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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	Sarasin & Partners London, United Kingdom	$38.7M	+$10.1M	1	0.51%	Increased
277	Personal Capital Advisors Redwood City, California	$38.6M	+$2.32M	3	0.25%	Increased
278	Utah Retirement Systems Salt Lake City, Utah	$38.5M	+$1.39M	4	0.55%	Increased
279	ACM American Capital Management New York	$38M	+$544K	1	1.14%	Increased
280	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$37.9M	+$9.38M	4	0.09%	Increased
281	Gofen & Glossberg Chicago, Illinois	$37.6M	-$53K	3	1.03%	Reduced
282	E Ergoteles New York	$37.2M	+$33.1M	4	1.23%	Increased
283	Qube Research & Technologies (QRT) London, United Kingdom	$36.9M	-$8.58M	5	0.52%	Reduced
284	Tocqueville Asset Management New York	$36.9M	+$1.06M	2	0.62%	Increased
285	D.A. Davidson & Co Great Falls, Montana	$36.8M	+$1.48M	3	0.56%	Increased
286	Gulf International Bank (UK) London, United Kingdom	$36.7M	-$3.18M	3	0.48%	Reduced
287	State of Alaska Department of Revenue Juneau, Alaska	$36.4M	-$2.57M	7	0.41%	Reduced
288	Swiss Life Asset Management Zurich,	$35.7M	-$7.67M	2	0.52%	Reduced
289	Associated Banc-Corp Green Bay, Wisconsin	$35.5M	+$1.98M	4	1.39%	Increased
290	Zurich Cantonal Bank Zurich, Switzerland	$35.5M	-$4.01M	6	0.22%	Reduced
291	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$35.3M	-$439K	3	2.95%	Reduced
292	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$35.2M	-$1.74M	5	3.13%	Reduced
293	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$34.2M	+$249K	2	3.88%	Increased
294	Mutual of America Capital Management New York	$33.7M	-$5.53M	7	0.38%	Reduced
295	Man Group London, United Kingdom	$33.3M	-$16.1M	6	0.15%	Reduced
296	Madison Asset Management Madison, Wisconsin	$33.1M	+$69.6K	2	0.49%	Increased
297	Eastern Bank Boston, Massachusetts	$33M	+$818K	2	1.85%	Increased
298	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$32.9M	+$211K	2	1.23%	Increased
299	CC Cannell & Co New York	$32.8M	-$12.5M	2	1.09%	Reduced
300	Ancora Advisors Cleveland, Ohio	$32.6M	+$824K	4	1.05%	Increased