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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
926	MP McDonald Partners Cleveland, Ohio	$9.81M	-$802K	4	2.38%	Reduced
927	EIA Eastover Investment Advisors Charlotte, North Carolina	$9.8M	-$191K	1	3.86%	Reduced
928	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$9.76M	+$3.62M	4	0.44%	Increased
929	OneDigital Investment Advisors Overland Park, Kansas	$9.74M	+$587K	4	0.08%	Increased
930	VA VestGen Advisors Inverness, Illinois	$9.67M	+$202K	3	0.28%	Increased
931	Ballentine Partners Waltham, Massachusetts	$9.67M	+$1.25M	4	0.12%	Increased
932	WDA Wendell David Associates Portsmouth, New Hampshire	$9.66M	$0	3	1.02%	Maintained
933	AC AXQ Capital Jersey City, New Jersey	$9.65M	+$6.27M	5	1.05%	Increased
934	Fifth Third Wealth Advisors Cincinnati, Ohio	$9.63M	+$459K	5	0.27%	Increased
935	PFA Perryman Financial Advisory Dallas, Texas	$9.58M	+$476K	1	1.27%	Increased
936	CWA Asset Management Group Naples, Florida	$9.56M	-$78.4K	3	0.29%	Reduced
937	HWA HCR Wealth Advisors Los Angeles, California	$9.55M	+$3.38M	3	0.85%	Increased
938	VWA Visionary Wealth Advisors O'fallon, Illinois	$9.52M	+$315K	1	0.38%	Increased
939	KA KLCM Advisors Milwaukee, Wisconsin	$9.52M	-$646K	2	0.75%	Reduced
940	MIRAE ASSET SECURITIES (USA) INC. New York	$9.51M	+$9.19M	1	0.27%	New
941	SFM Systematic Financial Management Teaneck, New Jersey	$9.5M	+$2.04M	2	0.19%	Increased
942	IA Integrity Alliance Urbandale, Iowa	$9.48M	+$2.17M	4	0.3%	Increased
943	Castleark Management Chicago, Illinois	$9.48M	-$554K	1	0.26%	Reduced
944	MPPLM Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin	$9.45M	+$390K	2	1.85%	Increased
945	TW TritonPoint Wealth Chevy Chase, Maryland	$9.44M	-$346K	2	0.93%	Reduced
946	PG Patten Group Chattanooga, Tennessee	$9.44M	+$346K	3	1.47%	Increased
947	EP Edgestream Partners Princeton, New Jersey	$9.44M	+$1.11M	5	0.28%	Increased
948	Grimes & Company Westborough, Massachusetts	$9.43M	+$44.3K	3	0.2%	Increased
949	OQS Occudo Quantitative Strategies Fort Lauderdale, Florida	$9.4M	-$5.1M	5	0.5%	Reduced
950	BWP Burling Wealth Partners Chicago, Illinois	$9.37M	+$112K	2	1.37%	Increased