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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
126	Fifth Third Bancorp Cincinnati, Ohio	$97.9M	+$98.7M	5	1.04%	New
127	Teachers Advisors New York	$96.5M	+$96M	8	0.26%	New
128	KCM Kames Capital Management Edinburgh, United Kingdom	$95.2M	+$95.3M	2	3.35%	New
129	MCM Marcato Capital Management San Francisco, California	$93.7M	+$80.7M	1	8.97%	New
130	Gateway Investment Advisers Cincinnati, Ohio	$93.5M	+$94.2M	4	0.81%	New
131	SONJCPFA State of New Jersey Common Pension Fund A Trenton, New Jersey	$93.2M	+$94M	2	0.46%	New
132	Guggenheim Capital Chicago, Illinois	$91.3M	+$90.5M	7	0.38%	New
133	Hotchkis & Wiley Capital Management Los Angeles, California	$91.2M	+$85.7M	1	0.45%	New
134	Adage Capital Partners Boston, Massachusetts	$90.5M	+$91.5M	1	0.28%	New
135	Retirement Systems of Alabama Montgomery, Alabama	$89.9M	+$90M	5	0.6%	New
136	Burgundy Asset Management Toronto, Ontario, Canada	$88.9M	+$89.9M	1	1.52%	New
137	HA Heartland Advisors Milwaukee, Wisconsin	$87.7M	+$89.8M	2	1.62%	New
138	Brown Advisory Baltimore, Maryland	$87.3M	+$88.1M	3	0.35%	New
139	Nuveen Charlotte, North Carolina	$87.1M	+$87.7M	5	0.59%	New
140	NFA Nationwide Fund Advisors Columbus, Ohio	$86.1M	+$85.8M	8	0.45%	New
141	Glenmede Trust Philadelphia, Pennsylvania	$83.9M	+$83.7M	5	1.04%	New
142	Bahl & Gaynor Cincinnati, Ohio	$83.7M	+$84.6M	2	1.58%	New
143	Commerzbank Aktiengesellschaft Frankfurt, Germany	$83.6M	+$82.6M	5	0.37%	New
144	Robeco Institutional Asset Management Rotterdam, Netherlands	$83.5M	+$83.4M	3	0.84%	New
145	Renaissance Technologies New York	$83M	+$78.1M	6	0.22%	New
146	PGGM Investments Zeist, Netherlands	$82.5M	+$81.5M	2	0.49%	New
147	CM CS McKee Pittsburgh, Pennsylvania	$80.8M	+$81.7M	1	1.37%	New
148	NG NatWest Group Edinburgh, Scotland, United Kingdom	$79.8M	+$80.1M	3	1.13%	New
149	Chevy Chase Trust Bethesda, Maryland	$79.5M	+$79.2M	3	0.7%	New
150	O'Shaughnessy Asset Management Stamford, Connecticut	$79M	+$73.8M	5	2.11%	New