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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
301	BPBT Boston Private Bank & Trust Boston, Massachusetts	$24.7M	+$24.7M	3	1.44%	New
302	Mackenzie Financial Toronto Ontario, Ontario, Canada	$24.5M	+$24.7M	3	0.12%	New
303	TIAA CREF Trust St Louis, Missouri	$24.3M	+$24M	2	0.51%	New
304	QS Investors New York	$23.6M	+$22.3M	2	0.83%	New
305	JIR James Investment Research Alpha, Ohio	$23.2M	+$22.2M	3	0.95%	New
306	ACM Alta Capital Management Salt Lake City, Utah	$23.1M	+$23.3M	1	3.12%	New
307	Menora Mivtachim Holdings Ramat Gan, Israel	$23.1M	+$23.3M	1	1.96%	New
308	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$23M	+$23.2M	2	1.54%	New
309	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$22.9M	+$22.8M	5	0.4%	New
310	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$22.9M	+$22.9M	3	0.64%	New
311	CC Carlson Capital Dallas, Texas	$22.7M	+$21.8M	2	0.27%	New
312	SCM SkyTop Capital Management Rutherford, New Jersey	$22.6M	+$19.5M	1	12.09%	New
313	SIC Schwartz Investment Counsel Plymouth, Michigan	$22.5M	+$22.9M	2	2.24%	New
314	Axiom Investors Greenwich, Connecticut	$22.2M	+$22.4M	1	0.8%	New
315	GE General Electric Evendale, Ohio	$22M	+$22.2M	1	0.12%	New
316	Advisors Asset Management Monument, Colorado	$21.9M	+$21.8M	6	0.41%	New
317	First Citizens Bank & Trust Raleigh, North Carolina	$21.8M	+$21.1M	4	0.89%	New
318	NPA Nichols & Pratt Advisers Boston, Massachusetts	$21.4M	+$21.6M	1	2.24%	New
319	Capital International Los Angeles, California	$21.2M	+$21.5M	1	1.31%	New
320	Meyer Handelman Company Rye Brook, New York	$21.2M	+$21.5M	1	1.17%	New
321	CC Curian Capital Denver, Colorado	$21.2M	+$20.9M	3	0.38%	New
322	WAM World Asset Management Detroit, Michigan	$20.8M	+$20.7M	5	0.48%	New
323	TA Teton Advisors Rye, New York	$20.7M	+$17.8M	2	1.81%	New
324	CAM Capstone Asset Management Houston, Texas	$20.6M	+$20.5M	6	0.54%	New
325	AEGON Asset Management (UK) Edinburgh, United Kingdom	$20.6M	+$20M	2	4.81%	New