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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	Elliott Investment Management West Palm Beach, Florida	$122M	+$121M	1	1.4%	New
152	SRIM Saratoga Research & Investment Management Saratoga, California	$121M	-$1.34M	1	6%	Reduced
153	Aberdeen Group Edinburgh, United Kingdom	$118M	-$3.01M	3	0.37%	Reduced
154	Treasurer of the State of North Carolina Raleigh, North Carolina	$116M	+$1.13M	5	0.73%	Increased
155	Bradley Foster & Sargent Hartford, Connecticut	$116M	-$422K	3	2.98%	Reduced
156	First Manhattan New York	$115M	+$330K	3	0.47%	Increased
157	Lazard Frères Gestion Paris, France	$114M	-$11.5M	1	4.11%	Reduced
158	Gabelli Funds Rye, New York	$114M	+$2.76M	7	0.88%	Increased
159	Canada Life Winnipeg, Manitoba, Canada	$114M	+$20.5M	8	0.3%	Increased
160	M&T Bank Buffalo, New York	$113M	+$10.1M	5	0.53%	Increased
161	United Capital Financial Advisors Irving, Texas	$111M	-$1.94M	3	0.61%	Reduced
162	Osaic Holdings Scottsdale, Arizona	$111M	+$5.75M	9	0.24%	Increased
163	Asset Management One Tokyo, Japan	$110M	-$1.64M	3	0.52%	Reduced
164	Primecap Management Pasadena, California	$110M	-$1.29M	2	0.1%	Reduced
165	Gateway Investment Advisers Cincinnati, Ohio	$109M	+$5.99M	4	1.23%	Increased
166	Mariner Overland Park, Kansas	$108M	+$6.47M	3	0.44%	Increased
167	Nikko Asset Management Americas New York	$107M	-$1.63M	3	1.32%	Reduced
168	Silvercrest Asset Management New York	$106M	-$24.1M	4	0.8%	Reduced
169	Panagora Asset Management Boston, Massachusetts	$104M	+$54.9M	5	0.68%	Increased
170	Cambiar Investors Denver, Colorado	$103M	-$6.38M	2	4.56%	Reduced
171	Factory Mutual Insurance Waltham, Massachusetts	$101M	-$2.44M	2	1.65%	Reduced
172	Commerce Bank Kansas City, Missouri	$99.8M	+$12.7M	4	0.81%	Increased
173	Luther King Capital Management (LKCM) Fort Worth, Texas	$99.5M	+$5.65M	3	0.56%	Increased
174	Cincinnati Insurance Fairfield, Ohio	$98.5M	$0	1	2.09%	Maintained
175	Munro Partners Melbourne, Australia	$97.2M	+$1.95M	1	5.71%	Increased