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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	CIBC World Markets New York	$50.7M	-$7.93M	3	0.47%	Reduced
277	SG Americas Securities New York	$50.6M	-$40.9M	9	0.42%	Reduced
278	KBC Group Brussels, Belgium	$50.3M	+$15.5M	3	0.37%	Increased
279	Gofen & Glossberg Chicago, Illinois	$50.2M	-$255K	2	1.69%	Reduced
280	Luther King Capital Management (LKCM) Fort Worth, Texas	$50.2M	+$20.5M	3	0.37%	Increased
281	Zurich Insurance Group Zurich, Switzerland	$49.9M	+$20.8M	3	0.95%	Increased
282	Employees Retirement System of Texas Austin, Texas	$49.4M	-$8.68M	3	0.77%	Reduced
283	Hancock Whitney Gulfport, Mississippi	$48.9M	-$2M	4	1.6%	Reduced
284	D.A. Davidson & Co Great Falls, Montana	$47.8M	+$1.98M	4	0.86%	Increased
285	TPSF Texas Permanent School Fund Austin, Texas	$47.5M	+$3.09M	7	0.75%	Increased
286	Mitsubishi UFJ Asset Management Tokyo, Japan	$47.5M	+$5.98M	6	0.77%	Increased
287	Nomura Asset Management Tokyo, Japan	$47.3M	+$10.4M	3	0.45%	Increased
288	ELC Edgar Lomax Company Kingstowne, Virginia	$47.1M	-$462K	1	3.15%	Reduced
289	Crawford Investment Counsel Atlanta, Georgia	$47.1M	+$1.49M	3	1.31%	Increased
290	Commerce Bank Kansas City, Missouri	$47.1M	+$1.49M	4	0.48%	Increased
291	BCPEMI Bain Capital Public Equity Management II Boston, Massachusetts	$46.8M	-$14.8M	2	4.45%	Reduced
292	Wedge Capital Management Charlotte, North Carolina	$46.8M	+$44M	2	0.54%	Increased
293	Gotham Asset Management New York	$46.7M	+$16.1M	6	0.82%	Increased
294	Ladenburg Thalmann Financial Services Miami, Florida	$46.4M	+$7.41M	9	0.32%	Increased
295	AIM Allen Investment Management New York	$45.5M	+$22.5M	1	1.2%	Increased
296	Oregon Public Employees Retirement Fund Tigard, Oregon	$44.3M	+$20.9M	8	0.58%	Increased
297	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$44.1M	+$686K	2	2.02%	Increased
298	CAM ClariVest Asset Management San Diego, California	$43.6M	+$41.7M	2	0.98%	New
299	Gulf International Bank (UK) London, United Kingdom	$42.6M	+$5.46M	3	0.71%	Increased
300	SFM Stack Financial Management Whitefish, Montana	$42.3M	+$98.5K	1	5.04%	Increased