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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	BAMCO Inc New York	$66.8M	-$1.6M	1	0.19%	Reduced
177	United Capital Financial Advisors Irving, Texas	$66.8M	-$6.82M	3	0.44%	Reduced
178	Mondrian Investment Partners London, United Kingdom	$66.2M	+$69.7M	1	1.36%	Increased
179	M&T Bank Buffalo, New York	$66.2M	-$33.8M	5	0.26%	Reduced
180	AIG American International Group New York	$66.2M	-$4.04M	7	0.43%	Reduced
181	Nisa Investment Advisors St. Louis, Missouri	$65.7M	-$2.29M	7	0.5%	Reduced
182	ELI Empire Life Investments Toronto, Ontario, Canada	$64.3M	-$666K	2	4.71%	Reduced
183	Cambiar Investors Denver, Colorado	$63.1M	+$1.05M	2	2.68%	Increased
184	Congress Asset Management Boston, Massachusetts	$62.8M	+$1.93M	2	0.56%	Increased
185	Arizona State Retirement System Phoenix, Arizona	$60.3M	-$1.83M	6	0.51%	Reduced
186	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$60M	+$10.8M	2	1.46%	Increased
187	Luther King Capital Management (LKCM) Fort Worth, Texas	$59.3M	-$6.59M	3	0.31%	Reduced
188	State of Michigan Retirement System Lansing, Michigan	$58.7M	-$1.04M	4	0.38%	Reduced
189	Nomura Asset Management Tokyo, Japan	$58.3M	+$2.83M	4	0.27%	Increased
190	SAM Southeastern Asset Management Memphis, Tennessee	$58.3M	+$69.4M	1	2.16%	New
191	Natixis Paris, France	$58.2M	+$25.2M	3	0.45%	Increased
192	Oppenheimer Asset Management New York	$58.1M	+$3.6M	5	0.89%	Increased
193	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$58M	-$395K	6	0.08%	Reduced
194	State of Tennessee, Department of Treasury Nashville, Tennessee	$57.7M	+$2.17M	6	0.23%	Increased
195	Amalgamated Bank New York	$57.5M	-$2.2M	7	0.49%	Reduced
196	Artisan Partners Milwaukee, Wisconsin	$57.1M	+$123K	1	0.1%	Increased
197	FCI Financial Counselors Inc Overland Park, Kansas	$57M	+$327K	2	1.14%	Increased
198	Donaldson Capital Management Evansville, Indiana	$56.9M	-$15.7M	3	2.68%	Reduced
199	Employees Retirement System of Texas Austin, Texas	$56.8M	$0	1	0.84%	Maintained
200	MetLife Investment Management Whippany, New Jersey	$56.6M	-$3.85M	8	0.44%	Reduced