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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	TAM Tyers Asset Management Austin, Texas	$28.7M	-$14.2M	6	1.09%	Reduced
302	Public Employees Retirement Association of Colorado Denver, Colorado	$28.3M	-$1.29M	6	0.22%	Reduced
303	Madison Investment Holdings Madison, Wisconsin	$28.3M	-$443K	1	0.53%	Reduced
304	HC Henshaw Capital Woburn, Massachusetts	$27.6M	$0	1	3.02%	Maintained
305	TimesSquare Capital Management New York	$27.4M	+$27.2M	1	0.18%	New
306	MUFG Americas New York	$27.3M	+$2.11M	4	0.9%	Increased
307	Swiss Life Asset Management Zurich,	$27.2M	+$3.89M	3	0.73%	Increased
308	Capital Guardian Trust Los Angeles, California	$27.2M	+$56.5K	3	0.2%	Increased
309	JIR James Investment Research Alpha, Ohio	$27M	-$36.3M	2	0.76%	Reduced
310	VanEck Associates New York	$26.9M	+$4.1M	2	0.12%	Increased
311	TIAA CREF Trust St Louis, Missouri	$26.9M	-$982K	3	0.19%	Reduced
312	Utah Retirement Systems Salt Lake City, Utah	$26.4M	+$54.9K	4	0.63%	Increased
313	Scout Investments Kansas City, Missouri	$26.4M	-$3.05M	1	0.72%	Reduced
314	Janney Montgomery Scott Philadelphia, Pennsylvania	$26.2M	+$1.37M	4	0.35%	Increased
315	TA Teton Advisors Rye, New York	$26.1M	-$79.1K	1	2.59%	Reduced
316	Meyer Handelman Company Rye Brook, New York	$26.1M	+$22.3K	2	1.11%	Increased
317	Ingalls & Snyder LLC New York	$26M	+$509K	1	1.39%	Increased
318	BCM Barometer Capital Management Toronto, Ontario, Canada	$25.9M	+$12.9M	1	2.25%	Increased
319	NPA Nichols & Pratt Advisers Boston, Massachusetts	$25.7M	-$16.7K	1	2.37%	Reduced
320	Mutual of America Capital Management New York	$25.6M	+$381K	5	0.45%	Increased
321	Dai-ichi Life Insurance Company Tokyo, Japan	$25.6M	-$10.4M	3	0.69%	Reduced
322	MCM McKinley Capital Management Anchorage, Alaska	$25.2M	+$2.99M	1	0.92%	Increased
323	Nicholas Company Milwaukee, Wisconsin	$24.6M	-$2.14M	1	0.56%	Reduced
324	ACM Alta Capital Management Salt Lake City, Utah	$24.5M	-$324K	1	1.64%	Reduced
325	NAM North American Management Boston, Massachusetts	$24.4M	-$389K	1	3.94%	Reduced