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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
376	DnB Asset Management Oslo, Norway	$20.1M	-$4.24M	2	0.3%	Reduced
377	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$20M	+$3.86M	3	0.82%	Increased
378	British Columbia Investment Management Victoria, British Columbia, Canada	$19.9M	-$38.3M	3	0.34%	Reduced
379	Mariner Overland Park, Kansas	$19.9M	-$652K	3	0.25%	Reduced
380	Country Trust Bank Bloomington, Illinois	$19.8M	+$3.33M	3	0.89%	Increased
381	DAM DLD Asset Management New York	$19.8M	+$28.2M	1	1.25%	New
382	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$19.7M	-$11.1M	4	2.58%	Reduced
383	MCM McKinley Capital Management Anchorage, Alaska	$19.5M	-$179K	2	1.56%	Reduced
384	Heritage Investors Management Corp Bethesda, Maryland	$19.4M	-$186K	2	1.36%	Reduced
385	Axa Paris, France	$19.3M	-$22.3M	2	0.1%	Reduced
386	Steward Partners Investment Advisory New York	$19.3M	+$4M	7	0.71%	Increased
387	KBC Group Brussels, Belgium	$19.2M	-$29.8M	2	0.16%	Reduced
388	EP Wealth Advisors Torrance, California	$19M	+$1.68M	3	0.93%	Increased
389	TCW Group Los Angeles, California	$18.7M	+$21.3M	1	0.26%	New
390	Pinnacle Associates New York	$18.6M	+$1.26M	3	0.57%	Increased
391	TAM Taurus Asset Management New York	$18.5M	-$11M	1	3.07%	Reduced
392	CDH Charles D. Hyman	$18.2M	-$1.03M	3	2.28%	Reduced
393	MAM Mastrapasqua Asset Management Nashville, Tennessee	$18M	+$476K	3	3.48%	Increased
394	NAM North American Management Boston, Massachusetts	$17.9M	+$649K	1	3.25%	Increased
395	CIBC Asset Management Toronto, Ontario, Canada	$17.9M	+$686K	3	0.13%	Increased
396	Cresset Asset Management Chicago, Illinois	$17.9M	+$23.7M	3	0.54%	Increased
397	AIP ARS Investment Partners New York	$17.7M	+$1.11M	2	4.28%	Increased
398	WAM Winslow Asset Management Beachwood, Ohio	$17.6M	-$707K	1	5.8%	Reduced
399	Bank of Nova Scotia Toronto, Ontario, Canada	$17.6M	-$131M	4	0.06%	Reduced
400	Creative Planning Overland Park, Kansas	$17.6M	-$1.19M	5	0.06%	Reduced