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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	Jane Street New York	$173M	+$21.6M	7	0.02%	Increased
177	LSV Asset Management Chicago, Illinois	$171M	-$940K	2	0.37%	Reduced
178	State of Tennessee, Department of Treasury Nashville, Tennessee	$171M	-$6.84M	9	0.57%	Reduced
179	STRS Ohio Columbus, Ohio	$169M	-$18.7M	7	0.67%	Reduced
180	Ensign Peak Advisors Salt Lake City, Utah	$169M	+$18.1M	6	0.31%	Increased
181	HM Payson & Co Portland, Maine	$168M	-$13.1M	6	2.43%	Reduced
182	Susquehanna International Group Bala Cynwyd, Pennsylvania	$168M	-$4.83M	9	0.02%	Reduced
183	Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany	$167M	+$12.5M	8	0.29%	Increased
184	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$166M	-$116M	3	0.24%	Reduced
185	Tidal Investments Milwaukee, Wisconsin	$165M	+$123M	8	0.35%	Increased
186	Groupama Asset Management Paris, France	$162M	+$167M	1	2.36%	New
187	T. Rowe Price Investment Management Baltimore, Maryland	$161M	-$34.3M	4	0.11%	Reduced
188	Marshall Wace London, United Kingdom	$159M	-$90.3M	6	0.16%	Reduced
189	Life Cycle Investment Partners London,	$157M	+$102M	1	1%	Increased
190	Rathbones Group Liverpool, United Kingdom	$156M	-$4.19M	3	0.62%	Reduced
191	Atalanta Sosnoff Capital New York	$156M	+$213K	3	3.34%	Increased
192	Sequoia Financial Advisors Akron, Ohio	$154M	+$19.1M	6	0.86%	Increased
193	Flossbach Von Storch Cologne, Germany	$154M	+$32M	1	0.72%	Increased
194	Calamos Advisors Naperville, Illinois	$153M	-$2.96M	3	0.54%	Reduced
195	Canada Life Winnipeg, Manitoba, Canada	$153M	+$4.06M	7	0.27%	Increased
196	State of New Jersey Common Pension Fund D Trenton, New Jersey	$153M	+$3.01M	7	0.59%	Increased
197	Nomura Asset Management Tokyo, Japan	$153M	+$5.72M	7	0.39%	Increased
198	Teacher Retirement System of Texas Austin, Texas	$151M	+$8.69M	6	0.63%	Increased
199	Mercer Global Advisors Denver, Colorado	$151M	+$60.3M	8	0.22%	Increased
200	KeyBank National Association Cleveland, Ohio	$150M	+$355K	4	0.55%	Increased