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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	VOYA Investment Management Atlanta, Georgia	$75M	-$3.07M	8	0.17%	Reduced
177	HM Payson & Co Portland, Maine	$74.9M	-$1.09M	2	4.01%	Reduced
178	CM CS McKee Pittsburgh, Pennsylvania	$73.8M	-$18.5M	1	1.45%	Reduced
179	SAM Sentinel Asset Management Montpelier, Vermont	$73.7M	-$107K	2	1.43%	Reduced
180	Eagle Asset Management St Petersburg, Florida	$73.7M	-$55.5M	2	0.41%	Reduced
181	Crawford Investment Counsel Atlanta, Georgia	$73.6M	-$1.34M	2	2.7%	Reduced
182	Pictet Asset Management (UK) London, United Kingdom	$73.2M	-$667K	3	0.38%	Reduced
183	KBC Group Brussels, Belgium	$72.4M	+$4.65M	5	1.09%	Increased
184	MVIP Mar Vista Investment Partners Los Angeles, California	$72.2M	+$3.35M	1	4.2%	Increased
185	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$71.3M	+$17.9M	4	0.29%	Increased
186	VVP Vulcan Value Partners Birmingham, Alabama	$70.5M	-$14.5M	2	1.48%	Reduced
187	BNP Paribas Financial Markets Paris, France	$70.4M	-$85.2M	7	0.05%	Reduced
188	Factory Mutual Insurance Waltham, Massachusetts	$69.4M	+$1.96M	2	1.02%	Increased
189	FQ First Quadrant Glendale, California	$69.3M	+$1.54M	4	1.62%	Increased
190	Nordea Investment Management Stockholm, Sweden	$69.2M	+$21.3M	3	0.34%	Increased
191	EA Euclid Advisors Hartford, Connecticut	$69M	-$4.07M	3	0.57%	Reduced
192	H Hexavest Montreal, Quebec, Canada	$68M	-$480K	1	1.04%	Reduced
193	TPSF Texas Permanent School Fund Austin, Texas	$67.7M	-$4.71M	7	0.67%	Reduced
194	1919 Investment Counsel Baltimore, Maryland	$67.4M	-$795K	2	1.41%	Reduced
195	Thomaspartners Boston, Massachusetts	$67.1M	+$10.3M	1	1.84%	Increased
196	JP Morgan Private Wealth Advisors San Francisco, California	$66.3M	+$2.88M	3	1.33%	Increased
197	Bank of Nova Scotia Toronto, Ontario, Canada	$66M	+$41.9M	2	0.28%	Increased
198	AIG American International Group New York	$65.8M	-$304M	8	0.32%	Reduced
199	WBC Westpac Banking Corp Sydney, Australia	$65.8M	-$5.04M	4	0.75%	Reduced
200	Bahl & Gaynor Cincinnati, Ohio	$65.4M	-$1.39M	2	1.07%	Reduced