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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	Cetera Investment Advisers Schaumburg, Illinois	$106M	+$54.8M	7	0.2%	Increased
177	Groupama Asset Management Paris, France	$105M	+$12.8M	1	2.1%	Increased
178	Danske Bank Copenhagen K, Denmark	$104M	+$2.16M	3	0.32%	Increased
179	State of New Jersey Common Pension Fund D Trenton, New Jersey	$103M	-$7.68M	6	0.46%	Reduced
180	Primecap Management Pasadena, California	$103M	-$109K	2	0.09%	Reduced
181	Osaic Holdings Scottsdale, Arizona	$103M	+$6.72M	8	0.23%	Increased
182	Capital International Inc Los Angeles, California	$102M	+$1.85M	3	1.23%	Increased
183	UniSuper Management Melbourne, Victoria, Australia	$101M	+$569K	3	0.75%	Increased
184	Canada Life Winnipeg, Manitoba, Canada	$101M	+$6.01M	7	0.18%	Increased
185	FCI Financial Counselors Inc Overland Park, Kansas	$100M	+$948K	3	1.52%	Increased
186	Renaissance Technologies New York	$98.9M	-$26.5M	7	0.15%	Reduced
187	Crawford Investment Counsel Atlanta, Georgia	$98.6M	-$4.56M	3	1.75%	Reduced
188	Quantinno Capital Management New York	$98M	+$35.1M	7	0.64%	Increased
189	Resona Asset Management Koto-Ku,tokyo, Japan	$96.2M	+$6.7M	4	0.56%	Increased
190	Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany	$95.6M	+$6.99M	6	0.19%	Increased
191	Jones Financial Companies Des Peres, Missouri	$95.2M	+$21.9M	8	0.09%	Increased
192	Homestead Advisers Arlington, Virginia	$94.6M	$0	1	2.32%	Maintained
193	Virginia Retirement Systems Richmond, Virginia	$91.9M	+$87.6M	5	0.68%	New
194	Nomura Asset Management Tokyo, Japan	$91.9M	+$3.87M	5	0.28%	Increased
195	EP Wealth Advisors Torrance, California	$90.3M	+$4.37M	3	0.72%	Increased
196	M&T Bank Buffalo, New York	$89.7M	-$4.53M	5	0.33%	Reduced
197	Mariner Overland Park, Kansas	$89.4M	+$3.87M	8	0.15%	Increased
198	Fayez Sarofim & Co Houston, Texas	$89.1M	-$1.01M	2	0.22%	Reduced
199	Pzena Investment Management New York	$88.8M	-$1.32M	1	0.31%	Reduced
200	AGF Management Toronto, Ontario, Canada	$88.6M	-$553K	2	0.47%	Reduced