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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	Factory Mutual Insurance Waltham, Massachusetts	$69.1M	+$3.02M	2	0.96%	Increased
177	Haverford Trust Company Radnor, Pennsylvania	$68.1M	+$1.23M	1	2.03%	Increased
178	Pictet Asset Management (UK) London, United Kingdom	$67.9M	-$2.03M	3	0.33%	Reduced
179	NSCM New South Capital Management Memphis, Tennessee	$67.7M	-$3.35M	1	2.24%	Reduced
180	AIG American International Group New York	$67.3M	+$663K	8	0.3%	Increased
181	SPH Steel Partners Holdings New York	$66.8M	$0	1	12.75%	Maintained
182	British Columbia Investment Management Victoria, British Columbia, Canada	$66M	-$7.58M	3	0.55%	Reduced
183	Seizert Capital Partners Birmingham, Michigan	$65.2M	-$227K	1	1.31%	Reduced
184	VOYA Investment Management Atlanta, Georgia	$64.4M	-$4.28M	8	0.15%	Reduced
185	Commerce Bank Kansas City, Missouri	$63.2M	+$1.01M	4	1.04%	Increased
186	HM Payson & Co Portland, Maine	$62.6M	-$3.34M	3	3.21%	Reduced
187	TCW Group Los Angeles, California	$61M	-$1.45M	3	0.25%	Reduced
188	Congress Asset Management Boston, Massachusetts	$60.7M	+$12.7M	1	1.56%	Increased
189	KCM Kames Capital Management Edinburgh, United Kingdom	$60.1M	-$13M	1	1.88%	Reduced
190	HCM Huber Capital Management El Segundo, California	$60M	+$504K	2	1.75%	Increased
191	1919 Investment Counsel Baltimore, Maryland	$59.9M	+$1.17M	2	1.23%	Increased
192	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$59.4M	+$8.72M	1	1.06%	Increased
193	Bahl & Gaynor Cincinnati, Ohio	$59.2M	+$445K	2	0.88%	Increased
194	Comerica Bank Dallas, Texas	$58M	-$23.3M	7	0.51%	Reduced
195	FQ First Quadrant Glendale, California	$57M	+$233K	4	1.28%	Increased
196	Gotham Asset Management New York	$56.9M	+$13.2M	4	0.57%	Increased
197	DekaBank Deutsche Girozentrale Frankfurt, Germany	$56.7M	+$4.86M	4	0.77%	Increased
198	KCM Kingstown Capital Management New York	$55.9M	+$8.99M	1	8.17%	Increased
199	TPSF Texas Permanent School Fund Austin, Texas	$54.9M	-$4.58M	7	0.62%	Reduced
200	Regions Financial Corp Birmingham, Alabama	$54.7M	+$546K	3	0.68%	Increased