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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	Williams Jones Wealth Management New York	$7.73M	+$384K	2	0.12%	Increased
702	Cadence Bank Tupelo, Mississippi	$7.71M	-$6.5K	1	1.17%	Reduced
703	SAI Systematic Alpha Investments Princeton, New Jersey	$7.67M	+$1.28M	1	0.49%	Increased
704	FourThought Financial Venice, Florida	$7.63M	+$391K	4	1.1%	Increased
705	ARS Adirondack Retirement Specialists Queensbury, New York	$7.61M	-$115K	1	7.8%	Reduced
706	Advisor Partners Walnut Creek, California	$7.59M	-$297K	3	0.54%	Reduced
707	Cigna Investments Bloomfield, Connecticut	$7.52M	+$190K	3	0.52%	Increased
708	MMG Monetary Management Group St Louis, Missouri	$7.52M	-$442K	4	2.37%	Reduced
709	Alyeska Investment Group Chicago, Illinois	$7.42M	+$2.73M	1	0.1%	Increased
710	M MOTCO San Antonio, Texas	$7.42M	+$327K	3	0.52%	Increased
711	DSC Duncker Streett & Co St. Louis, Missouri	$7.41M	-$109K	2	1.41%	Reduced
712	Corient Capital Partners Newport Beach, California	$7.4M	+$322K	3	0.63%	Increased
713	Valeo Financial Advisors Carmel, Indiana	$7.38M	-$1.62M	4	0.34%	Reduced
714	Institutional & Family Asset Management Fort Collins, Colorado	$7.34M	-$344K	3	1.42%	Reduced
715	Ashfield Capital Partners San Francisco, California	$7.28M	-$52.8K	3	0.58%	Reduced
716	Murphy Capital Management Bedminster, New Jersey	$7.26M	-$97.4K	3	0.91%	Reduced
717	RWA Ropes Wealth Advisors Boston, Massachusetts	$7.21M	-$449K	3	1.27%	Reduced
718	CIA Covington Investment Advisors Ligonier, Pennsylvania	$7.21M	+$309K	2	1.74%	Increased
719	Segment Wealth Management Houston, Texas	$7.21M	+$237K	2	0.96%	Increased
720	JWBC J.W. Burns & Co Dewitt, New York	$7.21M	+$124K	1	1.21%	Increased
721	Wealthfront Advisers Palo Alto, California	$7.19M	+$1.21M	3	0.04%	Increased
722	GCC Game Creek Capital Boston, Massachusetts	$7.18M	+$773K	3	4.03%	Increased
723	American Assets Investment Management San Diego, California	$7.17M	+$4.52M	2	0.99%	Increased
724	FVCM F&V Capital Management Boca Raton, Florida	$7.15M	+$68.1K	1	2.67%	Increased
725	Ledyard National Bank	$7.15M	+$5.12M	2	0.77%	Increased