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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	Prudential plc London, England, United Kingdom	$83.7M	-$2.2M	5	0.3%	Reduced
177	Asset Management One Tokyo, Japan	$83.3M	-$184M	3	0.45%	Reduced
178	Saturna Capital Bellingham, Washington	$83.2M	-$613K	2	2.43%	Reduced
179	Swiss Life Asset Management Zurich,	$80.6M	+$25.8M	2	1.02%	Increased
180	Fifth Third Bancorp Cincinnati, Ohio	$80.4M	+$4.81M	6	0.52%	Increased
181	HP Holowesko Partners Nassau, Bahamas	$79M	+$43.8M	1	6.12%	Increased
182	NSCM New South Capital Management Memphis, Tennessee	$78.4M	-$15.4M	1	2.27%	Reduced
183	Gateway Investment Advisers Cincinnati, Ohio	$78.3M	+$1.66M	4	0.7%	Increased
184	Primecap Management Pasadena, California	$78.1M	$0	1	0.06%	Maintained
185	HM Payson & Co Portland, Maine	$77.5M	+$72.9M	2	2.96%	Increased
186	Lazard Asset Management New York	$76.9M	-$350M	4	0.13%	Reduced
187	VOYA Investment Management Atlanta, Georgia	$76.5M	-$2.32M	9	0.17%	Reduced
188	Fred Alger Management New York	$76.3M	-$9.92M	2	0.3%	Reduced
189	LCM Lakewood Capital Management New York	$75.8M	-$3.92M	1	2.13%	Reduced
190	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$73.7M	-$3.42M	7	0.67%	Reduced
191	Clark Capital Management Group Philadelphia, Pennsylvania	$73.3M	+$70.3M	2	1.75%	New
192	Polar Capital London, United Kingdom	$73.1M	+$9.25M	1	0.68%	Increased
193	LPL Financial San Diego, California	$72.3M	+$3.7M	8	0.16%	Increased
194	Ceredex Value Advisors Orlando, Florida	$71.6M	-$67.8M	2	0.88%	Reduced
195	LSV Asset Management Chicago, Illinois	$71.6M	-$228K	2	0.11%	Reduced
196	First Trust Advisors Wheaton, Illinois	$71.5M	-$57.6M	7	0.14%	Reduced
197	Pictet Asset Management (UK) London, United Kingdom	$70.8M	-$10.6M	3	0.16%	Reduced
198	BB&T Securities Richmond, Virginia	$70.3M	+$710K	6	0.68%	Increased
199	IVA International Value Advisers	$70.2M	-$2.81M	1	2.59%	Reduced
200	Bradley Foster & Sargent Hartford, Connecticut	$70.1M	+$4.57M	2	2.45%	Increased