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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
901	LWMM Legacy Wealth Management (Mississippi) Ridgeland, Mississippi	$10.3M	-$434K	2	2.64%	Reduced
902	MA Mutual Advisors Omaha, Nebraska	$10.3M	+$298K	3	0.19%	Increased
903	BCM Birmingham Capital Management Birmingham, Alabama	$10.3M	$0	3	3.91%	Maintained
904	Savvy Advisors Inc New York	$10.2M	+$1.34M	3	0.22%	Increased
905	EML Eos Management LP New York	$10.2M	-$4.59M	2	4.03%	Reduced
906	Banque Pictet & Cie Geneva 73, Switzerland	$10.2M	-$984K	3	0.06%	Reduced
907	AG Ascent Group Virginia Beach, Virginia	$10.1M	+$1.46M	3	0.3%	Increased
908	RA Riverstone Advisors New Braunfels, Texas	$10.1M	+$38.1K	1	4.21%	Increased
909	FDP Financiere des Professionnels Montreal, Quebec, Canada	$10.1M	-$561K	1	0.57%	Reduced
910	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$10.1M	+$91.2K	4	0.6%	Increased
911	LSA L & S Advisors Los Angeles, California	$10.1M	-$5.78M	2	1.04%	Reduced
912	MIG McGuire Investment Group Wakefield, Rhode Island	$10.1M	-$49.1K	2	0.88%	Reduced
913	AWA Arete Wealth Advisors Chicago, Illinois	$10M	+$328K	1	0.66%	Increased
914	Wealthspire Advisors (New York) New York	$10M	+$1.92M	3	0.06%	Increased
915	AP Appleton Partners Boston, Massachusetts	$9.98M	+$433K	3	0.61%	Increased
916	PM Phraction Management Colchester, Connecticut	$9.98M	-$1.14M	2	1.68%	Reduced
917	SummitTX Capital Fort Worth, Texas	$9.97M	-$17.6M	3	0.26%	Reduced
918	Ghisallo Capital Management Boston, Massachusetts	$9.97M	-$24.2M	1	0.2%	Reduced
919	BIG Builder Investment Group Atlanta, Georgia	$9.95M	+$183	2	1.97%	Increased
920	PAM Pegasus Asset Management Montebello, New York	$9.95M	+$70.2K	1	2.83%	Increased
921	WAM Werlinich Asset Management Stamford, Connecticut	$9.93M	+$227K	4	3.79%	Increased
922	RiverFront Investment Group Richmond, Virginia	$9.88M	+$3.86M	4	0.13%	Increased
923	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$9.87M	-$164K	3	3%	Reduced
924	ALPS Advisors Denver, Colorado	$9.84M	+$4.88M	3	0.05%	Increased
925	NHT New Hampshire Trust Concord, New Hampshire	$9.82M	-$100K	2	1.85%	Reduced