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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
426	GIA GHP Investment Advisors Denver, Colorado	$20.8M	+$420K	5	1.04%	Increased
427	Curi RMB Capital Chicago, Illinois	$20.8M	+$311K	2	0.5%	Increased
428	Lido Advisors Los Angeles, California	$20.8M	-$4.79M	3	0.12%	Reduced
429	Grimes & Company Westborough, Massachusetts	$20.8M	-$2.57M	3	0.62%	Reduced
430	GGI Godsey & Gibb Inc Richmond, Virginia	$20.7M	-$535K	3	2.14%	Reduced
431	U.S. Capital Wealth Advisors Austin, Texas	$20.6M	-$1.51M	4	0.78%	Reduced
432	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$20.6M	+$1.91M	3	0.83%	Increased
433	Guggenheim Capital Chicago, Illinois	$20.6M	-$4.41M	6	0.15%	Reduced
434	TNB Thomasville National Bank Thomasville, Georgia	$20.6M	+$479K	1	1.65%	Increased
435	Washington Trust Westerly, Rhode Island	$20.5M	-$579K	4	0.75%	Reduced
436	Bartlett & Co Wealth Management Cincinnati, Ohio	$20.4M	-$2.34M	5	0.31%	Reduced
437	NewEdge Advisors New Orleans, Louisiana	$20.4M	+$1.29M	7	0.15%	Increased
438	MKC M. Kraus & Co Shelburne, Vermont	$20.3M	-$376K	2	6.24%	Reduced
439	Busey Bank Urbana, Illinois	$20.3M	+$359K	3	0.69%	Increased
440	TIAA Trust, National Association Charlotte, North Carolina	$20.2M	-$511K	3	0.06%	Reduced
441	NCM Novare Capital Management Charlotte, North Carolina	$20.2M	+$7.86M	2	1.82%	Increased
442	PDM Penn Davis McFarland Dallas, Texas	$20.2M	-$165K	1	3.12%	Reduced
443	Atria Wealth Solutions New York	$20.1M	-$1.5M	3	0.22%	Reduced
444	MAA Matrix Asset Advisors White Plains, New York	$20.1M	-$271K	2	2.4%	Reduced
445	CDH Charles D. Hyman	$20M	-$43.6K	3	1.11%	Reduced
446	Venture Visionary Partners Sylvania, Ohio	$20M	+$512K	2	0.92%	Increased
447	MC Moors & Cabot Boston, Massachusetts	$19.9M	-$496K	5	1.06%	Reduced
448	PR Payden & Rygel Los Angeles, California	$19.9M	-$3.69M	1	1.6%	Reduced
449	PRIG Payden & Rygel Investment Group Los Angeles, California	$19.9M	-$3.69M	1	1.6%	Reduced
450	MIS Morningstar Investment Services Chicago, Illinois	$19.7M	-$3.31K	1	0.21%	Reduced