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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	Nomura Holdings Tokyo, Japan	$13M	-$1.22M	3	0.03%	Reduced
677	DAC Dividend Assets Capital Ridgeland, South Carolina	$13M	+$1.07M	2	2.35%	Increased
678	SW SVB Wealth Boston, Massachusetts	$12.9M	+$6.79M	3	0.69%	Increased
679	KFP KMG Fiduciary Partners Toledo, Ohio	$12.9M	+$132K	2	0.96%	Increased
680	Meridian Wealth Management Lexington, Kentucky	$12.9M	+$29.1K	3	0.55%	Increased
681	SIG Sky Investment Group Hartford, Connecticut	$12.8M	+$658K	3	2.25%	Increased
682	SC Soundwatch Capital Rowayton, Connecticut	$12.8M	+$12.6M	1	2.18%	New
683	AMBIA Allen Mooney & Barnes Investment Advisors Thomasville, Georgia	$12.8M	+$82.1K	3	2.11%	Increased
684	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$12.7M	+$193K	6	3.58%	Increased
685	NRG Nemes Rush Group Novi, Michigan	$12.7M	-$969K	3	1.38%	Reduced
686	AHB Abner Herrman & Brock Jersey City, New Jersey	$12.7M	+$605K	1	1.42%	Increased
687	Perigon Wealth Management San Francisco, California	$12.7M	-$286K	3	0.3%	Reduced
688	LBC Lowe Brockenbrough & Co Richmond, Virginia	$12.6M	-$315K	3	0.71%	Reduced
689	World Investment Advisors Santa Barbara, California	$12.6M	-$4.56M	4	0.29%	Reduced
690	BCM Bourgeon Capital Management Darien, Connecticut	$12.5M	+$26K	1	2.47%	Increased
691	NewEdge Wealth Pittsburgh, Pennsylvania	$12.5M	+$1.16M	5	0.2%	Increased
692	RIG Renaissance Investment Group Lenox, Massachusetts	$12.5M	-$15.2K	1	2.71%	Reduced
693	Greenleaf Trust Kalamazoo, Michigan	$12.4M	-$2.57M	3	0.11%	Reduced
694	ACM Aljian Capital Management Carson City, Nevada	$12.4M	+$563K	3	2.73%	Increased
695	SC Saybrook Capital Winston Salem, North Carolina	$12.4M	-$66.6K	1	3.5%	Reduced
696	First Merchants Corp Muncie, Indiana	$12.4M	-$919K	3	0.48%	Reduced
697	Phoenix Financial Givatayim, Israel	$12.4M	+$10.7M	2	0.16%	Increased
698	Ashton Thomas Private Wealth Scottsdale, Arizona	$12.3M	+$444K	3	0.43%	Increased
699	Tudor Investment Corp Stamford, Connecticut	$12.3M	+$12.1M	3	0.03%	New
700	JB Capital Wethersfield, Connecticut	$12.3M	-$27.7K	1	0.6%	Reduced