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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
576	Williams Jones Wealth Management New York	$14.7M	-$61.8K	3	0.17%	Reduced
577	Independent Advisor Alliance Charlotte, North Carolina	$14.6M	+$1.31M	3	0.53%	Increased
578	Walleye Capital New York	$14.6M	-$18.8M	3	0.03%	Reduced
579	Benjamin Edwards Inc Clayton, Missouri	$14.6M	+$11.7M	3	0.21%	Increased
580	MCM Mill Capital Management Concord, North Carolina	$14.6M	+$41.6K	1	1.14%	Increased
581	AMG National Trust Bank Greenwood Village, Colorado	$14.6M	-$717K	2	0.39%	Reduced
582	Farmers & Merchants Investments Inc Lincoln, Nebraska	$14.6M	+$35.4K	6	0.45%	Increased
583	Exchange Traded Concepts Oklahoma City, Oklahoma	$14.5M	+$961K	5	0.34%	Increased
584	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$14.5M	-$164K	1	2.56%	Reduced
585	VAS Valicenti Advisory Services Elmira, New York	$14.5M	-$1.96M	2	3.72%	Reduced
586	First National Trust Hermitage, Pennsylvania	$14.5M	-$521K	3	0.56%	Reduced
587	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$14.5M	-$3.42K	1	1.27%	Reduced
588	CHAM Clear Harbor Asset Management Stamford, Connecticut	$14.4M	+$132K	2	1.17%	Increased
589	LCM LVM Capital Management Portage, Michigan	$14.4M	$0	2	1.64%	Maintained
590	FAB First American Bank Dundee, Illinois	$14.3M	+$43.6K	2	1.03%	Increased
591	Tidal Investments Milwaukee, Wisconsin	$14.2M	+$1.36M	6	0.15%	Increased
592	LTI Laffer Tengler Investments Nashville, Tennessee	$14.2M	-$169K	2	2.88%	Reduced
593	Atria Investments Charlotte, North Carolina	$14.1M	-$1.21M	4	0.18%	Reduced
594	SIMG Sonora Investment Management Group Tucson, Arizona	$14M	-$194K	2	1.04%	Reduced
595	BCB Brian C. Broderick	$13.9M	-$313K	1	2.73%	Reduced
596	CEI Clark Estates Inc New York	$13.9M	-$4.96M	1	2.59%	Reduced
597	WAS Wesleyan Assurance Society Birmingham, United Kingdom	$13.9M	$0	1	1.1%	Maintained
598	LI LMCG Investments Boston, Massachusetts	$13.9M	-$256K	3	0.84%	Reduced
599	CA Cornerstone Advisors Asheville, North Carolina	$13.9M	+$274K	2	0.55%	Increased
600	Apollon Wealth Management Mount Pleasant, South Carolina	$13.9M	+$252K	3	0.39%	Increased