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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	VFA Virtus Fund Advisers Hartford, Connecticut	$87.6M	-$41.4M	4	0.86%	Reduced
177	Natixis Paris, France	$85.8M	-$1.7M	5	0.66%	Reduced
178	SRIM Saratoga Research & Investment Management Saratoga, California	$85.4M	+$2.29M	1	5.98%	Increased
179	Burney Company Reston, Virginia	$85.3M	+$6.12M	5	4.82%	Increased
180	HM Payson & Co Portland, Maine	$85.2M	-$2.12M	3	3.43%	Reduced
181	Sarasin & Partners London, United Kingdom	$85.2M	+$80.6M	1	1.66%	New
182	JP Jana Partners New York	$84.7M	+$82.9M	1	2.24%	New
183	British Columbia Investment Management Victoria, British Columbia, Canada	$84.1M	+$13.3M	3	0.59%	Increased
184	Point72 Asset Management Stamford, Connecticut	$83M	-$55.2M	4	0.36%	Reduced
185	Gateway Investment Advisers Cincinnati, Ohio	$81.5M	-$5.77M	4	0.69%	Reduced
186	VOYA Investment Management Atlanta, Georgia	$81.5M	-$11.4M	9	0.17%	Reduced
187	First Eagle Investment Management New York	$80.9M	-$191M	3	0.19%	Reduced
188	DAC Dividend Assets Capital Ridgeland, South Carolina	$80.7M	-$20.5M	2	3.62%	Reduced
189	Teacher Retirement System of Texas Austin, Texas	$78M	-$54.4M	7	0.52%	Reduced
190	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$76.8M	-$7.07M	4	1.41%	Reduced
191	First Manhattan New York	$76M	-$2.94M	4	0.42%	Reduced
192	Aberdeen Group Edinburgh, United Kingdom	$75.6M	-$39M	3	0.14%	Reduced
193	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$75.1M	+$7.19M	5	0.22%	Increased
194	LCS Levin Capital Strategies New York	$74.6M	+$32.2M	1	1.26%	Increased
195	ACI AMP Capital Investors Sydney, Australia	$74.5M	+$4.24M	4	0.4%	Increased
196	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$72.7M	+$58.5M	1	0.7%	Increased
197	Fifth Third Bancorp Cincinnati, Ohio	$71.3M	-$1.55M	6	0.48%	Reduced
198	Bridgeway Capital Management Houston, Texas	$71.2M	-$3.63M	3	0.77%	Reduced
199	Winton Group London, United Kingdom	$71M	-$314K	4	2.06%	Reduced
200	Bank of Nova Scotia Toronto, Ontario, Canada	$70.9M	+$36.6M	3	0.32%	Increased