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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	Baird Financial Group Milwaukee, Wisconsin	$165M	+$2.71M	5	0.32%	Increased
127	Royal London Asset Management United Kingdom	$164M	+$6.96M	4	0.39%	Increased
128	Manning & Napier Advisors Fairport, New York	$163M	-$99.3M	2	2.01%	Reduced
129	Glenmede Trust Philadelphia, Pennsylvania	$163M	-$3.74M	3	0.87%	Reduced
130	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$162M	-$6.48M	5	0.42%	Reduced
131	Penserra Capital Management Orinda, California	$162M	+$26.8M	4	2.89%	Increased
132	Fort Washington Investment Advisors Cincinnati, Ohio	$161M	-$25.2M	2	0.99%	Reduced
133	ARK Investment Management St. Petersburg, Florida	$157M	-$222K	3	1.57%	Reduced
134	Bank of Nova Scotia Toronto, Ontario, Canada	$155M	-$95M	3	0.35%	Reduced
135	Commerce Bank Kansas City, Missouri	$154M	+$25.2M	3	0.98%	Increased
136	Man Group London, United Kingdom	$153M	-$104M	5	0.39%	Reduced
137	Los Angeles Capital Management Los Angeles, California	$152M	+$29.7M	3	0.67%	Increased
138	Chevy Chase Trust Bethesda, Maryland	$152M	-$403K	3	0.48%	Reduced
139	Cincinnati Insurance Fairfield, Ohio	$149M	$0	1	2.6%	Maintained
140	TD Asset Management Toronto, Ontario, Canada	$144M	+$10.3M	5	0.13%	Increased
141	Comerica Bank Dallas, Texas	$143M	-$2.27M	7	0.6%	Reduced
142	Great Lakes Advisors Chicago, Illinois	$142M	-$19.2M	3	1.27%	Reduced
143	Wealth Enhancement Advisory Services Plymouth, Minnesota	$142M	-$47.7M	7	0.27%	Reduced
144	Kovitz Investment Group Partners Chicago, Illinois	$141M	+$20.1M	3	0.71%	Increased
145	Robeco Institutional Asset Management Rotterdam, Netherlands	$139M	-$3.07M	4	0.27%	Reduced
146	STRS Ohio Columbus, Ohio	$139M	-$10M	4	0.58%	Reduced
147	Thrivent Financial for Lutherans Minneapolis, Minnesota	$138M	-$114M	7	0.3%	Reduced
148	Rathbones Group Liverpool, United Kingdom	$137M	+$5.6M	2	0.66%	Increased
149	BAMCO Inc New York	$137M	+$7.15M	1	0.4%	Increased
150	Woodline Partners San Francisco, California	$136M	+$35.3M	3	0.88%	Increased