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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	Axa Paris, France	$50.6M	-$4.42M	3	0.21%	Reduced
277	ELC Edgar Lomax Company Kingstowne, Virginia	$50.5M	-$1.16M	1	3.25%	Reduced
278	WorldQuant Millennium Advisors New York	$50.4M	+$21.1M	2	0.96%	Increased
279	Polar Capital London, United Kingdom	$50.2M	-$18.1M	1	0.44%	Reduced
280	TA Teton Advisors Rye, New York	$50.1M	-$498K	1	5.08%	Reduced
281	Bowen Hanes & Co Ponte Vedra Beach, Florida	$50M	+$1.71M	3	2.06%	Increased
282	Ladenburg Thalmann Financial Services Miami, Florida	$49.7M	+$8.3M	9	0.31%	Increased
283	Commerce Bank Kansas City, Missouri	$49.7M	-$433K	3	0.47%	Reduced
284	AIM Allen Investment Management New York	$49M	-$836K	1	1.17%	Reduced
285	Guggenheim Capital Chicago, Illinois	$48.8M	+$10.2M	6	0.37%	Increased
286	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$48.1M	-$192K	2	2.04%	Reduced
287	Nomura Asset Management Tokyo, Japan	$47.9M	-$360K	3	0.43%	Reduced
288	SAM Sandbar Asset Management London, United Kingdom	$47.7M	+$32.9M	2	10.84%	Increased
289	Swiss Life Asset Management Zurich,	$47.5M	-$35.8M	2	0.9%	Reduced
290	RHBC R.H. Bluestein & Co Birmingham, Michigan	$47.4M	+$25.8M	3	2.37%	Increased
291	Confluence Investment Management St. Louis, Missouri	$47.2M	-$1.63M	2	0.76%	Reduced
292	GGHC Gilder Gagnon Howe & Co New York	$47.1M	-$1.69M	2	0.49%	Reduced
293	Burney Company Reston, Virginia	$47M	-$5.4M	5	2.59%	Reduced
294	Voloridge Investment Management Jupiter, Florida	$46.3M	-$9.03M	5	0.9%	Reduced
295	Wedge Capital Management Charlotte, North Carolina	$46.2M	+$3.31M	1	0.52%	Increased
296	Nomura Holdings Tokyo, Japan	$46.1M	+$19.7M	4	0.17%	Increased
297	SFM Stack Financial Management Whitefish, Montana	$46M	-$418K	1	4.95%	Reduced
298	TPSF Texas Permanent School Fund Austin, Texas	$45.7M	-$2.16M	7	0.7%	Reduced
299	Quadrature Capital London, United Kingdom	$44.8M	+$34M	5	1.7%	Increased
300	Capital Wealth Planning Naples, Florida	$44.6M	+$42.5M	2	2.63%	Increased