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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
201	JP Morgan Private Wealth Advisors San Francisco, California	$51.9M	+$52.4M	3	1.28%	New
202	CCMH Cornerstone Capital Management Holdings New York	$51.8M	+$51.1M	3	0.64%	New
203	Bradley Foster & Sargent Hartford, Connecticut	$51.5M	+$52.1M	1	3.18%	New
204	AC Ascend Capital Orinda, California	$51.2M	+$51.8M	1	2.18%	New
205	TCW Group Los Angeles, California	$50.9M	+$50.6M	3	0.25%	New
206	Sit Investment Associates Minneapolis, Minnesota	$50.6M	+$51.1M	2	1.02%	New
207	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$50.5M	+$51M	1	0.92%	New
208	Commerce Bank Kansas City, Missouri	$49.5M	+$49.9M	3	0.92%	New
209	ASA Armstrong Shaw Associates New Canaan, Connecticut	$49.4M	+$49.9M	1	2.06%	New
210	Eagle Asset Management St Petersburg, Florida	$49.2M	+$49.7M	1	0.33%	New
211	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$49.1M	+$49.3M	7	0.46%	New
212	Regions Financial Corp Birmingham, Alabama	$48.9M	+$49.2M	3	0.67%	New
213	SEI Trust Company Oaks, Pennsylvania	$47.2M	+$47M	3	0.58%	New
214	DAC Dividend Assets Capital Ridgeland, South Carolina	$47.1M	+$45.6M	2	2.07%	New
215	First Trust Advisors Wheaton, Illinois	$46.4M	+$44.8M	8	0.3%	New
216	KBC Group Brussels, Belgium	$46M	+$45.2M	4	0.85%	New
217	EA Euclid Advisors Hartford, Connecticut	$46M	+$45.8M	2	0.58%	New
218	PIM Profit Investment Management North Bethesda, Maryland	$45.6M	+$46.1M	1	2.21%	New
219	HCM Holland Capital Management Chicago, Illinois	$45.5M	+$46M	1	1.15%	New
220	Thomaspartners Boston, Massachusetts	$44.3M	+$40.2M	1	1.73%	New
221	Tocqueville Asset Management New York	$43.4M	+$42M	3	0.59%	New
222	Nisa Investment Advisors St. Louis, Missouri	$43.1M	+$42.8M	5	0.67%	New
223	FQ First Quadrant Glendale, California	$41.7M	+$39.8M	4	1.12%	New
224	CEP Chicago Equity Partners Chicago, Illinois	$41.7M	+$39.5M	4	1.3%	New
225	Public Employees Retirement Association of Colorado Denver, Colorado	$41.5M	+$41.4M	7	0.39%	New