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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	1832 Asset Management Toronto, Ontario, Canada	$395M	+$62.9M	2	0.36%	Increased
102	Yacktman Asset Management Austin, Texas	$395M	+$4.19M	3	5.27%	Increased
103	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$393M	+$144M	4	0.25%	Increased
104	State Board of Administration of Florida Retirement System Tallahassee, Florida	$380M	-$4.77M	7	0.71%	Reduced
105	Altshuler Shaham Tel Aviv, Israel	$380M	-$42.9M	1	6.86%	Reduced
106	Aviva London, United Kingdom	$375M	+$22.4M	4	0.63%	Increased
107	US Bancorp Minneapolis, Minnesota	$367M	+$999K	9	0.45%	Increased
108	Nomura Asset Management International Philadelphia, Pennsylvania	$367M	-$12.9M	5	0.63%	Reduced
109	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$365M	+$64M	4	0.59%	Increased
110	New York State Teachers Retirement System (NYSTRS) Albany, New York	$362M	+$9.27M	8	0.74%	Increased
111	Assenagon Asset Management Senningerberg, Luxembourg	$353M	+$234M	5	0.54%	Increased
112	Rockefeller Capital Management New York	$344M	+$13.9M	9	0.61%	Increased
113	Bahl & Gaynor Cincinnati, Ohio	$343M	+$47.2M	3	1.73%	Increased
114	FI Focused Investors Los Angeles, California	$337M	-$105M	3	10.95%	Reduced
115	National Bank of Canada Montreal, Quebec, Canada	$335M	-$13.7M	6	0.3%	Reduced
116	Meitav Investment House Bene-Beraq, Israel	$334M	+$25.1M	2	3.66%	Increased
117	Capital International Inc Los Angeles, California	$329M	+$59.2M	3	2.53%	Increased
118	Haverford Trust Company Radnor, Pennsylvania	$328M	-$5.85M	3	3.01%	Reduced
119	SG Americas Securities New York	$323M	+$10.8M	8	0.35%	Increased
120	Fidelity International Hamilton, Bermuda	$317M	+$99.3M	5	0.25%	Increased
121	Cerity Partners New York	$307M	+$20.9M	7	0.43%	Increased
122	Fifth Third Bancorp Cincinnati, Ohio	$303M	+$188M	9	0.55%	Increased
123	Mackenzie Financial Toronto Ontario, Ontario, Canada	$297M	+$17.9M	6	0.36%	Increased
124	Squarepoint New York	$294M	+$46.5M	7	0.35%	Increased
125	Allspring Global Investments Charlotte, North Carolina	$290M	-$52.8M	6	0.49%	Reduced