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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
176	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$70.4M	+$867K	3	0.51%	Increased
177	LBG Lloyds Banking Group London, United Kingdom	$69.3M	+$8.52M	3	0.71%	Increased
178	Saturna Capital Bellingham, Washington	$68.9M	$0	2	1.83%	Maintained
179	HM Payson & Co Portland, Maine	$68.6M	-$6.38M	2	3.98%	Reduced
180	SAM Sentinel Asset Management Montpelier, Vermont	$68.1M	-$8.92M	2	1.42%	Reduced
181	Pictet Asset Management (UK) London, United Kingdom	$68M	+$809K	3	0.38%	Increased
182	EA Euclid Advisors Hartford, Connecticut	$67.4M	+$13.6M	3	0.68%	Increased
183	Teacher Retirement System of Texas Austin, Texas	$67.1M	-$3.25M	8	0.59%	Reduced
184	SPH Steel Partners Holdings New York	$67M	$0	1	17.26%	Maintained
185	Millennium Management New York	$66.9M	+$2.25M	7	0.22%	Increased
186	TPSF Texas Permanent School Fund Austin, Texas	$66.2M	-$2.35M	7	0.68%	Reduced
187	AGF Investments Inc Toronto, Ontario, Canada	$65.4M	+$1.44M	2	0.74%	Increased
188	MVIP Mar Vista Investment Partners Los Angeles, California	$65M	-$8.83M	1	4.47%	Reduced
189	1919 Investment Counsel Baltimore, Maryland	$64.3M	-$2.09M	2	1.45%	Reduced
190	Bahl & Gaynor Cincinnati, Ohio	$63.3M	-$32.6M	2	1.14%	Reduced
191	Boston Partners Boston, Massachusetts	$62.9M	+$17.1M	3	0.15%	Increased
192	WBC Westpac Banking Corp Sydney, Australia	$62.2M	-$3.51M	4	0.78%	Reduced
193	Factory Mutual Insurance Waltham, Massachusetts	$61.4M	-$4.33M	2	0.97%	Reduced
194	Sit Investment Associates Minneapolis, Minnesota	$60.9M	+$2.59M	2	1.17%	Increased
195	ACI AMP Capital Investors Sydney, Australia	$60.4M	-$1.27M	5	0.46%	Reduced
196	KBC Group Brussels, Belgium	$60.2M	+$6.5M	4	0.97%	Increased
197	JP Morgan Private Wealth Advisors San Francisco, California	$59.9M	-$307K	3	1.36%	Reduced
198	MSA Mason Street Advisors Milwaukee, Wisconsin	$59.7M	-$25.9M	7	0.68%	Reduced
199	TCW Group Los Angeles, California	$59.1M	+$15.2K	3	0.27%	Increased
200	Bradley Foster & Sargent Hartford, Connecticut	$58.8M	-$987K	1	3.43%	Reduced