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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	Metis Global Partners San Diego, California	$15M	-$254K	5	0.39%	Reduced
627	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$15M	-$625K	1	2.7%	Reduced
628	Arkadios Wealth Advisors Atlanta, Georgia	$15M	+$5.57M	4	0.44%	Increased
629	Natixis Paris, France	$14.9M	-$2.18M	3	0.07%	Reduced
630	UF Univest Financial Souderton, Pennsylvania	$14.8M	+$177K	2	0.89%	Increased
631	Waverly Advisors Birmingham, Alabama	$14.8M	-$57.1K	4	0.16%	Reduced
632	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$14.8M	-$128K	3	1.37%	Reduced
633	AP Archon Partners Princeton Junction, New Jersey	$14.7M	$0	1	1.7%	Maintained
634	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$14.7M	-$5.01M	1	1.19%	Reduced
635	Nearwater Capital Markets Dublin 4, Dublin, Ireland	$14.6M	-$27.3M	1	0.23%	Reduced
636	Brown Brothers Harriman & Co New York	$14.6M	+$699K	5	0.09%	Increased
637	HRT Financial New York	$14.5M	-$9.6M	4	0.06%	Reduced
638	WTB Washington Trust Bank Spokane, Washington	$14.4M	+$525K	2	1.21%	Increased
639	TC TwinBeech Capital Purchase, New York	$14.2M	+$13.6M	2	0.32%	Increased
640	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$14.2M	-$524K	3	0.3%	Reduced
641	NB NBT Bank Norwich, New York	$14.2M	-$70.1K	3	0.98%	Reduced
642	Advisory Services Network Atlanta, Georgia	$14.2M	-$2.82M	5	0.23%	Reduced
643	AWA Arete Wealth Advisors Chicago, Illinois	$14M	+$3.89M	4	1%	Increased
644	Dakota Wealth Management Palm Beach Gardens, Florida	$14M	+$466K	4	0.29%	Increased
645	MAA Matrix Asset Advisors White Plains, New York	$13.9M	-$253K	1	1.4%	Reduced
646	GAM Griffin Asset Management New York	$13.8M	-$270K	2	1.63%	Reduced
647	Artemis Investment Management Edinburgh, United Kingdom	$13.7M	+$12.5M	1	0.18%	New
648	FNFDCM Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$13.7M	-$182K	2	1.52%	Reduced
649	LAI Legal Advantage Investments Los Altos Hills, California	$13.6M	-$700K	3	6.37%	Reduced
650	Equitable Holdings New York	$13.6M	+$5.36M	3	0.11%	Increased