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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
2726	APG Abacus Planning Group Columbia, South Carolina	$225K	-$97.7K	1	0.06%	Reduced
2727	RFN RDA Financial Network Akron, Iowa	$225K	+$226K	1	0.1%	New
2728	ZIG Zuckerman Investment Group Chicago, Illinois	$225K	-$22.3K	1	0.03%	Reduced
2729	HFM Hartford Funds Management Wayne, Pennsylvania	$225K	+$7.09K	1	0.02%	Increased
2730	MHWM Montz Harcus Wealth Management New Orleans, Louisiana	$225K	+$1.08K	1	0.21%	Increased
2731	DGAM Desjardins Global Asset Management Montreal, Quebec, Canada	$224K	+$233K	1	0.03%	New
2732	C CEDRUS Littleton, Colorado	$224K	+$8.35K	1	0.16%	Increased
2733	AFG Albion Financial Group Salt Lake City, Utah	$224K	+$158K	3	0.02%	Increased
2734	CSA Cottage Street Advisors Marion, Massachusetts	$224K	+$225K	1	0.17%	New
2735	CCP Clarkston Capital Partners Rochester, Michigan	$224K	-$8.37K	1	0%	Reduced
2736	SCM Sterneck Capital Management Kansas City, Missouri	$223K	$0	1	0.14%	Maintained
2737	SBF Sara-Bay Financial Sarasota, Florida	$223K	-$4.7K	1	0.11%	Reduced
2738	EA Ergawealth Advisors Oak Brook, Illinois	$222K	$0	1	0.18%	Maintained
2739	CFO Collective Family Office York, Pennsylvania	$222K	+$10.5K	1	0.09%	Increased
2740	AA Aire Advisors Beverly Hills, California	$221K	+$1.43K	1	0.06%	Increased
2741	HT Headlands Technologies Chicago, Illinois	$221K	-$36K	1	0.15%	Reduced
2742	SIS Strategic Investment Solutions Orland Park, Illinois	$221K	+$223K	3	0.04%	New
2743	Summit Financial Parsippany, New Jersey	$221K	+$222K	1	0.02%	New
2744	Kayne Anderson Rudnick Investment Management Los Angeles, California	$220K	+$1.4K	4	0%	Increased
2745	ACM AUA Capital Management Camp Hill, Pennsylvania	$220K	-$90.1K	1	0.15%	Reduced
2746	DCBT Dakota Community Bank & Trust Hebron, North Dakota	$219K	-$2.32K	2	1.36%	Reduced
2747	AFG ABLE Financial Group Scottsdale, Arizona	$219K	+$220K	1	0.14%	New
2748	CRI Colonial River Investments Midlothian, Virginia	$218K	-$6.5K	1	0.13%	Reduced
2749	EHAM Eagle Harbor Asset Management Seattle, Washington	$218K	+$6.75K	1	0.3%	Increased
2750	JSAM J. Safra Asset Management New York	$217K	+$218K	1	0.03%	New