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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	Oregon Public Employees Retirement Fund Tigard, Oregon	$36M	+$2.53M	5	0.61%	Increased
277	SW SVB Wealth Boston, Massachusetts	$36M	-$464K	3	1.41%	Reduced
278	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$35.8M	+$3.82M	5	0.6%	Increased
279	Fiduciary Trust Boston, Massachusetts	$35.8M	-$1.18M	3	1.1%	Reduced
280	Fjarde Ap-fonden Stockholm, Sweden	$35.7M	+$4.67M	3	0.72%	Increased
281	FCM Flinton Capital Management Philadelphia, Pennsylvania	$34.8M	-$3.84M	4	1.27%	Reduced
282	GGHC Gilder Gagnon Howe & Co New York	$34.1M	-$147K	1	0.5%	Reduced
283	QS Investors New York	$34.1M	-$653K	5	0.29%	Reduced
284	Silvercrest Asset Management New York	$34M	-$634K	3	0.36%	Reduced
285	Confluence Investment Management St. Louis, Missouri	$33.9M	+$1.16M	1	0.69%	Increased
286	QIM Quantitative Investment Management Charlottesville, Virginia	$33.9M	+$18.1M	4	0.51%	Increased
287	Mitsubishi UFJ Asset Management Tokyo, Japan	$33.8M	-$12.3M	3	0.83%	Reduced
288	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$33.6M	-$1.53M	3	0.65%	Reduced
289	Cerity Partners New York	$33.4M	+$74.8M	2	2.8%	Increased
290	ING Group Amsterdam, Netherlands	$32.9M	+$1.58M	4	0.63%	Increased
291	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$32.3M	-$8.69M	1	1.94%	Reduced
292	Nomura Holdings Tokyo, Japan	$32M	+$25.7M	6	0.08%	Increased
293	Conning Inc Hartford, Connecticut	$31.8M	+$286K	3	1.16%	Increased
294	VanEck Associates New York	$31.7M	+$2.41M	1	0.17%	Increased
295	Scotia Capital Toronto, Ontario, Canada	$31.7M	+$260K	3	0.54%	Increased
296	Hancock Whitney Gulfport, Mississippi	$31.7M	+$467K	3	1.34%	Increased
297	PIA Piedmont Investment Advisors Durham, North Carolina	$31.5M	-$19M	3	0.7%	Reduced
298	PP Paloma Partners Greenwich, Connecticut	$30.6M	+$14.9M	6	0.36%	Increased
299	Seizert Capital Partners Birmingham, Michigan	$30.6M	-$614K	2	1.11%	Reduced
300	IAM Impala Asset Management Palm Beach, Florida	$30.3M	+$10.9M	1	1.54%	Increased