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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
101	Fort Washington Investment Advisors Cincinnati, Ohio	$182M	-$16M	1	1.18%	Reduced
102	Cullen Capital Management New York	$181M	-$66.9M	1	2.09%	Reduced
103	Bahl & Gaynor Cincinnati, Ohio	$181M	-$2.06M	3	1.01%	Reduced
104	1832 Asset Management Toronto, Ontario, Canada	$180M	-$96.8M	4	0.15%	Reduced
105	Two Sigma Advisers New York	$180M	+$62.3M	3	0.4%	Increased
106	LSV Asset Management Chicago, Illinois	$164M	-$9.17M	4	0.36%	Reduced
107	State of Wisconsin Investment Board Madison, Wisconsin	$164M	+$7.68M	7	0.43%	Increased
108	Commonwealth Equity Services Waltham, Massachusetts	$163M	+$4.48M	7	0.26%	Increased
109	Point72 Asset Management Stamford, Connecticut	$162M	-$6.54M	4	0.42%	Reduced
110	Altshuler Shaham Tel Aviv, Israel	$161M	+$3.51M	1	5.49%	Increased
111	Balyasny Asset Management Chicago, Illinois	$161M	-$126M	4	0.28%	Reduced
112	Victory Capital Management San Antonio, Texas	$161M	-$7.72M	6	0.16%	Reduced
113	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$157M	+$73.4M	4	0.15%	Increased
114	SRIM Saratoga Research & Investment Management Saratoga, California	$153M	-$18M	1	6.97%	Reduced
115	Capital Group Private Client Services Los Angeles, California	$152M	-$9.22M	2	1.52%	Reduced
116	Welch & Forbes Boston, Massachusetts	$151M	+$331K	3	2.02%	Increased
117	Mackenzie Financial Toronto Ontario, Ontario, Canada	$150M	-$92.5M	5	0.22%	Reduced
118	SEI Investments Oaks, Pennsylvania	$149M	+$4.99M	7	0.21%	Increased
119	Korea Investment Corp Seoul, South Korea	$148M	+$1.87M	4	0.37%	Increased
120	Mizuho Markets Americas New York	$147M	-$3.95M	1	3.53%	Reduced
121	Baird Financial Group Milwaukee, Wisconsin	$141M	+$19.5M	5	0.29%	Increased
122	Lazard Frères Gestion Paris, France	$141M	+$4.71M	1	3.24%	Increased
123	Glenmede Trust Philadelphia, Pennsylvania	$140M	+$31.7K	3	0.71%	Increased
124	Focus Partners Wealth Boston, Massachusetts	$139M	+$73.6M	3	0.47%	Increased
125	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$137M	+$17.7M	3	0.22%	Increased