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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
1026	PTB Pioneer Trust Bank Salem, Oregon	$7.93M	+$869K	1	1.8%	Increased
1027	NME Notis-McConarty Edward	$7.91M	-$245K	1	3.42%	Reduced
1028	LA Lifeworks Advisors Grand Rapids, Michigan	$7.9M	+$2.57M	1	0.83%	Increased
1029	CreativeOne Wealth Overland Park, Kansas	$7.88M	-$5.09M	3	0.17%	Reduced
1030	RWM Rench Wealth Management Denton, Texas	$7.86M	-$45.8K	1	2.11%	Reduced
1031	SHGA Sand Hill Global Advisors Palo Alto, California	$7.86M	+$6.77M	1	0.24%	Increased
1032	SCA Stokes Capital Advisors Greenwood, South Carolina	$7.85M	+$65K	3	1.68%	Increased
1033	SIM Studio Investment Management Chicago, Illinois	$7.84M	-$163K	2	1.32%	Reduced
1034	GC Grizzlyrock Capital Chicago, Illinois	$7.83M	-$1.31M	1	5.48%	Reduced
1035	MAM Mystic Asset Management Warwick, Rhode Island	$7.83M	-$6.42K	1	1.67%	Reduced
1036	IFG Advisory Atlanta, Georgia	$7.82M	+$7.6M	5	0.27%	Increased
1037	YLHM Yelin Lapidot Holdings Management Tel Aviv, Israel	$7.8M	$0	1	1.48%	Maintained
1038	DA Dillon & Associates Jackson, Michigan	$7.77M	+$20.2K	1	0.95%	Increased
1039	QIM Quantitative Investment Management Charlottesville, Virginia	$7.77M	-$6.64M	3	0.85%	Reduced
1040	MMG Monetary Management Group St Louis, Missouri	$7.76M	-$421K	4	1.59%	Reduced
1041	Sowell Financial Services North Little Rock, Arkansas	$7.76M	-$55.4K	5	0.25%	Reduced
1042	ACM Argyle Capital Management Center Valley, Pennsylvania	$7.75M	-$78.9K	1	2.23%	Reduced
1043	Azimuth Capital Investment Management Bloomfield Hills, Michigan	$7.75M	-$96.3K	1	0.26%	Reduced
1044	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$7.74M	-$130K	3	0.4%	Reduced
1045	WSCM Wellington Shields Capital Management New York	$7.74M	+$1.59M	3	0.98%	Increased
1046	AOI Auto-Owners Insurance Lansing, Michigan	$7.72M	-$2.64M	1	0.17%	Reduced
1047	GIA Gladstone Institutional Advisory Palm Beach Gardens, Florida	$7.71M	-$204K	3	0.24%	Reduced
1048	CAIM Catherine Avery Investment Management Longboat Key, Florida	$7.7M	+$4.64M	3	3.36%	Increased
1049	Longaeva Partners Chicago, Illinois	$7.7M	+$1.72M	2	0.17%	Increased
1050	KIA Kraematon Investment Advisors Braintree, Massachusetts	$7.69M	-$11.5K	2	5.73%	Reduced