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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	SRIM Saratoga Research & Investment Management Saratoga, California	$95.4M	-$2.07M	1	6.43%	Reduced
177	Capital Guardian Trust Los Angeles, California	$91.9M	+$48.7M	3	1.24%	Increased
178	CBT Capital Bank & Trust Irvine, California	$91M	+$37.2M	4	1.13%	Increased
179	1832 Asset Management Toronto, Ontario, Canada	$89.9M	-$62M	2	0.29%	Reduced
180	IVA International Value Advisers	$89.3M	-$2.39M	1	2.45%	Reduced
181	Saturna Capital Bellingham, Washington	$89.3M	-$5.34M	2	2.6%	Reduced
182	VOYA Investment Management Atlanta, Georgia	$88.6M	-$3.08M	9	0.18%	Reduced
183	Holocene Advisors New York	$88.5M	-$156M	3	1.43%	Reduced
184	LPL Financial San Diego, California	$88M	+$12.8M	7	0.21%	Increased
185	LCM Lakewood Capital Management New York	$86.8M	+$82.8M	1	2.87%	New
186	CIBC World Markets New York	$86.6M	+$2.85M	3	0.74%	Increased
187	HM Payson & Co Portland, Maine	$85.6M	-$8.96M	3	3.83%	Reduced
188	Baird Financial Group Milwaukee, Wisconsin	$84.7M	+$2.59M	5	0.53%	Increased
189	Aberdeen Group Edinburgh, United Kingdom	$84M	+$4.52M	3	0.16%	Increased
190	Gateway Investment Advisers Cincinnati, Ohio	$82.5M	-$567K	4	0.69%	Reduced
191	Fifth Third Bancorp Cincinnati, Ohio	$82.2M	+$3.24M	6	0.52%	Increased
192	Primecap Management Pasadena, California	$82.1M	$0	1	0.06%	Maintained
193	First Manhattan New York	$81.8M	-$755K	4	0.44%	Reduced
194	Susquehanna International Group Bala Cynwyd, Pennsylvania	$81.6M	+$75.2M	5	0.03%	Increased
195	Ceredex Value Advisors Orlando, Florida	$80.9M	-$14.4M	1	0.91%	Reduced
196	LSV Asset Management Chicago, Illinois	$80.5M	-$29.8M	2	0.12%	Reduced
197	Flossbach Von Storch Cologne, Germany	$79.8M	-$5.85M	1	0.73%	Reduced
198	Huntington National Bank Columbus, Ohio	$79.5M	+$3.54M	8	1.24%	Increased
199	Nisa Investment Advisors St. Louis, Missouri	$79.3M	+$4.99M	7	0.72%	Increased
200	ABC Anchor Bolt Capital Chicago, Illinois	$79.2M	+$7.62M	1	3.95%	Increased