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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	Nuveen Charlotte, North Carolina	$81.9M	+$6.78M	5	0.45%	Increased
177	Raymond James & Associates St Petersburg, Florida	$79.2M	+$6.35M	5	0.35%	Increased
178	Select Equity Group New York	$79.2M	-$10.9K	1	0.72%	Reduced
179	Factory Mutual Insurance Waltham, Massachusetts	$77.7M	-$1.19M	2	1.02%	Reduced
180	Atalanta Sosnoff Capital New York	$74.3M	-$3.49M	1	1.98%	Reduced
181	KCM Kingstown Capital Management New York	$74.2M	-$10.6M	1	9.66%	Reduced
182	Victory Capital Management San Antonio, Texas	$72.8M	+$14.5M	4	0.26%	Increased
183	HCM Huber Capital Management El Segundo, California	$72.5M	+$1.12M	2	2.28%	Increased
184	Commerce Bank Kansas City, Missouri	$71M	+$1.4M	4	1.1%	Increased
185	Crawford Investment Counsel Atlanta, Georgia	$71M	-$4.75M	2	2.57%	Reduced
186	Capital Guardian Trust Los Angeles, California	$70.5M	-$54M	3	0.52%	Reduced
187	KBC Group Brussels, Belgium	$69.8M	-$19.8M	4	0.89%	Reduced
188	Bahl & Gaynor Cincinnati, Ohio	$69.7M	+$1.54M	2	0.94%	Increased
189	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$68.5M	-$1.5M	1	0.77%	Reduced
190	British Columbia Investment Management Victoria, British Columbia, Canada	$68.2M	-$10.2M	3	0.62%	Reduced
191	UBS O'Connor Chicago, Illinois	$68.2M	+$39.9M	3	0.66%	Increased
192	ARC Absolute Return Capital Boston, Massachusetts	$67.6M	-$28.1M	3	1.78%	Reduced
193	Two Sigma Investments New York	$66.2M	+$29.7M	6	0.31%	Increased
194	RS Investment Management San Francisco, California	$66M	+$639K	1	0.59%	Increased
195	DekaBank Deutsche Girozentrale Frankfurt, Germany	$65.8M	-$10.4M	4	0.82%	Reduced
196	HM Payson & Co Portland, Maine	$65.8M	-$4.49M	3	3.29%	Reduced
197	RCM Riverhead Capital Management Wilmington, Delaware	$65.5M	-$11.2M	3	0.99%	Reduced
198	Gotham Asset Management New York	$62.7M	+$31.6M	3	0.48%	Increased
199	Comerica Bank Dallas, Texas	$62.7M	-$65M	7	0.53%	Reduced
200	Burney Company Reston, Virginia	$62.3M	+$4.33M	6	4.27%	Increased