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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
601	Avantax Advisory Services Dallas, Texas	$12.4M	+$641K	4	0.16%	Increased
602	Calamos Wealth Management Naperville, Illinois	$12.3M	+$3.47K	3	0.96%	Increased
603	ATC Argent Trust Co Nashville, Tennessee	$12.2M	-$180K	3	0.81%	Reduced
604	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$12.2M	-$269K	1	1.43%	Reduced
605	ACM American Capital Management New York	$12.2M	-$8.73M	1	0.48%	Reduced
606	Federated Hermes Pittsburgh, Pennsylvania	$12.1M	-$12.8M	6	0.03%	Reduced
607	VAS Valicenti Advisory Services Elmira, New York	$12.1M	-$392K	2	4.41%	Reduced
608	TF Talbot Financial Bellevue, Washington	$12.1M	+$11.6M	1	2.49%	New
609	NPF Norris Perne & French Grand Rapids, Michigan	$12.1M	+$212K	2	1.19%	Increased
610	LDB Lee, Danner & Bass Nashville, Tennessee	$12M	+$673K	3	1.14%	Increased
611	CCP Clifford Capital Partners Alpine, Utah	$11.9M	+$2.53M	1	3.63%	Increased
612	SIMG Sonora Investment Management Group Tucson, Arizona	$11.9M	+$647K	2	1.09%	Increased
613	Veritable Wilmington, Delaware	$11.9M	+$153K	3	0.2%	Increased
614	Prospera Financial Services Dallas, Texas	$11.9M	-$7.98M	4	0.6%	Reduced
615	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$11.9M	-$11.3K	1	2.87%	Reduced
616	MCM Mill Capital Management Concord, North Carolina	$11.9M	+$12.6K	1	1.3%	Increased
617	Bridgeway Capital Management Houston, Texas	$11.9M	-$6.83M	3	0.31%	Reduced
618	CWA Asset Management Group Naples, Florida	$11.9M	+$1.77M	2	0.96%	Increased
619	PAM Peak Asset Management Louisville, Colorado	$11.8M	-$266K	1	3.08%	Reduced
620	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$11.8M	-$2.76M	3	0.17%	Reduced
621	HA Heartland Advisors Milwaukee, Wisconsin	$11.8M	-$5.36M	1	0.75%	Reduced
622	BEAM Baker Ellis Asset Management Vancouver, Washington	$11.8M	+$177K	2	2.28%	Increased
623	IAIM Industrial Alliance Investment Management Quebec, Quebec, Canada	$11.7M	+$54.1K	3	0.33%	Increased
624	RIA RPG Investment Advisory Pleasanton, California	$11.7M	+$13K	2	2.26%	Increased
625	Bailard Foster City, California	$11.7M	+$2.07M	3	0.45%	Increased