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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	Eastern Bank Boston, Massachusetts	$44.6M	+$494K	2	2.19%	Increased
277	MAM Melqart Asset Management London, United Kingdom	$44.5M	+$44.2M	1	2%	New
278	Utah Retirement Systems Salt Lake City, Utah	$44.3M	+$507K	5	0.57%	Increased
279	SCP Sandhill Capital Partners Buffalo, New York	$43.9M	-$86.4K	1	3.42%	Reduced
280	Donaldson Capital Management Evansville, Indiana	$43.8M	+$2.53M	2	2.24%	Increased
281	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$43.5M	+$5.99M	1	4.63%	Increased
282	State of Alaska Department of Revenue Juneau, Alaska	$42.9M	+$257K	7	0.43%	Increased
283	ACM Alta Capital Management Salt Lake City, Utah	$42.8M	-$300K	1	1.23%	Reduced
284	South Dakota Investment Council Sioux Falls, South Dakota	$42.3M	-$1.98M	4	0.75%	Reduced
285	Associated Banc-Corp Green Bay, Wisconsin	$41.9M	+$41.1M	3	1.66%	Increased
286	Alpha Wave Global New York	$41.4M	+$14.5M	1	2.64%	Increased
287	Mutual of America Capital Management New York	$41.3M	-$213K	7	0.41%	Reduced
288	Swiss Life Asset Management Zurich,	$41.2M	+$1.42M	2	0.42%	Increased
289	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$41.2M	+$39.5M	3	0.43%	Increased
290	Tocqueville Asset Management New York	$41.2M	-$545K	2	0.59%	Reduced
291	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$41.2M	-$1.13M	1	1.35%	Reduced
292	MDSL M.D. Sass LLC New York	$40.9M	+$14M	1	6.76%	Increased
293	Employees Retirement System of Texas Austin, Texas	$40.7M	-$5.25M	4	0.5%	Reduced
294	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$40.7M	+$482K	3	2.93%	Increased
295	Qube Research & Technologies (QRT) London, United Kingdom	$40.4M	+$20.5M	4	0.46%	Increased
296	Country Trust Bank Bloomington, Illinois	$40.3M	-$268K	3	1.2%	Reduced
297	ACM American Capital Management New York	$40.2M	+$730K	1	1.13%	Increased
298	Welch Group Birmingham, Alabama	$40M	-$458K	3	2.73%	Reduced
299	Scout Investments Kansas City, Missouri	$39.8M	-$1.06M	2	0.59%	Reduced
300	ELI Empire Life Investments Toronto, Ontario, Canada	$39.7M	-$4.42M	1	2.55%	Reduced