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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
651	RIA RPG Investment Advisory Pleasanton, California	$9.53M	-$12.8K	2	2.06%	Reduced
652	AAIM American Assets Investment Management San Diego, California	$9.51M	$0	2	1.24%	Maintained
653	Atlantic Union Bankshares Glen Allen, Virginia	$9.51M	-$1.58M	3	1.09%	Reduced
654	SLG Stanley-Laman Group Berwyn, Pennsylvania	$9.5M	+$283K	2	1.8%	Increased
655	MUFG Securities EMEA London, United Kingdom	$9.48M	+$9.53M	2	0.17%	Increased
656	CWA Asset Management Group Naples, Florida	$9.43M	+$497K	3	0.91%	Increased
657	WAS Wesleyan Assurance Society Birmingham, United Kingdom	$9.41M	$0	1	1.45%	Maintained
658	HWM Hohimer Wealth Management Seattle, Washington	$9.4M	+$126K	3	3.02%	Increased
659	Cerity Partners New York	$9.4M	-$17.6M	3	0.11%	Reduced
660	SWM Segment Wealth Management Houston, Texas	$9.38M	+$407K	2	1.17%	Increased
661	LDB Lee, Danner & Bass Nashville, Tennessee	$9.36M	+$266K	3	0.99%	Increased
662	Bragg Financial Advisors Charlotte, North Carolina	$9.34M	+$66.9K	1	0.64%	Increased
663	Walleye Capital New York	$9.33M	+$9.89M	2	0.18%	New
664	CSC Cove Street Capital El Segundo, California	$9.31M	-$888K	1	2.6%	Reduced
665	RBC Romano Brothers & Co Evanston, Illinois	$9.27M	+$10.3M	2	1.5%	New
666	AMG National Trust Bank Greenwood Village, Colorado	$9.22M	+$638K	1	0.35%	Increased
667	SSA South Street Advisors New York	$9.21M	+$10.2M	1	2.27%	New
668	FG Fiduciary Group Savannah, Georgia	$9.17M	+$423K	3	1.19%	Increased
669	YIA YHB Investment Advisors West Hartford, Connecticut	$9.13M	+$71.4K	3	1.02%	Increased
670	Bailard Foster City, California	$9.1M	+$26.4K	3	0.38%	Increased
671	JCM Janney Capital Management Pittsburgh, Pennsylvania	$9.04M	+$9.66M	2	0.74%	Increased
672	BBI Baxter Bros Inc Riverside, Connecticut	$9.01M	-$125K	2	1.6%	Reduced
673	CA Cornerstone Advisors Asheville, North Carolina	$9.01M	+$9.65M	2	0.44%	New
674	Simplex Trading Chicago, Illinois	$8.94M	+$2.65M	6	0.01%	Increased
675	RAM Riggs Asset Management Dallas, Pennsylvania	$8.91M	-$1.01M	3	3.53%	Reduced