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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	Danske Bank Copenhagen K, Denmark	$187M	+$67.4M	4	0.46%	Increased
127	TD Asset Management Toronto, Ontario, Canada	$183M	+$25.7M	7	0.16%	Increased
128	State of Wisconsin Investment Board Madison, Wisconsin	$182M	-$8.61M	8	0.44%	Reduced
129	Thrivent Financial for Lutherans Minneapolis, Minnesota	$176M	+$25.1M	8	0.39%	Increased
130	Glenmede Investment Management Philadelphia, Pennsylvania	$176M	+$161M	4	0.89%	New
131	Royal London Asset Management United Kingdom	$175M	-$768K	5	0.4%	Reduced
132	Appaloosa LP Short Hills, New Jersey	$173M	+$89.4M	2	2.69%	Increased
133	Capital International Inc Los Angeles, California	$171M	+$60.8M	3	1.66%	Increased
134	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$170M	-$42.8M	4	0.15%	Reduced
135	Meitav Investment House Bene-Beraq, Israel	$169M	+$33.3M	1	2.27%	Increased
136	D.E. Shaw & Co New York	$168M	-$96.2M	8	0.12%	Reduced
137	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$167M	-$5.91M	6	0.39%	Reduced
138	Lazard Frères Gestion Paris, France	$166M	+$22M	1	3.47%	Increased
139	Chevy Chase Trust Bethesda, Maryland	$165M	+$957K	3	0.48%	Increased
140	HM Payson & Co Portland, Maine	$165M	+$8.51M	4	2.61%	Increased
141	Cincinnati Insurance Fairfield, Ohio	$164M	$0	1	2.76%	Maintained
142	Commerce Bank Kansas City, Missouri	$161M	+$1.24M	4	0.95%	Increased
143	STRS Ohio Columbus, Ohio	$161M	+$6.24M	7	0.6%	Increased
144	Penserra Capital Management Orinda, California	$160M	-$873K	5	2.24%	Reduced
145	Wealth Enhancement Advisory Services Plymouth, Minnesota	$160M	+$3.66M	8	0.26%	Increased
146	Comerica Bank Dallas, Texas	$158M	+$259K	8	0.61%	Increased
147	Freestone Grove Partners San Francisco, California	$156M	+$130M	4	1.18%	Increased
148	Rathbones Group Liverpool, United Kingdom	$155M	+$3.64M	2	0.67%	Increased
149	Great Lakes Advisors Chicago, Illinois	$155M	-$1.83M	4	1.3%	Reduced
150	Treasurer of the State of North Carolina Raleigh, North Carolina	$155M	+$7.55M	6	0.5%	Increased