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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	United Capital Financial Advisors Irving, Texas	$98.6M	+$1.02M	3	0.49%	Increased
177	M&T Bank Buffalo, New York	$96.8M	-$1.34M	5	0.44%	Reduced
178	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$96.7M	-$23.3M	3	0.48%	Reduced
179	BAMCO Inc New York	$95.5M	+$4.53M	1	0.22%	Increased
180	First Manhattan New York	$95.2M	+$4.27M	4	0.35%	Increased
181	Osaic Holdings Scottsdale, Arizona	$95.2M	+$1.14M	9	0.2%	Increased
182	Point72 Asset Management Stamford, Connecticut	$94.5M	+$18.9M	2	0.42%	Increased
183	O'Shaughnessy Asset Management Stamford, Connecticut	$92.8M	+$18.2M	6	1.89%	Increased
184	Cambiar Investors Denver, Colorado	$91.6M	-$2.76M	2	3.14%	Reduced
185	Aviva London, United Kingdom	$89.4M	-$8.2M	2	0.4%	Reduced
186	MAM Melqart Asset Management London, United Kingdom	$89.1M	+$50.2M	1	4.26%	Increased
187	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$88.6M	+$4.88M	5	1.63%	Increased
188	Cincinnati Insurance Fairfield, Ohio	$88.1M	$0	1	1.79%	Maintained
189	Susquehanna International Group Bala Cynwyd, Pennsylvania	$87.6M	-$5.35M	9	0.01%	Reduced
190	Assenagon Asset Management Senningerberg, Luxembourg	$87.6M	+$64.2M	2	0.28%	Increased
191	AIG American International Group New York	$85.7M	-$2.09M	8	0.46%	Reduced
192	Holocene Advisors New York	$84.7M	-$69.9M	3	0.46%	Reduced
193	SG Americas Securities New York	$83.5M	+$66.3M	8	0.39%	Increased
194	Rothschild & Co Asset Management US Stamford, Connecticut	$83.2M	-$1.27M	2	1.03%	Reduced
195	AGDR AdamCapital Gestao de Recursos Rio De Janeiro, Brazil	$82.9M	+$84M	3	9.57%	New
196	Mirae Asset Global Investments Seoul, South Korea	$82.6M	+$56.5M	4	0.21%	Increased
197	Bradley Foster & Sargent Hartford, Connecticut	$82.2M	+$13.9K	3	1.93%	Increased
198	GIP Granite Investment Partners El Segundo, California	$82M	+$572K	3	2.55%	Increased
199	Mariner Overland Park, Kansas	$81.7M	+$3.94M	3	0.43%	Increased
200	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$79.8M	+$80.1M	6	0.09%	New