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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	KeyBank National Association Cleveland, Ohio	$121M	+$1.37M	3	0.53%	Increased
152	AGF Investments Inc Toronto, Ontario, Canada	$120M	-$11.6M	4	0.92%	Reduced
153	Magnetar Financial Evanston, Illinois	$119M	+$878K	1	1.21%	Increased
154	Amundi Paris, France	$119M	+$5.28M	4	0.08%	Increased
155	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$113M	+$5.51M	1	2.78%	Increased
156	Factory Mutual Insurance Waltham, Massachusetts	$113M	-$342K	2	1.41%	Reduced
157	AAM Alpine Associates Management Palm Beach, Florida	$111M	+$12.7M	1	3.61%	Increased
158	HSBC Holdings London, United Kingdom	$111M	-$42.6M	7	0.11%	Reduced
159	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$110M	+$3.77M	4	0.12%	Increased
160	Welch & Forbes Boston, Massachusetts	$110M	+$1.19M	3	1.82%	Increased
161	SRIM Saratoga Research & Investment Management Saratoga, California	$110M	+$5.12M	1	5.06%	Increased
162	Bank of Nova Scotia Toronto, Ontario, Canada	$109M	+$6.99M	5	0.19%	Increased
163	Commonwealth Equity Services Waltham, Massachusetts	$109M	+$2.77M	7	0.27%	Increased
164	Jacobs Levy Equity Management Florham Park, New Jersey	$108M	+$33.1M	2	0.73%	Increased
165	Mitsubishi UFJ Asset Management Tokyo, Japan	$107M	+$8.58M	6	0.53%	Increased
166	Asset Management One Tokyo, Japan	$106M	-$7.89M	3	0.41%	Reduced
167	TD Asset Management Toronto, Ontario, Canada	$105M	-$52.3M	7	0.11%	Reduced
168	BNP Paribas Financial Markets Paris, France	$105M	+$26.4M	6	0.15%	Increased
169	Gabelli Funds Rye, New York	$105M	-$3.23M	6	0.69%	Reduced
170	Fifth Third Bancorp Cincinnati, Ohio	$104M	-$888K	8	0.45%	Reduced
171	Congress Asset Management Boston, Massachusetts	$103M	+$9.52M	3	0.8%	Increased
172	Canada Life Winnipeg, Manitoba, Canada	$102M	-$15.3M	8	0.24%	Reduced
173	Treasurer of the State of North Carolina Raleigh, North Carolina	$99.9M	+$4.11K	5	0.58%	Increased
174	VanEck Associates New York	$99.4M	-$80.4M	4	0.25%	Reduced
175	HRT Financial New York	$99.2M	+$45.4M	5	0.6%	Increased