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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	STRS Ohio Columbus, Ohio	$143M	-$9.05M	4	0.63%	Reduced
127	SPH Steel Partners Holdings New York	$142M	$0	1	55.67%	Maintained
128	Mawer Investment Management Calgary, Alberta, Canada	$142M	+$637K	2	1.07%	Increased
129	Eagle Asset Management St Petersburg, Florida	$141M	+$14.2M	4	0.68%	Increased
130	Thrivent Financial for Lutherans Minneapolis, Minnesota	$139M	-$23.7M	7	0.44%	Reduced
131	Royce & Associates New York	$139M	-$8.07M	5	0.96%	Reduced
132	Factory Mutual Insurance Waltham, Massachusetts	$138M	+$3.71M	2	1.43%	Increased
133	TPI Tesco Pension Investment London, United Kingdom	$137M	-$13.7M	1	3.39%	Reduced
134	JP Morgan Private Wealth Advisors San Francisco, California	$137M	+$3.38M	4	0.67%	Increased
135	First Trust Advisors Wheaton, Illinois	$135M	-$41.8M	8	0.25%	Reduced
136	Two Sigma Advisers New York	$134M	+$115M	5	0.33%	Increased
137	AustralianSuper Melbourne, Australia	$132M	+$13.7M	1	2.5%	Increased
138	Retirement Systems of Alabama Montgomery, Alabama	$130M	-$4.96M	5	0.62%	Reduced
139	Carillon Tower Advisers St. Petersburg, Florida	$130M	+$23.3M	2	0.93%	Increased
140	TP Theleme Partners London, United Kingdom	$128M	$0	1	7.03%	Maintained
141	Los Angeles Capital Management Los Angeles, California	$128M	+$78.3M	4	0.67%	Increased
142	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$127M	-$2.72M	7	0.63%	Reduced
143	Fred Alger Management New York	$127M	+$6.43M	3	0.48%	Increased
144	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$126M	+$6.87M	3	0.23%	Increased
145	Aperio Group Sausalito, California	$126M	-$475K	8	0.56%	Reduced
146	Haverford Trust Company Radnor, Pennsylvania	$125M	+$589K	3	2.32%	Increased
147	Loomis, Sayles & Company Boston, Massachusetts	$125M	-$46.3M	5	0.25%	Reduced
148	Sarasin & Partners London, United Kingdom	$118M	-$2.83M	1	2.23%	Reduced
149	Fidelity International Hamilton, Bermuda	$118M	-$263K	3	0.17%	Reduced
150	Fort Washington Investment Advisors Cincinnati, Ohio	$117M	-$6.27M	1	1.15%	Reduced