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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	LIA LS Investment Advisors Bloomfield Hills, Michigan	$12.7M	-$391K	1	1.78%	Reduced
777	SWA SFMG Wealth Advisors Plano, Texas	$12.6M	+$47.4K	2	0.88%	Increased
778	Principal Securities Des Moines, Iowa	$12.6M	+$337K	8	0.21%	Increased
779	MCM Mattern Capital Management Lakewood, Colorado	$12.6M	-$242K	2	1.48%	Reduced
780	Farther Finance Advisors San Francisco, California	$12.6M	+$1.81M	9	0.19%	Increased
781	ST Somerset Trust Somerset, Pennsylvania	$12.6M	+$92.2K	2	3.88%	Increased
782	RWM Rockline Wealth Management Plainview, New York	$12.6M	+$4.72M	5	2.6%	Increased
783	SC Searle & Co Greenwich, Connecticut	$12.5M	+$4.19K	3	3.32%	Increased
784	HIS Harvest Investment Services Oakbrook Terrace, Illinois	$12.5M	+$1.04M	2	2.52%	Increased
785	AWCI Alpine Woods Capital Investors Purchase, New York	$12.5M	+$313K	2	2.91%	Increased
786	HH Hilltop Holdings Dallas, Texas	$12.5M	+$3.38M	4	0.66%	Increased
787	Ritholtz Wealth Management New York	$12.4M	+$2.22M	4	0.24%	Increased
788	MGIA Matthew Goff Investment Advisor Houston, Texas	$12.4M	-$19.7K	1	2.12%	Reduced
789	LOPW Live Oak Private Wealth Wilmington, North Carolina	$12.4M	+$108K	2	1.73%	Increased
790	AGA Altrinsic Global Advisors Stamford, Connecticut	$12.3M	-$176K	1	0.46%	Reduced
791	Bailard Foster City, California	$12.3M	-$265K	3	0.27%	Reduced
792	SWK Stephen W. Kidder	$12.2M	-$793K	1	3.5%	Reduced
793	Freestone Capital Holdings Seattle, Washington	$12.2M	+$711K	3	0.37%	Increased
794	Quadrant Capital Group Cincinnati, Ohio	$12.2M	+$200K	9	0.4%	Increased
795	Tokio Marine Asset Management Tokyo, Japan	$12.1M	+$735K	3	0.43%	Increased
796	TCM Tufton Capital Management Hunt Valley, Maryland	$12.1M	+$27.5K	1	2.15%	Increased
797	BFA Benedict Financial Advisors Atlanta, Georgia	$12M	-$272K	1	2.6%	Reduced
798	Ameritas Investment Partners Lincoln, Nebraska	$12M	+$955K	7	0.37%	Increased
799	FCMT Founders Capital Management (Texas) Houston, Texas	$12M	-$10.6K	2	6.34%	Reduced
800	GAB German American Bancorp Jasper, Indiana	$11.9M	+$1.27M	2	1.05%	Increased