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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
626	CCT Country Club Trust Kansas City, Missouri	$7.74M	-$266K	1	1.06%	Reduced
627	AAC Asset Advisors Corp Augusta, Georgia	$7.72M	$0	2	1.37%	Maintained
628	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$7.72M	-$92.2K	2	1.01%	Reduced
629	CTA Colonial Trust Advisors Spartanburg, South Carolina	$7.71M	+$14.9K	1	1.69%	Increased
630	CCM Cohen Capital Management Corte Madera, California	$7.64M	$0	1	1.85%	Maintained
631	CIC Cutler Investment Counsel Jacksonville, Oregon	$7.64M	+$130K	1	1.79%	Increased
632	SCM Sandler Capital Management New York	$7.61M	-$16.1M	1	0.95%	Reduced
633	WDA Wendell David Associates Portsmouth, New Hampshire	$7.58M	-$66.3K	2	1.34%	Reduced
634	SouthState Corp Winter Haven, Florida	$7.53M	-$114K	2	0.84%	Reduced
635	AHC Adell Harriman & Carpenter Houston, Texas	$7.48M	-$295K	1	1.63%	Reduced
636	GES GO ETF Solutions London, United Kingdom	$7.47M	+$1.18M	1	1.38%	Increased
637	SCM SKBA Capital Management San Francisco, California	$7.47M	-$144K	1	1.07%	Reduced
638	PIM Penobscot Investment Management Boston, Massachusetts	$7.44M	-$153K	3	2.23%	Reduced
639	GG Greenwood Gearhart Fayetteville, Arkansas	$7.32M	+$431K	1	2.64%	Increased
640	PP Palladium Partners Norfolk, Virginia	$7.31M	+$6.95K	3	0.56%	Increased
641	BPM Bowling Portfolio Management Cincinnati, Ohio	$7.28M	-$149K	3	1.09%	Reduced
642	CC Cannell & Co New York	$7.25M	+$161K	2	0.25%	Increased
643	WB Webster Bank Waterbury, Connecticut	$7.23M	-$11K	3	1.05%	Reduced
644	FIM Freedom Investment Management Hartford, Connecticut	$7.21M	+$2.16K	5	0.4%	Increased
645	PMG ProVise Management Group Clearwater, Florida	$7.2M	+$561K	3	1.04%	Increased
646	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$7.17M	+$113K	1	3.53%	Increased
647	CA Cornerstone Advisors Asheville, North Carolina	$7.17M	+$5.11M	2	0.83%	Increased
648	Ameritas Investment Partners Lincoln, Nebraska	$7.16M	+$49K	8	0.34%	Increased
649	SFM Systematic Financial Management Teaneck, New Jersey	$7.16M	+$3.22M	2	0.15%	Increased
650	Gradient Investments Arden Hills, Minnesota	$7.11M	+$342K	1	0.45%	Increased