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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
776	ST Somerset Trust Somerset, Pennsylvania	$7.42M	+$72.7K	2	3.04%	Increased
777	GWM Graybill Wealth Management Elmhurst, Illinois	$7.41M	+$55.1K	1	3.01%	Increased
778	BL BCWM LLC Overland Park, Kansas	$7.41M	+$244K	1	2.67%	Increased
779	SWA SFMG Wealth Advisors Plano, Texas	$7.41M	+$16.6K	2	0.64%	Increased
780	GECH Garnet Equity Capital Holdings New York	$7.4M	+$3.71M	1	4.11%	Increased
781	MMG Monetary Management Group St Louis, Missouri	$7.39M	+$145K	4	1.95%	Increased
782	KNW Kesler Norman & Wride Ogden, Utah	$7.39M	-$505K	2	1.57%	Reduced
783	CRC Catawba River Capital Lake Wylie, South Carolina	$7.37M	+$131K	1	4.46%	Increased
784	Investment Management Corp of Ontario (IMCO) Toronto, Canada	$7.37M	+$3.41M	3	0.2%	Increased
785	SignatureFD Atlanta, Georgia	$7.34M	-$93.3K	8	0.15%	Reduced
786	NRS Neville Rodie & Shaw New York	$7.34M	-$67.7K	1	0.56%	Reduced
787	ACM Aljian Capital Management Carson City, Nevada	$7.33M	+$173K	3	2.43%	Increased
788	GTS Securities Miami, Florida	$7.3M	+$1.29M	3	0.02%	Increased
789	UCI Uncommon Cents Investing Janesville, Wisconsin	$7.3M	+$35.7K	2	2.29%	Increased
790	OPCM Osborne Partners Capital Management San Francisco, California	$7.28M	-$83.1K	2	0.44%	Reduced
791	MGIA Matthew Goff Investment Advisor Houston, Texas	$7.28M	+$1.16M	1	1.49%	Increased
792	Horizon Investments Charlotte, North Carolina	$7.27M	+$119K	4	0.2%	Increased
793	TD Private Client Wealth New York	$7.26M	-$180K	5	0.23%	Reduced
794	Allworth Financial Folsom, California	$7.23M	+$389K	7	0.05%	Increased
795	YIA YHB Investment Advisors West Hartford, Connecticut	$7.19M	-$69.2K	2	0.62%	Reduced
796	LWMM Legacy Wealth Management (Mississippi) Ridgeland, Mississippi	$7.18M	-$66K	2	3.03%	Reduced
797	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$7.17M	-$41.6K	1	0.71%	Reduced
798	KFBMI Kentucky Farm Bureau Mutual Insurance Louisville, Kentucky	$7.17M	$0	2	1.63%	Maintained
799	XTX Topco George Town, Cayman Islands	$7.16M	+$5.09M	5	0.61%	Increased
800	Cincinnati Financial Corp Fairfield, Ohio	$7.13M	$0	1	0.15%	Maintained