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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	SAM Scopus Asset Management New York	$117M	-$52.6M	3	3.81%	Reduced
177	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$116M	+$9.04M	7	0.72%	Increased
178	Clark Capital Management Group Philadelphia, Pennsylvania	$116M	+$23M	3	2.43%	Increased
179	Cincinnati Insurance Fairfield, Ohio	$115M	$0	1	2.83%	Maintained
180	M&T Bank Buffalo, New York	$115M	-$291K	4	0.54%	Reduced
181	Fifth Third Bancorp Cincinnati, Ohio	$114M	+$10.2M	6	0.64%	Increased
182	Fort Washington Investment Advisors Cincinnati, Ohio	$113M	-$6.09M	1	1.21%	Reduced
183	Assenagon Asset Management Senningerberg, Luxembourg	$113M	+$109M	2	0.71%	New
184	Marshall Wace Asia Central, Hong Kong	$113M	+$50.2M	1	2.8%	Increased
185	SRIM Saratoga Research & Investment Management Saratoga, California	$113M	-$306K	1	6.76%	Reduced
186	Jupiter Investment Management London, United Kingdom	$111M	+$78.7M	3	1.54%	Increased
187	TPI Tesco Pension Investment London, United Kingdom	$111M	$0	1	2.53%	Maintained
188	Glenmede Trust Philadelphia, Pennsylvania	$110M	+$5.78M	8	0.5%	Increased
189	Welch & Forbes Boston, Massachusetts	$109M	-$766K	2	2.43%	Reduced
190	Bahl & Gaynor Cincinnati, Ohio	$107M	+$15.4M	3	0.75%	Increased
191	LSV Asset Management Chicago, Illinois	$104M	+$23.2M	4	0.16%	Increased
192	Prudential plc London, England, United Kingdom	$104M	-$1.32M	3	0.44%	Reduced
193	Pictet Asset Management (UK) London, United Kingdom	$104M	-$1.27M	3	0.18%	Reduced
194	Gotham Asset Management New York	$102M	+$54.2M	5	1.87%	Increased
195	CIBC World Markets New York	$99.9M	+$47.2M	4	0.65%	Increased
196	Capital International Inc Los Angeles, California	$99.4M	+$6.05M	2	1.38%	Increased
197	Saturna Capital Bellingham, Washington	$96.5M	$0	2	2.61%	Maintained
198	EIP Easterly Investment Partners Beverly, Massachusetts	$96.2M	-$24.1M	1	2.7%	Reduced
199	CWM Connecticut Wealth Management Farmington, Connecticut	$95.8M	-$243K	1	10.54%	Reduced
200	HM Payson & Co Portland, Maine	$95.7M	-$516K	4	3.07%	Reduced