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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	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$35.8M	+$8.26M	1	0.1%	Increased
302	AWCI Alpine Woods Capital Investors Purchase, New York	$35.6M	+$5.57M	4	5.37%	Increased
303	Silvercrest Asset Management New York	$35.5M	-$16M	4	0.27%	Reduced
304	Klingenstein Fields & Co New York	$35.5M	-$760K	1	1.78%	Reduced
305	Cookson Peirce & Co Pittsburgh, Pennsylvania	$35.4M	+$161K	1	2.27%	Increased
306	CM Cercano Management Bellevue, Washington	$35.2M	$0	1	1.41%	Maintained
307	Voloridge Investment Management Jupiter, Florida	$35.2M	+$23.7M	4	0.17%	Increased
308	Walleye Capital New York	$34.8M	+$8.41M	5	0.52%	Increased
309	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$34.6M	+$9.58M	3	0.34%	Increased
310	Natixis Paris, France	$33.7M	-$11.8M	6	0.3%	Reduced
311	Yousif Capital Management Bloomfield Hills, Michigan	$33.7M	-$4.34M	7	0.44%	Reduced
312	Carnegie Investment Counsel Pepper Pike, Ohio	$33.7M	-$112K	3	1.34%	Reduced
313	Swiss Life Asset Management Zurich,	$33.6M	+$13.1M	2	0.51%	Increased
314	Whittier Trust South Pasadena, California	$33.4M	+$1.19M	5	0.61%	Increased
315	Pinnacle Associates New York	$33.2M	+$539K	3	0.68%	Increased
316	FineMark National Bank & Trust Fort Myers, Florida	$33.1M	+$395K	3	1.41%	Increased
317	VI Versor Investments New York	$33M	+$31.7M	3	4.33%	Increased
318	Border to Coast Pensions Partnership Leeds, United Kingdom	$33M	+$5.57M	1	0.89%	Increased
319	Burney Company Reston, Virginia	$32.8M	-$1.84M	4	1.62%	Reduced
320	O'Shaughnessy Asset Management Stamford, Connecticut	$31.7M	-$20.4M	6	0.5%	Reduced
321	British Columbia Investment Management Victoria, British Columbia, Canada	$31.7M	-$1.48M	3	0.33%	Reduced
322	ZCM Ziegler Capital Management Chicago, Illinois	$31.7M	+$5.62M	2	1.25%	Increased
323	Connectus Wealth Cincinnati, Ohio	$31.6M	+$199K	4	0.78%	Increased
324	Oppenheimer & Co New York	$31.5M	-$1.18M	4	0.67%	Reduced
325	London & Capital Asset Management London, United Kingdom	$31.4M	-$3.65M	1	2.96%	Reduced