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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	Tidal Investments Milwaukee, Wisconsin	$11.2M	-$3.19M	7	0.15%	Reduced
627	Concurrent Investment Advisors Tampa, Florida	$11.1M	+$1.18M	3	0.37%	Increased
628	MAM Mark Asset Management New York	$11M	+$2.11M	1	1.1%	Increased
629	LW Linscomb Wealth Houston, Texas	$10.9M	-$8.06K	1	0.57%	Reduced
630	AMBIA Allen Mooney & Barnes Investment Advisors Thomasville, Georgia	$10.9M	+$88K	2	1.95%	Increased
631	SST S Squared Technology New York	$10.9M	+$489K	1	4.81%	Increased
632	CTA Chesley Taft & Associates Chicago, Illinois	$10.9M	+$1.07M	3	0.55%	Increased
633	PRC Pearl River Capital Niles, Michigan	$10.9M	+$9.3M	3	1.73%	Increased
634	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$10.8M	-$267K	1	2.2%	Reduced
635	Badgley Phelps Wealth Managers Seattle, Washington	$10.8M	+$69.5K	2	0.27%	Increased
636	H HoyleCohen San Diego, California	$10.8M	-$33.5K	2	0.82%	Reduced
637	CIM Cambria Investment Management Manhattan Beach, California	$10.8M	+$1.13M	1	0.66%	Increased
638	UMB Bank Kansas City, Missouri	$10.8M	-$1.51M	6	0.18%	Reduced
639	Scout Investments Kansas City, Missouri	$10.8M	-$1.01M	1	0.29%	Reduced
640	TF Talbot Financial Bellevue, Washington	$10.7M	+$113K	1	1.39%	Increased
641	MP McDonald Partners Cleveland, Ohio	$10.7M	-$78.3K	3	2.88%	Reduced
642	LBC Lowe Brockenbrough & Co Richmond, Virginia	$10.7M	+$111K	3	0.71%	Increased
643	AWAM Appian Way Asset Management New York	$10.7M	-$497K	1	2.74%	Reduced
644	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$10.7M	-$340K	4	1.63%	Reduced
645	GWM Glass Wealth Management San Antonio, Texas	$10.7M	+$24.2K	3	6.23%	Increased
646	NRG Nemes Rush Group Novi, Michigan	$10.7M	+$461K	3	1.46%	Increased
647	ST Spinnaker Trust Portland, Maine	$10.7M	-$215K	2	0.68%	Reduced
648	Lockheed Martin Investment Management Bethesda, Maryland	$10.7M	-$400K	1	0.62%	Reduced
649	First Manhattan New York	$10.6M	-$1.74M	3	0.03%	Reduced
650	Bleakley Financial Group Fairfield, New Jersey	$10.6M	-$812K	4	0.31%	Reduced