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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	Fidelity International Hamilton, Bermuda	$90.9M	-$10M	3	0.25%	Reduced
177	Pendal Group Sydney, Australia	$90.3M	-$4.17M	3	1.16%	Reduced
178	Saturna Capital Bellingham, Washington	$89M	-$6.56M	2	2.83%	Reduced
179	Glenmede Trust Philadelphia, Pennsylvania	$88.8M	$0	7	0.37%	Maintained
180	Comerica Bank Dallas, Texas	$88.5M	-$3.6M	8	0.63%	Reduced
181	HM Payson & Co Portland, Maine	$88.5M	-$1.07M	3	3.65%	Reduced
182	SRIM Saratoga Research & Investment Management Saratoga, California	$88.5M	+$4.48M	1	6.47%	Increased
183	DAC Dividend Assets Capital Ridgeland, South Carolina	$87.6M	+$389K	2	4.34%	Increased
184	IVA International Value Advisers	$86.6M	-$1.37M	1	2.44%	Reduced
185	Natixis Paris, France	$86.3M	-$6.71M	3	0.53%	Reduced
186	Los Angeles Capital Management Los Angeles, California	$84.2M	-$38.9M	4	0.48%	Reduced
187	British Columbia Investment Management Victoria, British Columbia, Canada	$82.5M	-$6.95M	3	0.63%	Reduced
188	Winton Group London, United Kingdom	$82.5M	+$3.1M	6	2.33%	Increased
189	VOYA Investment Management Atlanta, Georgia	$82.1M	-$2.62M	9	0.18%	Reduced
190	Eagle Asset Management St Petersburg, Florida	$81.3M	+$9.07M	5	0.44%	Increased
191	Gateway Investment Advisers Cincinnati, Ohio	$79.5M	-$1.95M	4	0.71%	Reduced
192	Baird Financial Group Milwaukee, Wisconsin	$77.5M	+$13.4M	5	0.55%	Increased
193	Susquehanna International Group Bala Cynwyd, Pennsylvania	$76.6M	+$42.9M	6	0.03%	Increased
194	ACI AMP Capital Investors Sydney, Australia	$75.8M	-$747K	4	0.43%	Reduced
195	First Manhattan New York	$75.6M	-$128K	4	0.43%	Reduced
196	Burney Company Reston, Virginia	$75.3M	-$15.4M	5	4.66%	Reduced
197	Aberdeen Group Edinburgh, United Kingdom	$74.6M	-$6.77M	3	0.15%	Reduced
198	Marshall Wace North America New York	$74.1M	+$56.4M	6	0.37%	Increased
199	Primecap Management Pasadena, California	$73.9M	-$19.7M	1	0.06%	Reduced
200	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$73.9M	+$24.5M	5	0.12%	Increased