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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
151	Two Sigma Investments New York	$109M	+$67M	6	0.36%	Increased
152	Aviva London, United Kingdom	$106M	+$4.19M	3	0.73%	Increased
153	Envestnet Asset Management Chicago, Illinois	$105M	+$1.83M	6	0.13%	Increased
154	Raymond James Financial Services Advisors St. Petersburg, Florida	$105M	+$6.6M	8	0.4%	Increased
155	BNP Paribas Financial Markets Paris, France	$105M	+$6.17M	7	0.21%	Increased
156	TPI Tesco Pension Investment London, United Kingdom	$102M	$0	1	2.42%	Maintained
157	Fort Washington Investment Advisors Cincinnati, Ohio	$100M	-$351K	1	1.12%	Reduced
158	Eagle Asset Management St Petersburg, Florida	$100M	-$75.3M	2	0.51%	Reduced
159	Cincinnati Insurance Fairfield, Ohio	$99.9M	$0	1	2.67%	Maintained
160	M&T Bank Buffalo, New York	$99.4M	-$760K	4	0.52%	Reduced
161	Prudential plc London, England, United Kingdom	$99M	+$13.4M	4	0.3%	Increased
162	Rothschild & Co Asset Management US Stamford, Connecticut	$98.3M	+$60.1M	2	1.05%	Increased
163	Silvercrest Asset Management New York	$98M	+$50.6M	4	0.92%	Increased
164	Capital Guardian Trust Los Angeles, California	$98M	-$1.97M	2	1.32%	Reduced
165	SRIM Saratoga Research & Investment Management Saratoga, California	$97.7M	+$3.26M	1	6.14%	Increased
166	Welch & Forbes Boston, Massachusetts	$97.6M	-$1.56M	2	2.37%	Reduced
167	State of Tennessee, Department of Treasury Nashville, Tennessee	$97.1M	-$2.07M	6	0.48%	Reduced
168	Man Group London, United Kingdom	$96.2M	+$56.3M	6	0.35%	Increased
169	Asset Management One Tokyo, Japan	$95.9M	+$6.07M	3	0.47%	Increased
170	STRS Ohio Columbus, Ohio	$95.5M	-$35.1M	3	0.42%	Reduced
171	Foresters Investment Management New York	$95.2M	+$39.4M	2	1.71%	Increased
172	CWM Connecticut Wealth Management Farmington, Connecticut	$93.3M	+$93.1M	1	11.52%	Increased
173	D.E. Shaw & Co New York	$92.9M	-$101M	9	0.12%	Reduced
174	Commerzbank Aktiengesellschaft Frankfurt, Germany	$92M	+$2.42M	3	0.73%	Increased
175	Glenmede Trust Philadelphia, Pennsylvania	$91.9M	-$531K	8	0.4%	Reduced