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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	Stratos Wealth Partners Beachwood, Ohio	$12M	+$920K	3	0.17%	Increased
652	AP Appleton Partners Boston, Massachusetts	$12M	-$165K	2	0.88%	Reduced
653	RIG Renaissance Investment Group Lenox, Massachusetts	$11.9M	-$158K	1	2.48%	Reduced
654	Norinchukin Bank Tokyo, Japan	$11.9M	+$1.72M	3	0.28%	Increased
655	Meridian Wealth Management Lexington, Kentucky	$11.8M	+$11.1M	2	0.58%	New
656	KFS Kurt F. Somerville	$11.8M	-$159K	1	1.9%	Reduced
657	FNFDCM Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$11.8M	-$42.3K	2	1.17%	Reduced
658	Kingsview Wealth Management Grants Pass, Oregon	$11.7M	+$2.59M	4	0.25%	Increased
659	RBC Romano Brothers & Co Evanston, Illinois	$11.7M	+$325K	2	1.46%	Increased
660	Jefferies Financial Group New York	$11.7M	+$7.77M	3	0.08%	Increased
661	Scout Investments Kansas City, Missouri	$11.6M	-$1.62M	1	0.31%	Reduced
662	Modera Wealth Management Westwood, New Jersey	$11.6M	+$100K	3	0.15%	Increased
663	AMBIA Allen Mooney & Barnes Investment Advisors Thomasville, Georgia	$11.6M	-$67K	3	1.97%	Reduced
664	AAIM American Assets Investment Management San Diego, California	$11.6M	$0	2	1.01%	Maintained
665	AE Wealth Management Topeka, Kansas	$11.5M	+$286K	3	0.1%	Increased
666	SCA Snowden Capital Advisors New York	$11.4M	+$127K	4	0.34%	Increased
667	MLL Moody Lynn & Lieberson Boston, Massachusetts	$11.4M	-$35.6K	3	0.7%	Reduced
668	Jump Financial Chicago, Illinois	$11.4M	+$6.85M	3	0.23%	Increased
669	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$11.3M	-$19.9K	3	0.1%	Reduced
670	PTEAP Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland	$11.2M	$0	1	8.64%	Maintained
671	Thompson Siegel & Walmsley Richmond, Virginia	$11.2M	+$2.79K	3	0.17%	Increased
672	CCB Country Club Bank Kansas City, Missouri	$11.2M	-$1.1M	1	0.75%	Reduced
673	CX Institutional Auburn, Indiana	$11.2M	+$7.22M	3	0.5%	Increased
674	SWP Strategic Wealth Partners Independence, Ohio	$11.2M	+$430K	1	1.08%	Increased
675	Metis Global Partners San Diego, California	$11.2M	-$212K	3	0.35%	Reduced