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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	Wealth Enhancement Advisory Services Plymouth, Minnesota	$103M	+$1.11M	6	0.27%	Increased
152	Pictet Asset Management Carouge, Switzerland	$102M	-$2.85M	7	0.11%	Reduced
153	HM Payson & Co Portland, Maine	$102M	+$30M	3	1.89%	Increased
154	State of Tennessee, Department of Treasury Nashville, Tennessee	$100M	+$206K	6	0.37%	Increased
155	Harding Loevner Bridgewater, New Jersey	$96.7M	-$10.7M	1	0.6%	Reduced
156	Asset Management One Tokyo, Japan	$95M	-$2.23M	3	0.37%	Reduced
157	KeyBank National Association Cleveland, Ohio	$94.2M	-$8M	3	0.39%	Reduced
158	Primecap Management Pasadena, California	$92.7M	-$63.2K	2	0.07%	Reduced
159	Junto Capital Management New York	$91.7M	+$84.8M	1	2.03%	New
160	Arrowstreet Capital Boston, Massachusetts	$91.6M	+$63.2M	3	0.08%	Increased
161	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$91.2M	+$35.9M	3	0.1%	Increased
162	Mondrian Investment Partners London, United Kingdom	$89.6M	-$1.24M	1	1.23%	Reduced
163	Crawford Investment Counsel Atlanta, Georgia	$89.6M	+$1.69M	3	1.67%	Increased
164	Ceredex Value Advisors Orlando, Florida	$88.3M	-$8.1M	1	1.54%	Reduced
165	Stephens Investment Management Group Houston, Texas	$88.1M	+$2.29M	3	1.17%	Increased
166	Homestead Advisers Arlington, Virginia	$86.7M	-$184K	1	2.03%	Reduced
167	CCPM Cooper Creek Partners Management New York	$86M	+$27.1M	1	3.27%	Increased
168	Resona Asset Management Koto-Ku,tokyo, Japan	$85.4M	+$80.8M	4	0.51%	New
169	Osaic Holdings Scottsdale, Arizona	$84.4M	-$30.4M	8	0.19%	Reduced
170	Luther King Capital Management (LKCM) Fort Worth, Texas	$83.6M	+$192K	3	0.38%	Increased
171	Nikko Asset Management Americas New York	$83.5M	-$1.95M	3	0.83%	Reduced
172	Cerity Partners New York	$82.4M	-$89M	5	0.22%	Reduced
173	Cetera Investment Advisers Schaumburg, Illinois	$82.3M	+$52.9M	7	0.19%	Increased
174	Capital International Inc Los Angeles, California	$81.4M	+$12M	3	1.1%	Increased
175	AIP ARS Investment Partners New York	$81.4M	-$2.1M	5	8.11%	Reduced