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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	Vident Advisory Alpharetta, Georgia	$221M	+$132M	7	3.23%	Increased
102	Korea Investment Corp Seoul, South Korea	$217M	-$23.1M	5	0.52%	Reduced
103	Janus Henderson Group London,	$211M	-$197M	7	0.12%	Reduced
104	SEI Investments Oaks, Pennsylvania	$209M	+$9.42M	7	0.27%	Increased
105	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$208M	-$8.49M	3	0.2%	Reduced
106	Mizuho Markets Americas New York	$205M	-$60.6M	1	4.2%	Reduced
107	Commonwealth Equity Services Waltham, Massachusetts	$204M	+$7.52M	7	0.29%	Increased
108	Jennison Associates New York	$203M	+$1.99M	2	0.14%	Increased
109	VOYA Investment Management Atlanta, Georgia	$192M	+$39M	7	0.21%	Increased
110	Bahl & Gaynor Cincinnati, Ohio	$192M	-$17.9M	3	0.98%	Reduced
111	Davenport & Co Richmond, Virginia	$188M	+$23.3M	4	1.09%	Increased
112	Welch & Forbes Boston, Massachusetts	$185M	-$248K	3	2.43%	Reduced
113	Janney Montgomery Scott Philadelphia, Pennsylvania	$185M	+$25.6M	6	0.52%	Increased
114	Point72 Asset Management Stamford, Connecticut	$182M	+$59.9M	3	0.42%	Increased
115	Lord, Abbett & Co Jersey City, New Jersey	$181M	-$98.7M	3	0.65%	Reduced
116	Capital Group Private Client Services Los Angeles, California	$180M	+$3.63M	2	1.75%	Increased
117	Assenagon Asset Management Senningerberg, Luxembourg	$178M	-$152M	4	0.3%	Reduced
118	Cerity Partners New York	$178M	+$54.7M	6	0.36%	Increased
119	Rockefeller Capital Management New York	$177M	+$11.5M	4	0.44%	Increased
120	Mackenzie Financial Toronto Ontario, Ontario, Canada	$176M	-$8.66M	5	0.25%	Reduced
121	Aviva London, United Kingdom	$174M	+$24.2M	4	0.42%	Increased
122	State of Wisconsin Investment Board Madison, Wisconsin	$174M	+$5.66M	7	0.45%	Increased
123	Y.D. More Investments Ramat Gan, Israel	$174M	+$869K	3	15.17%	Increased
124	Focus Partners Wealth Boston, Massachusetts	$169M	-$3.78M	4	0.42%	Reduced
125	Victory Capital Management San Antonio, Texas	$165M	-$44.7M	6	0.17%	Reduced