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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	NA Neuburgh Advisers Los Angeles, California	$64.2M	+$62.4M	4	2.89%	New
202	SRIM Saratoga Research & Investment Management Saratoga, California	$63.7M	+$40.4K	1	5.76%	Increased
203	Första AP-fonden Stockholm, Sweden	$63.7M	+$43M	2	2.05%	Increased
204	Fort Washington Investment Advisors Cincinnati, Ohio	$63.5M	-$10.8M	1	1.06%	Reduced
205	BNP Paribas Asset Management Paris, France	$63.4M	-$1.28M	3	0.61%	Reduced
206	Gotham Asset Management New York	$63.2M	-$7.84M	5	0.81%	Reduced
207	JIR James Investment Research Alpha, Ohio	$62M	-$33.7M	1	1.6%	Reduced
208	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$61.3M	+$14.4M	1	4.45%	Increased
209	Bridgeway Capital Management Houston, Texas	$60.6M	+$286K	5	0.79%	Increased
210	KBC Group Brussels, Belgium	$60.3M	+$4.43M	3	0.6%	Increased
211	Employees Retirement System of Texas Austin, Texas	$60.1M	-$7.15M	3	0.82%	Reduced
212	1832 Asset Management Toronto, Ontario, Canada	$59.5M	+$36.5M	2	0.18%	Increased
213	Viking Global Investors Stamford, Connecticut	$59.4M	+$57M	1	0.27%	New
214	First Eagle Investment Management New York	$58.9M	-$238M	2	0.15%	Reduced
215	Commerce Bank Kansas City, Missouri	$58.2M	-$103K	3	0.87%	Reduced
216	Nisa Investment Advisors St. Louis, Missouri	$58.2M	-$38.6K	7	0.71%	Reduced
217	PGGM Investments Zeist, Netherlands	$57.3M	-$2.24M	1	0.29%	Reduced
218	Panagora Asset Management Boston, Massachusetts	$55.9M	-$5.15M	6	0.26%	Reduced
219	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$55.8M	-$3.02M	7	0.71%	Reduced
220	Marshall Wace London, United Kingdom	$55.4M	+$49.2M	3	0.36%	Increased
221	SIM Stelliam Investment Management New York	$54.1M	+$2.73M	1	1.8%	Increased
222	Los Angeles Capital Management Los Angeles, California	$54.1M	-$7.78M	4	0.42%	Reduced
223	Suntrust Banks Atlanta, Georgia	$54.1M	-$1.02M	6	0.32%	Reduced
224	PIA Piedmont Investment Advisors Durham, North Carolina	$53.9M	+$659K	3	1.11%	Increased
225	Nuveen Charlotte, North Carolina	$53.4M	+$6.57M	5	0.27%	Increased