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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
676	GG Greenwood Gearhart Fayetteville, Arkansas	$6.21M	-$175K	1	2.53%	Reduced
677	CIC Cutler Investment Counsel Jacksonville, Oregon	$6.21M	+$20.9K	1	1.6%	Increased
678	SIG Sky Investment Group Hartford, Connecticut	$6.19M	-$28.4K	1	2.87%	Reduced
679	PMG ProVise Management Group Clearwater, Florida	$6.19M	+$14.6K	2	1.05%	Increased
680	DIA Davidson Investment Advisors Great Falls, Montana	$6.17M	+$35.9K	1	0.88%	Increased
681	Tokio Marine Asset Management Tokyo, Japan	$6.15M	+$2.18M	2	0.71%	Increased
682	CC Cipher Capital New York	$6.14M	+$3.43M	2	0.41%	Increased
683	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$6.07M	-$841K	4	0.84%	Reduced
684	CA CapWealth Advisors Franklin, Tennessee	$6.03M	+$128K	1	1.3%	Increased
685	Nippon Life Insurance Tokyo, Japan	$6.01M	+$69K	2	0.12%	Increased
686	MassMutual Private Wealth & Trust Windsor, Connecticut	$5.97M	+$5.87M	3	0.73%	New
687	CC Cannell & Co New York	$5.94M	-$394K	1	0.21%	Reduced
688	JAFL Jay A. Fishman Ltd Troy, Michigan	$5.93M	+$8.75K	1	1.46%	Increased
689	WSCM Wellington Shields Capital Management New York	$5.92M	-$429K	3	0.98%	Reduced
690	Bragg Financial Advisors Charlotte, North Carolina	$5.9M	+$112K	1	0.97%	Increased
691	PWM Patriot Wealth Management Houston, Texas	$5.89M	-$17.5K	1	1.11%	Reduced
692	CTA Colonial Trust Advisors Spartanburg, South Carolina	$5.86M	-$137K	1	1.89%	Reduced
693	UMB Bank Kansas City, Missouri	$5.82M	+$881K	1	0.21%	Increased
694	MSL Mackay Shields LLC New York	$5.82M	-$3.71M	1	0.28%	Reduced
695	Stratos Wealth Partners Beachwood, Ohio	$5.8M	+$948K	3	0.36%	Increased
696	WC Whitney & Co Rochester, New York	$5.8M	+$248K	2	2.18%	Increased
697	Spot Trading Chicago, Illinois	$5.79M	+$4.98M	2	0.14%	Increased
698	Everett Harris & Co Los Angeles, California	$5.72M	+$339K	2	0.2%	Increased
699	USS Investment Management London, United Kingdom	$5.7M	-$465K	1	0.09%	Reduced
700	RBA Richard Bernstein Advisors New York	$5.63M	$0	1	0.47%	Maintained