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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	AIG American International Group New York	$91.2M	-$2.75M	8	0.36%	Reduced
177	NSCM New South Capital Management Memphis, Tennessee	$89.6M	-$7.6M	1	2.66%	Reduced
178	Frontier Capital Management Boston, Massachusetts	$89.6M	+$83.2M	2	0.68%	Increased
179	VOYA Investment Management Atlanta, Georgia	$89M	+$6.04M	8	0.19%	Increased
180	First Manhattan New York	$88.8M	-$779K	4	0.49%	Reduced
181	Stephens Investment Management Group Houston, Texas	$87.9M	+$6.43M	2	1.66%	Increased
182	Marshall Wace London, United Kingdom	$86.7M	+$64.9M	3	0.71%	Increased
183	SG Americas Securities New York	$86.6M	-$13.5M	8	0.6%	Reduced
184	Fred Alger Management New York	$86.4M	-$2.47M	2	0.33%	Reduced
185	HM Payson & Co Portland, Maine	$85M	+$178K	3	3.05%	Increased
186	Millennium Management New York	$84.2M	-$129M	6	0.13%	Reduced
187	Fifth Third Bancorp Cincinnati, Ohio	$83.6M	-$289K	6	0.51%	Reduced
188	Swiss Life Asset Management Zurich,	$82.7M	+$764K	2	1%	Increased
189	Gateway Investment Advisers Cincinnati, Ohio	$80.8M	+$725K	4	0.73%	Increased
190	Amundi Asset Management US Boston, Massachusetts	$80.8M	-$119M	5	0.07%	Reduced
191	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$79.4M	+$2.37M	7	0.64%	Increased
192	Lazard Asset Management New York	$79.2M	-$2.57M	4	0.13%	Reduced
193	Scout Investments Kansas City, Missouri	$78.1M	+$38.9M	2	1.51%	Increased
194	SAM Scopus Asset Management New York	$77.9M	+$47.1M	2	2.22%	Increased
195	Royce & Associates New York	$77.3M	-$24.8M	6	0.7%	Reduced
196	Los Angeles Capital Management Los Angeles, California	$75.2M	-$1.18M	5	0.4%	Reduced
197	RP RR Partners New York	$75M	+$76.2M	1	8.31%	New
198	Victory Capital Management San Antonio, Texas	$74.7M	-$61.5M	6	0.15%	Reduced
199	SCM Suvretta Capital Management New York	$73.9M	+$537K	1	1.56%	Increased
200	BB&T Securities Richmond, Virginia	$73.8M	+$582K	6	0.67%	Increased