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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
851	Diversified Trust Memphis, Tennessee	$10.3M	-$268K	3	0.21%	Reduced
852	HCM Huber Capital Management El Segundo, California	$10.3M	-$1.36M	2	1.63%	Reduced
853	Greenleaf Trust Kalamazoo, Michigan	$10.3M	-$3.92M	5	0.09%	Reduced
854	VA VestGen Advisors Inverness, Illinois	$10.3M	+$1.94M	3	0.34%	Increased
855	NHT New Hampshire Trust Concord, New Hampshire	$10.3M	-$56.7K	2	1.98%	Reduced
856	SW Solidarity Wealth Lehi, Utah	$10.2M	+$281K	1	2.2%	Increased
857	MCG McCollum Christoferson Group Amherst, New York	$10.2M	+$2.34M	2	2.93%	Increased
858	JHCP Jackson Hole Capital Partners Tulsa, Oklahoma	$10.2M	-$135K	2	1.75%	Reduced
859	ERWM Elk River Wealth Management Denver, Colorado	$10.2M	-$48.4K	2	1.64%	Reduced
860	LI Leeward Investments Boston, Massachusetts	$10.2M	-$330K	1	0.52%	Reduced
861	BL BCWM LLC Overland Park, Kansas	$10.2M	-$1.09M	1	3.05%	Reduced
862	CBA Coastal Bridge Advisors Westport, Connecticut	$10.1M	+$171K	2	0.76%	Increased
863	RMC Resources Management Corp West Hartford, Connecticut	$10.1M	-$177K	4	1.3%	Reduced
864	Quantbot Technologies New York	$10.1M	-$7.49M	5	0.27%	Reduced
865	Pure Financial Advisors San Diego, California	$10.1M	-$166K	3	0.16%	Reduced
866	OAM Oak Asset Management Westlake Village, California	$10.1M	-$644K	1	3.44%	Reduced
867	GWMR GC Wealth Management RIA Cambridge, Massachusetts	$10M	+$4.75M	6	0.33%	Increased
868	YC Yarbrough Capital Franklin, Tennessee	$10M	$0	1	0.31%	Maintained
869	OPCM Osborne Partners Capital Management San Francisco, California	$10M	+$333K	2	0.51%	Increased
870	SCP Shorepoint Capital Partners Norwood, Massachusetts	$10M	+$9.27M	1	1.99%	New
871	CAIM Catherine Avery Investment Management Longboat Key, Florida	$9.94M	+$158K	3	6.4%	Increased
872	PA PFG Advisors Phoenix, Arizona	$9.93M	+$696K	2	0.41%	Increased
873	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$9.91M	-$516K	3	3.2%	Reduced
874	HH HWG Holdings Houston, Texas	$9.86M	+$3.41M	1	2.5%	Increased
875	FM Foster & Motley Cincinnati, Ohio	$9.85M	+$14.1K	2	0.53%	Increased