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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
176	VOYA Investment Management Atlanta, Georgia	$64.9M	+$64.4M	8	0.18%	New
177	Korea Investment Corp Seoul, South Korea	$64.5M	+$64M	3	0.77%	New
178	MVIP Mar Vista Investment Partners Los Angeles, California	$64M	+$64.6M	1	4.15%	New
179	HM Payson & Co Portland, Maine	$63.9M	+$63.3M	2	3.83%	New
180	Crawford Investment Counsel Atlanta, Georgia	$63.6M	+$64.3M	2	2.63%	New
181	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$63.4M	+$60M	4	0.32%	New
182	Brandywine Global Investment Management Philadelphia, Pennsylvania	$63.2M	+$63.2M	6	0.65%	New
183	Teacher Retirement System of Texas Austin, Texas	$60.9M	+$60.4M	8	0.56%	New
184	VVP Vulcan Value Partners Birmingham, Alabama	$60.3M	+$61M	2	2.64%	New
185	Numeric Investors Boston, Massachusetts	$60.1M	+$56.6M	3	1.2%	New
186	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$59.9M	+$58.7M	4	0.45%	New
187	TPSF Texas Permanent School Fund Austin, Texas	$59.9M	+$59.6M	7	0.62%	New
188	Saturna Capital Bellingham, Washington	$58.1M	+$57.1M	2	1.59%	New
189	Pictet Asset Management (UK) London, United Kingdom	$57.9M	+$57.7M	3	0.33%	New
190	1919 Investment Counsel Baltimore, Maryland	$57.3M	+$57.8M	2	1.34%	New
191	Factory Mutual Insurance Waltham, Massachusetts	$57M	+$56.4M	2	0.93%	New
192	PIA Piedmont Investment Advisors Durham, North Carolina	$56.9M	+$57.2M	3	2.55%	New
193	Natixis Paris, France	$56.4M	+$54.6M	2	0.81%	New
194	Millennium Management New York	$55.9M	+$53.1M	6	0.17%	New
195	AGF Investments Inc Toronto, Ontario, Canada	$55.4M	+$53.6M	2	0.64%	New
196	WBC Westpac Banking Corp Sydney, Australia	$54.4M	+$55.4M	5	0.83%	New
197	IRF IBM Retirement Fund Armonk, New York	$53.4M	+$53.2M	4	0.66%	New
198	ACI AMP Capital Investors Sydney, Australia	$52.9M	+$51.3M	4	0.41%	New
199	abrdn Investment Management Edinburgh, United Kingdom	$52.9M	+$53.4M	3	0.34%	New
200	LBG Lloyds Banking Group London, United Kingdom	$52.2M	+$51.3M	3	0.55%	New