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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
2826	Stonehage Fleming Financial Services St. Helier, Jersey	$101K	+$95K	1	0%	New
2827	FIM FWL Investment Management Dallas, Texas	$101K	+$91.8K	2	0.06%	New
2828	DCM Disciplina Capital Management Nashville, Tennessee	$100K	$0	1	0.02%	Maintained
2829	A AJOVista Boston, Massachusetts	$99.7K	+$93.8K	1	0.13%	New
2830	BAM Byrne Asset Management Kingston, New Jersey	$99.2K	+$8.07K	2	0.08%	Increased
2831	RF Robinswood Financial Kirkland, Washington	$98.2K	$0	1	0.04%	Maintained
2832	RA Rise Advisors Rochester, New York	$97.7K	+$4.15K	3	0.07%	Increased
2833	Vaughan Nelson Investment Management Houston, Texas	$93K	+$791	1	0%	Increased
2834	FPF First Pacific Financial Vancouver, Washington	$92.6K	+$633	1	0.03%	Increased
2835	HT Headlands Technologies Chicago, Illinois	$92.3K	+$85.7K	3	0.03%	New
2836	ME McIlrath & Eck Arlington, Washington	$91.5K	+$24.5K	4	0.02%	Increased
2837	CFS CGC Financial Services Lake Oswego, Oregon	$91.2K	$0	2	0.04%	Maintained
2838	BAM Bellevue Asset Management Bellevue, Washington	$89.8K	-$28.1K	4	0.08%	Reduced
2839	AWM Ameliora Wealth Management Zurich, Switzerland	$89.3K	-$306K	2	0.04%	Reduced
2840	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$88.6K	$0	3	0.06%	Maintained
2841	LWA Lowe Wealth Advisors Columbia, Maryland	$88.4K	$0	2	0.04%	Maintained
2842	OA Operose Advisors Milwaukee, Wisconsin	$88.4K	-$84.4K	3	0.04%	Reduced
2843	KLWA Kelly Lawrence W & Associates Pasadens, California	$88.3K	+$73.6K	1	0.02%	Increased
2844	SWC Spectrum Wealth Counsel Indianapolis, Indiana	$84.5K	+$79.5K	1	0.01%	New
2845	AFS Annapolis Financial Services Annapolis, Maryland	$84.4K	-$1.34K	2	0.02%	Reduced
2846	FIA FNY Investment Advisers New York	$83K	$0	2	0.09%	Maintained
2847	OCM Orion Capital Management Coronado, California	$79.9K	$0	2	0.05%	Maintained
2848	MCA Maryland Capital Advisors Chester, Maryland	$79.6K	$0	2	0.05%	Maintained
2849	VF VitalStone Financial Shavano Park, Texas	$79K	+$60.9K	2	0.06%	Increased
2850	RCM Raleigh Capital Management Cary, North Carolina	$78.2K	-$412K	4	0.04%	Reduced