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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	Raymond James & Associates St Petersburg, Florida	$79.4M	+$11.4M	5	0.25%	Increased
177	Cincinnati Insurance Fairfield, Ohio	$78.6M	$0	1	2.58%	Maintained
178	Pictet Asset Management (UK) London, United Kingdom	$77.1M	-$15.2M	3	0.3%	Reduced
179	Robeco Institutional Asset Management Rotterdam, Netherlands	$76.8M	-$10.7M	2	0.58%	Reduced
180	Gateway Investment Advisers Cincinnati, Ohio	$76.7M	-$5.72M	4	0.66%	Reduced
181	SPH Steel Partners Holdings New York	$76.4M	$0	1	21.2%	Maintained
182	Panagora Asset Management Boston, Massachusetts	$76.1M	-$15.1M	5	0.38%	Reduced
183	OMERS Administration Corp Toronto, Ontario, Canada	$75.2M	+$722K	1	1.55%	Increased
184	DekaBank Deutsche Girozentrale Frankfurt, Germany	$74.3M	+$5.68M	4	0.85%	Increased
185	BNP Paribas Asset Management Paris, France	$73.8M	-$1.54M	3	0.62%	Reduced
186	First Manhattan New York	$73.8M	+$2.68M	3	0.45%	Increased
187	Westwood Holdings Group Dallas, Texas	$73.4M	-$6.14M	2	0.65%	Reduced
188	Aperio Group Sausalito, California	$72.7M	+$737K	8	0.57%	Increased
189	SEI Investments Oaks, Pennsylvania	$71.8M	+$6.94M	6	0.43%	Increased
190	First Trust Advisors Wheaton, Illinois	$70.7M	-$24.5M	7	0.22%	Reduced
191	Fort Washington Investment Advisors Cincinnati, Ohio	$70.6M	+$24.4M	2	1.32%	Increased
192	Fifth Third Bancorp Cincinnati, Ohio	$69.3M	-$659K	7	0.59%	Reduced
193	Gates Capital Management New York	$68.9M	-$16.4M	1	2.34%	Reduced
194	ACI AMP Capital Investors Sydney, Australia	$68.3M	-$2.86M	4	0.45%	Reduced
195	Glenmede Trust Philadelphia, Pennsylvania	$68.3M	-$1.9M	7	0.41%	Reduced
196	British Columbia Investment Management Victoria, British Columbia, Canada	$67.4M	-$1.15M	3	0.59%	Reduced
197	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$65.6M	+$2.2M	3	0.17%	Increased
198	HM Payson & Co Portland, Maine	$65.2M	+$1.04M	3	3.26%	Increased
199	BNP Paribas Financial Markets Paris, France	$65M	-$28.6M	8	0.29%	Reduced
200	KCM Kingstown Capital Management New York	$64M	$0	1	7.26%	Maintained