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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
151	Welch & Forbes Boston, Massachusetts	$77M	+$77.8M	2	2.75%	New
152	JHC JFB Holdings Corp Atlanta, Georgia	$76.6M	+$72M	1	3.13%	New
153	Wedge Capital Management Charlotte, North Carolina	$76.3M	+$71.7M	1	0.92%	New
154	FC Fairpointe Capital Chicago, Illinois	$76.1M	+$73.4M	1	1.53%	New
155	MLICM Metropolitan Life Insurance Company (MetLife) New York	$76M	+$75.7M	8	0.61%	New
156	MSA Mason Street Advisors Milwaukee, Wisconsin	$75.1M	+$74.5M	7	0.83%	New
157	Aviva London, United Kingdom	$74.5M	+$73.7M	3	0.75%	New
158	Fiera Capital (Canada) Montreal, Quebec, Canada	$74.3M	+$75.3M	2	0.8%	New
159	British Columbia Investment Management Victoria, British Columbia, Canada	$74.1M	+$73.8M	3	0.61%	New
160	Panagora Asset Management Boston, Massachusetts	$72.8M	+$70.4M	5	0.37%	New
161	ING Group Amsterdam, Netherlands	$72.7M	+$72.1M	2	0.38%	New
162	Cincinnati Insurance Fairfield, Ohio	$70.3M	+$71.1M	1	2.91%	New
163	D.E. Shaw & Co New York	$70M	+$71.3M	5	0.13%	New
164	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$69.4M	+$70.1M	1	2.17%	New
165	Irish Life Investment Managers Dublin, Ireland	$69M	+$69M	7	0.87%	New
166	Gabelli Funds Rye, New York	$68.9M	+$63.6M	7	0.42%	New
167	BNP Paribas Asset Management Paris, France	$68.8M	+$69M	3	0.51%	New
168	SPH Steel Partners Holdings New York	$68M	+$58.5M	1	18.8%	New
169	SAM Sentinel Asset Management Montpelier, Vermont	$66.8M	+$66.2M	2	1.44%	New
170	Congress Asset Management Boston, Massachusetts	$66.6M	+$67.3M	1	1.97%	New
171	Los Angeles Capital Management Los Angeles, California	$66.4M	+$65.4M	7	0.94%	New
172	NSCM New South Capital Management Memphis, Tennessee	$66M	+$56.8M	1	2.7%	New
173	Calamos Advisors Naperville, Illinois	$65.5M	+$66.2M	1	0.43%	New
174	Haverford Trust Company Radnor, Pennsylvania	$65.4M	+$66.1M	1	2.15%	New
175	State of Michigan Retirement System Lansing, Michigan	$65.3M	+$64.9M	5	0.6%	New