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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	GL GLG LLC New York	$31.2M	+$5.9M	3	0.66%	Increased
302	TIAA CREF Trust St Louis, Missouri	$31.1M	-$467K	2	0.34%	Reduced
303	United Capital Financial Advisors Irving, Texas	$30.9M	+$1M	5	0.36%	Increased
304	Thompson Siegel & Walmsley Richmond, Virginia	$30.8M	-$5.43M	4	0.55%	Reduced
305	CC Curian Capital Denver, Colorado	$30.7M	+$2.33M	4	0.52%	Increased
306	HI Honeywell International Charlotte, North Carolina	$30.6M	+$9.12M	1	0.75%	Increased
307	Alyeska Investment Group Chicago, Illinois	$30.3M	-$26.9M	3	0.34%	Reduced
308	Nomura Asset Management Tokyo, Japan	$30.2M	-$648K	3	0.56%	Reduced
309	ACM Alta Capital Management Salt Lake City, Utah	$30.1M	+$319K	1	2.47%	Increased
310	SAM Shell Asset Management The Hague, Netherlands	$30.1M	-$7.93M	5	0.6%	Reduced
311	BAPIM British Airways Pensions Investment Management London, United Kingdom	$30.1M	+$14.8M	1	0.93%	Increased
312	D.A. Davidson & Co Great Falls, Montana	$30M	-$196K	4	0.99%	Reduced
313	Huntington National Bank Columbus, Ohio	$29.7M	+$569K	4	0.72%	Increased
314	MUFG Americas New York	$29.7M	+$472K	4	1.01%	Increased
315	ExxonMobil Investment Management Irving, Texas	$29.3M	-$2.31M	3	0.72%	Reduced
316	Susquehanna International Group Bala Cynwyd, Pennsylvania	$29.3M	-$13.6M	7	0.01%	Reduced
317	R.M. Davis Inc Portland, Maine	$28.8M	+$905K	1	1.49%	Increased
318	Menora Mivtachim Holdings Ramat Gan, Israel	$28.5M	+$105K	1	2.16%	Increased
319	Jefferies Group New York	$28.4M	+$25.6M	4	0.15%	Increased
320	Fjarde Ap-fonden Stockholm, Sweden	$26.8M	-$3.06M	3	0.65%	Reduced
321	Artemis Investment Management Edinburgh, United Kingdom	$26.4M	+$1.26M	1	0.86%	Increased
322	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$26.4M	+$990K	2	0.18%	Increased
323	Conning Inc Hartford, Connecticut	$26.3M	-$946K	3	1.08%	Reduced
324	LPL Financial San Diego, California	$26.1M	+$3.89M	4	0.13%	Increased
325	WPC Waters Parkerson & Co New Orleans, Louisiana	$25.8M	+$233K	1	3.03%	Increased