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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
976	AAMA Advanced Asset Management Advisors Dublin, Ohio	$8.87M	$0	1	2.34%	Maintained
977	Robertson Stephens Wealth Management San Francisco, California	$8.87M	+$44.3K	2	0.22%	Increased
978	Ameritas Investment Partners Lincoln, Nebraska	$8.86M	-$916K	7	0.24%	Reduced
979	GP Guardian Partners Toronto, Canada	$8.85M	-$1.87M	2	0.8%	Reduced
980	BL BCWM LLC Overland Park, Kansas	$8.85M	+$2.38M	1	2.59%	Increased
981	Caisse Des Depots Et Consignations Paris, France	$8.83M	-$3.91M	2	0.15%	Reduced
982	SLT St Louis Trust Saint Louis, Missouri	$8.81M	$0	1	1.01%	Maintained
983	CX Institutional Auburn, Indiana	$8.78M	-$71.9K	5	0.25%	Reduced
984	ABN AMRO Bank Amsterdam, Netherlands	$8.75M	-$241K	2	0.11%	Reduced
985	BHWM Bellars Harris Wealth Management Virginia Beach, Virginia	$8.74M	+$8.45M	1	1.78%	New
986	SB Simmons Bank Pine Bluff, Arkansas	$8.74M	+$342K	3	0.5%	Increased
987	MCC Money Concepts Capital Palm Beach Gardens, Florida	$8.72M	+$7.08M	2	0.4%	Increased
988	Vest Financial Mclean, Virginia	$8.69M	+$137K	2	0.09%	Increased
989	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$8.68M	+$40K	1	0.42%	Increased
990	PTC Private Trust Company Cleveland, Ohio	$8.66M	-$138K	6	0.69%	Reduced
991	MFG Monte Financial Group Guilford, Connecticut	$8.65M	+$220K	1	2.77%	Increased
992	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$8.62M	+$654K	3	0.51%	Increased
993	GWM Graybill Wealth Management Elmhurst, Illinois	$8.57M	+$122K	1	2.31%	Increased
994	Sigma Planning Corp Ann Arbor, Michigan	$8.54M	-$921K	4	0.22%	Reduced
995	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$8.54M	-$874K	3	4.53%	Reduced
996	EG Ellerson Group Annapolis, Maryland	$8.54M	+$239K	4	5.04%	Increased
997	STAS Strong Tower Advisory Services Minneapolis, Minnesota	$8.53M	-$45.1K	2	1.53%	Reduced
998	Chicago Partners Investment Group Chicago, Illinois	$8.52M	+$3.14M	5	0.17%	Increased
999	Stratos Wealth Partners Beachwood, Ohio	$8.5M	-$7.77M	3	0.09%	Reduced
1000	TW Titan Wealth St Peter Port,	$8.49M	+$1.49M	1	3.15%	Increased