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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
701	CC Cipher Capital New York	$6.9M	-$8.03M	4	0.83%	Reduced
702	Wellington Shields Capital Management New York	$6.89M	-$111K	3	0.92%	Reduced
703	AC Athanor Capital New York	$6.88M	+$6.03M	2	0.16%	New
704	Hendershot Investments Centreville, Virginia	$6.85M	-$5.91M	2	1.74%	Reduced
705	ARS Adirondack Retirement Specialists Queensbury, New York	$6.84M	+$6.3M	1	6.01%	New
706	Murphy Capital Management Bedminster, New Jersey	$6.84M	-$121K	3	0.91%	Reduced
707	Ashfield Capital Partners San Francisco, California	$6.82M	-$369K	3	0.55%	Reduced
708	IMA Advisory Services Denver, Colorado	$6.82M	+$38.2K	3	1.91%	Increased
709	Cigna Investments Bloomfield, Connecticut	$6.81M	+$463K	3	0.53%	Increased
710	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$6.81M	-$22.1K	1	2.55%	Reduced
711	JCA Jade Capital Advisors Essex Fells, New Jersey	$6.79M	+$1.4M	1	5.01%	Increased
712	Williams Jones Wealth Management New York	$6.78M	-$896K	2	0.11%	Reduced
713	Valeo Financial Advisors Carmel, Indiana	$6.77M	+$5.62M	4	0.35%	Increased
714	Kestra Private Wealth Services Austin, Texas	$6.72M	-$288K	3	0.5%	Reduced
715	FourThought Financial Venice, Florida	$6.72M	+$6.45M	4	1.07%	New
716	Live Oak Private Wealth Wilmington, North Carolina	$6.64M	+$383K	1	1.86%	Increased
717	RWA Ropes Wealth Advisors Boston, Massachusetts	$6.59M	-$52.3K	3	1.02%	Reduced
718	M MOTCO San Antonio, Texas	$6.59M	+$157K	3	0.48%	Increased
719	FCM Firsthand Capital Management San Jose, California	$6.58M	$0	1	1.79%	Maintained
720	Davidson Kempner Capital Management New York	$6.58M	+$5M	1	0.08%	New
721	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$6.58M	+$5.52M	2	0.62%	Increased
722	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$6.58M	+$20.1K	2	2.02%	Increased
723	Corient Capital Partners Newport Beach, California	$6.56M	-$326K	3	0.66%	Reduced
724	FVCM F&V Capital Management Boca Raton, Florida	$6.55M	+$2.06M	1	2.83%	Increased
725	JWBC J.W. Burns & Co Dewitt, New York	$6.55M	+$80.9K	1	1.17%	Increased