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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
201	Glenmede Trust Philadelphia, Pennsylvania	$64.6M	-$7.49M	7	0.31%	Reduced
202	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$63.3M	-$12.8M	2	0.97%	Reduced
203	1832 Asset Management Toronto, Ontario, Canada	$62.7M	+$1.75M	2	0.22%	Increased
204	BB&T Securities Richmond, Virginia	$62.2M	+$7.08M	5	0.85%	Increased
205	Bradley Foster & Sargent Hartford, Connecticut	$62M	+$7.74M	3	2.51%	Increased
206	ACI AMP Capital Investors Sydney, Australia	$61.7M	-$25M	4	0.37%	Reduced
207	AL AJO LP Philadelphia, Pennsylvania	$61.6M	-$195M	3	0.25%	Reduced
208	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$60.8M	-$1.99M	1	4.38%	Reduced
209	Nisa Investment Advisors St. Louis, Missouri	$60.8M	+$954K	7	0.72%	Increased
210	Two Sigma Advisers New York	$60M	+$37.9M	6	0.2%	Increased
211	Bowen Hanes & Co Ponte Vedra Beach, Florida	$59.8M	-$829K	3	3%	Reduced
212	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$59.4M	+$1.88M	7	0.75%	Increased
213	Commerce Bank Kansas City, Missouri	$59.3M	-$274K	3	0.85%	Reduced
214	SG Americas Securities New York	$58M	-$43.2M	6	0.51%	Reduced
215	PGGM Investments Zeist, Netherlands	$55.2M	-$3.44M	1	0.29%	Reduced
216	BNP Paribas Asset Management Paris, France	$55M	-$9.89M	3	0.5%	Reduced
217	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$53.5M	-$26.7M	2	1.1%	Reduced
218	Regions Financial Corp Birmingham, Alabama	$52.8M	-$773K	4	0.63%	Reduced
219	First Eagle Investment Management New York	$52.7M	-$20.8M	2	0.13%	Reduced
220	Acadian Asset Management Boston, Massachusetts	$52.7M	+$13.3M	4	0.24%	Increased
221	Baird Financial Group Milwaukee, Wisconsin	$51M	+$727K	5	0.41%	Increased
222	Panagora Asset Management Boston, Massachusetts	$50.9M	-$6.5M	6	0.21%	Reduced
223	SIM Stelliam Investment Management New York	$50.7M	-$17.1M	1	1.95%	Reduced
224	Advisors Asset Management Monument, Colorado	$50.7M	-$7.33M	6	0.85%	Reduced
225	Commonwealth Equity Services Waltham, Massachusetts	$50.3M	+$1.12M	6	0.34%	Increased