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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	Kestra Private Wealth Services Austin, Texas	$8.84M	+$95.8K	3	0.54%	Increased
677	KCP KDI Capital Partners Raleigh, North Carolina	$8.83M	-$32.1K	1	2.91%	Reduced
678	CB Cadence Bank Tupelo, Mississippi	$8.7M	+$186K	1	1.26%	Increased
679	FCM Firsthand Capital Management San Jose, California	$8.69M	$0	1	2.18%	Maintained
680	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$8.64M	+$8.16M	1	1.95%	Increased
681	GFG Greystone Financial Group Bloomfield Hills, Michigan	$8.61M	+$44.5K	1	2.14%	Increased
682	Bailard Foster City, California	$8.58M	+$26.4K	3	0.3%	Increased
683	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$8.55M	-$3.17M	3	0.41%	Reduced
684	Kornitzer Capital Management Shawnee Mission, Kansas	$8.5M	+$1.68M	4	0.13%	Increased
685	TD Private Client Wealth New York	$8.48M	+$1.05M	4	0.36%	Increased
686	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$8.48M	+$1.44M	1	0.39%	Increased
687	CCP Corient Capital Partners Newport Beach, California	$8.45M	+$273K	3	0.62%	Increased
688	SCM SIR Capital Management New York	$8.43M	+$8.2M	1	1.25%	New
689	RIA RPG Investment Advisory Pleasanton, California	$8.32M	-$5.58M	2	1.36%	Reduced
690	BEAM Baker Ellis Asset Management Vancouver, Washington	$8.31M	+$790K	2	1.63%	Increased
691	MMG Monetary Management Group St Louis, Missouri	$8.28M	-$326K	4	2.49%	Reduced
692	FA FDx Advisors Chicago, Illinois	$8.23M	+$1.25M	3	0.27%	Increased
693	SWM Segment Wealth Management Houston, Texas	$8.23M	+$260K	2	0.98%	Increased
694	CHAM Clear Harbor Asset Management Stamford, Connecticut	$8.18M	-$569K	2	0.99%	Reduced
695	FF FourThought Financial Venice, Florida	$8.17M	-$39.2K	4	1.09%	Reduced
696	Tudor Investment Corp Stamford, Connecticut	$8.12M	-$7.82M	3	0.15%	Reduced
697	MCM Murphy Capital Management Bedminster, New Jersey	$8.11M	+$97K	3	0.93%	Increased
698	WAM Winslow Asset Management Beachwood, Ohio	$8.08M	-$3.16M	1	1.51%	Reduced
699	PCM Prelude Capital Management New York	$8.08M	+$477K	6	0.24%	Increased
700	M MOTCO San Antonio, Texas	$8.03M	+$114K	3	0.53%	Increased