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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	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$40.1M	-$1.67M	1	2%	Reduced
277	MC Maplelane Capital New York	$40.1M	+$40.1M	1	1.03%	Increased
278	LCS Levin Capital Strategies New York	$39.7M	-$35.3M	1	0.72%	Reduced
279	Zurich Insurance Group Zurich, Switzerland	$38.8M	+$4.77M	3	0.89%	Increased
280	Zurich Cantonal Bank Zurich, Switzerland	$37.8M	+$3.44M	9	0.34%	Increased
281	Copeland Capital Management Conshohocken, Pennsylvania	$37.7M	-$388K	2	2.42%	Reduced
282	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$37M	+$1.27M	6	0.88%	Increased
283	Scotia Capital Toronto, Ontario, Canada	$36.9M	-$538K	3	0.51%	Reduced
284	DCM Daruma Capital Management New York	$36.6M	+$39.6M	1	2.28%	New
285	Foresters Investment Management New York	$36.3M	-$315K	1	0.61%	Reduced
286	Conning Inc Hartford, Connecticut	$36.1M	+$2.45M	3	1.16%	Increased
287	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$36.1M	-$748K	3	0.72%	Reduced
288	Element Capital Management New York	$36M	+$36M	4	0.84%	New
289	SW SVB Wealth Boston, Massachusetts	$35.6M	-$602K	3	1.37%	Reduced
290	RHBC R.H. Bluestein & Co Birmingham, Michigan	$35.5M	+$32.9M	2	1.95%	Increased
291	Edmond de Rothschild Holding Chambesy, Switzerland	$35.5M	-$195K	4	1.03%	Reduced
292	OC Oakmont Corp Los Angeles, California	$35.4M	$0	2	4.6%	Maintained
293	Hancock Whitney Gulfport, Mississippi	$35.2M	-$2.66M	2	1.58%	Reduced
294	SAM Shell Asset Management The Hague, Netherlands	$35M	+$708K	3	0.7%	Increased
295	CIBC World Market Toronto, Ontario, Canada	$34.7M	+$29.9M	3	0.14%	Increased
296	State of Alaska Department of Revenue Juneau, Alaska	$34.5M	+$6.24M	7	0.72%	Increased
297	NA Neuburgh Advisers Los Angeles, California	$34.3M	-$196K	4	1.2%	Reduced
298	Fiduciary Trust Boston, Massachusetts	$34.2M	-$320K	3	1.06%	Reduced
299	Bank of Nova Scotia Toronto, Ontario, Canada	$33.9M	-$40.1M	3	0.18%	Reduced
300	DK Darrell & King Charlottesville, Virginia	$33.7M	+$35.2M	1	4.79%	New