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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	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$63.7M	+$19M	5	1.36%	Increased
202	Edge Asset Management Seattle, Washington	$63.5M	+$221K	2	0.57%	Increased
203	Employees Retirement System of Texas Austin, Texas	$63M	-$4.64M	3	0.86%	Reduced
204	WBC Westpac Banking Corp Sydney, Australia	$61.7M	+$279K	3	0.68%	Increased
205	Bridgeway Capital Management Houston, Texas	$60.5M	+$154K	4	0.94%	Increased
206	Burney Company Reston, Virginia	$59.6M	+$1.81M	5	4.28%	Increased
207	Federated Hermes Pittsburgh, Pennsylvania	$59.4M	+$623K	6	0.17%	Increased
208	SAM Scopus Asset Management New York	$59.3M	+$633K	3	0.79%	Increased
209	Barclays London, United Kingdom	$59.2M	-$19.5M	6	0.08%	Reduced
210	Crawford Investment Counsel Atlanta, Georgia	$59M	+$730K	2	2.35%	Increased
211	Saturna Capital Bellingham, Washington	$58.7M	-$38.1K	2	1.88%	Reduced
212	Susquehanna International Group Bala Cynwyd, Pennsylvania	$58.4M	-$137M	6	0.03%	Reduced
213	Rothschild & Co Asset Management US Stamford, Connecticut	$57.4M	-$3.83M	3	1.04%	Reduced
214	Comerica Bank Dallas, Texas	$57.3M	-$2.81M	8	0.49%	Reduced
215	SRIM Saratoga Research & Investment Management Saratoga, California	$57.1M	+$4.12M	1	5.13%	Increased
216	GH GAM Holding Zurich, Switzerland	$56.8M	-$4.74M	3	0.88%	Reduced
217	Bowen Hanes & Co Ponte Vedra Beach, Florida	$56.3M	+$1.14M	3	3.04%	Increased
218	PIA Piedmont Investment Advisors Durham, North Carolina	$56.1M	+$238K	3	1.15%	Increased
219	Nisa Investment Advisors St. Louis, Missouri	$56M	+$2.23M	7	0.75%	Increased
220	PGGM Investments Zeist, Netherlands	$56M	-$1.29M	1	0.29%	Reduced
221	Commerce Bank Kansas City, Missouri	$55.7M	-$884K	3	0.88%	Reduced
222	Caxton Associates (New York) New York	$54.5M	+$41.8M	2	1.5%	Increased
223	Banque Pictet & Cie Geneva 73, Switzerland	$54.3M	+$2.28M	1	1.45%	Increased
224	Regions Financial Corp Birmingham, Alabama	$52.4M	-$1.36M	4	0.68%	Reduced
225	Suntrust Banks Atlanta, Georgia	$51.1M	-$473K	5	0.31%	Reduced