Equity Services Waltham, Massachusetts	$31.8M	+$2.56M	6	0.36%	Increased
286	ExxonMobil Investment Management Irving, Texas	$31.8M	-$1.46M	3	0.73%	Reduced
287	PineBridge Investments New York	$31.7M	+$985K	5	1.2%	Increased
288	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$31.6M	+$4.24M	3	0.82%	Increased
289	HI Honeywell International Charlotte, North Carolina	$31.5M	+$3.17M	1	0.72%	Increased
290	CPM Chesapeake Partners Management Baltimore, Maryland	$31.4M	+$122K	1	1.2%	Increased
291	Evercore Wealth Management New York	$31.4M	+$733K	4	1.57%	Increased
292	SEI Investments Oaks, Pennsylvania	$31.4M	+$29.5M	5	0.28%	New
293	Two Sigma Investments New York	$30.9M	-$112M	3	0.17%	Reduced
294	HighTower Advisors Chicago, Illinois	$30.8M	+$659K	3	0.47%	Increased
295	Oregon Public Employees Retirement Fund Tigard, Oregon	$30.5M	-$1.44M	5	0.72%	Reduced
296	BUB BBVA USA Bancshares Houston, Texas	$30.3M	-$1.92M	2	1.37%	Reduced
297	Nomura Asset Management Tokyo, Japan	$29.6M	-$2.41M	3	0.52%	Reduced
298	MUFG Americas New York	$29.6M	-$231K	2	0.99%	Reduced
299	SIC Schwartz Investment Counsel Plymouth, Michigan	$29.1M	+$4.5M	1	1.93%	Increased
300	Menora Mivtachim Holdings Ramat Gan, Israel	$28.5M	$0	1	2.5%	Maintained