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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
351	Jain Global New York	$55.3M	+$16.5M	9	0.22%	Increased
352	Banco Santander Madrid, Spain	$55.1M	+$8.91M	4	0.34%	Increased
353	Beacon Pointe Advisors Newport Beach, California	$54.9M	+$2.46M	4	0.25%	Increased
354	CCP Clough Capital Partners Boston, Massachusetts	$54.6M	+$21.8M	2	4.45%	Increased
355	Munich Reinsurance Munich,	$54.5M	+$3.79M	1	1.19%	Increased
356	Mediolanum International Funds Dublin 1, Ireland	$54.1M	-$4.44M	3	0.46%	Reduced
357	BAMCO Inc New York	$53.7M	+$21.9M	1	0.08%	Increased
358	Smith Salley Wealth Management Greensboro, North Carolina	$53.6M	-$59.7K	4	2.33%	Reduced
359	Mutual of America Capital Management New York	$53.1M	-$2.06M	7	0.52%	Reduced
360	GAMCO Investors Greenwich, Connecticut	$53M	+$2.32M	7	0.48%	Increased
361	New York Life Investment Management New York	$53M	-$64.8K	4	0.37%	Reduced
362	Americana Partners Houston, Texas	$52.7M	+$6.63M	3	1.19%	Increased
363	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$52.3M	-$2.03M	3	0.36%	Reduced
364	Clifford Swan Investment Counsel Pasadena, California	$52.2M	-$2.45M	4	1.68%	Reduced
365	Heritage Investors Management Corp Bethesda, Maryland	$52.2M	-$1.05M	2	1.45%	Reduced
366	Oregon Public Employees Retirement Fund Tigard, Oregon	$52.1M	+$3.39M	8	0.56%	Increased
367	Arbejdsmarkedets Tillaegspension Hilleroed,	$52.1M	+$13.6M	2	1.13%	Increased
368	AE Wealth Management Topeka, Kansas	$52M	+$2.8M	4	0.24%	Increased
369	Oppenheimer & Co New York	$51.8M	-$2.1M	5	0.55%	Reduced
370	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$51.6M	-$4.11M	8	0.16%	Reduced
371	ACM American Capital Management New York	$51.3M	-$2.56M	1	2.3%	Reduced
372	First Financial Bankshares Abilene, Texas	$51.1M	+$722K	3	0.96%	Increased
373	Cresset Asset Management Chicago, Illinois	$50.7M	+$1.65M	4	0.18%	Increased
374	Moore Capital Management New York	$50.6M	+$31.9M	1	0.75%	Increased
375	Nissay Asset Management Tokyo, Japan	$50.4M	+$1.59M	3	0.21%	Increased