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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	$152M	-$805K	4	0.66%	Reduced
127	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$151M	-$6.9M	8	0.63%	Reduced
128	Marshall Wace London, United Kingdom	$151M	+$69.3M	6	0.32%	Increased
129	Commonwealth Equity Services Waltham, Massachusetts	$151M	+$3.13M	8	0.32%	Increased
130	HM Payson & Co Portland, Maine	$150M	+$280K	3	3.59%	Increased
131	Davenport & Co Richmond, Virginia	$149M	+$22.1M	4	1.17%	Increased
132	Chevy Chase Trust Bethesda, Maryland	$144M	-$2.04M	3	0.57%	Reduced
133	Great Lakes Advisors Chicago, Illinois	$140M	+$131M	4	1.27%	Increased
134	Pzena Investment Management New York	$139M	-$7.1M	1	0.6%	Reduced
135	KeyBank National Association Cleveland, Ohio	$137M	-$1.51M	3	0.65%	Reduced
136	Welch & Forbes Boston, Massachusetts	$137M	+$2.76M	3	2.33%	Increased
137	Glenmede Trust Philadelphia, Pennsylvania	$135M	-$1.91M	3	0.77%	Reduced
138	ARK Investment Management St. Petersburg, Florida	$135M	-$8.94M	4	0.93%	Reduced
139	AGF Management Toronto, Ontario, Canada	$134M	-$11.1M	4	0.92%	Reduced
140	SEI Investments Oaks, Pennsylvania	$134M	+$26.6M	7	0.25%	Increased
141	Ensign Peak Advisors Salt Lake City, Utah	$134M	+$64.3M	6	0.29%	Increased
142	Commerce Bank Kansas City, Missouri	$134M	+$10.6M	4	1.05%	Increased
143	Gabelli Funds Rye, New York	$133M	-$6.21M	8	1.01%	Reduced
144	VOYA Investment Management Atlanta, Georgia	$129M	-$7.79M	8	0.14%	Reduced
145	Osaic Holdings Scottsdale, Arizona	$129M	+$702K	9	0.24%	Increased
146	Fifth Third Bancorp Cincinnati, Ohio	$128M	-$10.8M	8	0.6%	Reduced
147	Artisan Partners Milwaukee, Wisconsin	$127M	+$1.73M	2	0.21%	Increased
148	Aviva London, United Kingdom	$125M	+$47.8M	2	0.57%	Increased
149	M&T Bank Buffalo, New York	$125M	-$2.81M	5	0.48%	Reduced
150	SRIM Saratoga Research & Investment Management Saratoga, California	$125M	-$658K	1	5.92%	Reduced