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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	Gateway Investment Advisers Cincinnati, Ohio	$82.2M	+$383K	4	0.74%	Increased
177	AL AJO LP Philadelphia, Pennsylvania	$81.9M	+$15M	2	0.35%	Increased
178	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$81.5M	-$7.55M	2	1.62%	Reduced
179	Alkeon Capital Management New York	$81.5M	-$380K	1	0.66%	Reduced
180	Los Angeles Capital Management Los Angeles, California	$78.7M	+$35.6M	3	0.49%	Increased
181	HM Payson & Co Portland, Maine	$77.7M	-$714K	3	3.5%	Reduced
182	SRIM Saratoga Research & Investment Management Saratoga, California	$76.7M	+$3.12M	1	6.1%	Increased
183	First Manhattan New York	$75.8M	-$5.1M	3	0.44%	Reduced
184	Crawford Investment Counsel Atlanta, Georgia	$74.1M	+$73.3K	2	2.55%	Increased
185	AIG American International Group New York	$74.1M	-$2.06M	8	0.26%	Reduced
186	Bahl & Gaynor Cincinnati, Ohio	$73.9M	+$2.76M	2	0.84%	Increased
187	Burney Company Reston, Virginia	$73.7M	-$851K	5	4.83%	Reduced
188	Saturna Capital Bellingham, Washington	$73.7M	$0	2	2.44%	Maintained
189	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$73.4M	+$7.06M	1	5.03%	Increased
190	Fort Washington Investment Advisors Cincinnati, Ohio	$73.3M	+$107K	1	1.15%	Increased
191	Fifth Third Bancorp Cincinnati, Ohio	$71.9M	-$2.7M	5	0.53%	Reduced
192	Bridgeway Capital Management Houston, Texas	$71.9M	-$737K	4	0.87%	Reduced
193	British Columbia Investment Management Victoria, British Columbia, Canada	$71.3M	+$1.18M	3	0.57%	Increased
194	Acadian Asset Management Boston, Massachusetts	$71M	+$13.7M	5	0.32%	Increased
195	VVP Vulcan Value Partners Birmingham, Alabama	$68.8M	+$24.9M	1	0.61%	Increased
196	BB&T Securities Richmond, Virginia	$68.2M	+$2.7M	5	0.99%	Increased
197	GH GAM Holding Zurich, Switzerland	$68M	-$2.04M	3	1%	Reduced
198	1832 Asset Management Toronto, Ontario, Canada	$67.9M	-$12.6K	2	0.31%	Reduced
199	CIBC World Market Toronto, Ontario, Canada	$66.5M	-$45.5M	3	0.28%	Reduced
200	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$66.4M	+$32.6M	5	0.15%	Increased