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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
1051	CFSG Clark Financial Services Group Chesterfield, Missouri	$7.69M	+$137K	2	3.63%	Increased
1052	Apella Capital West Hartford, Connecticut	$7.69M	+$357K	3	0.11%	Increased
1053	Vise Technologies New York	$7.66M	-$3.6M	4	0.09%	Reduced
1054	EIM Essex Investment Management Boston, Massachusetts	$7.66M	-$319K	1	1%	Reduced
1055	AMI Amica Mutual Insurance Providence, Rhode Island	$7.64M	-$817K	2	0.64%	Reduced
1056	Independent Financial Group San Diego, California	$7.62M	+$304K	4	0.14%	Increased
1057	RFA Register Financial Advisors Atlanta, Georgia	$7.61M	+$1.26M	3	2.33%	Increased
1058	OFA Oak Family Advisors Chicago, Illinois	$7.6M	+$271K	1	1.94%	Increased
1059	CCC Cincinnati Casualty Company Fairfield, Ohio	$7.59M	$0	1	4.03%	Maintained
1060	CCT Chemung Canal Trust Elmira, New York	$7.58M	+$31.5K	1	1.4%	Increased
1061	SCM Spring Capital Management Amarillo, Texas	$7.57M	+$113K	1	3.69%	Increased
1062	TCM Twin Capital Management Mcmurray, Pennsylvania	$7.57M	+$714K	4	0.83%	Increased
1063	Tema ETFs New York	$7.57M	+$800K	3	0.24%	Increased
1064	VIS Vega Investment Solutions Paris, France	$7.56M	-$156K	1	1.07%	Reduced
1065	SC Syon Capital San Francisco, California	$7.55M	+$411K	5	0.33%	Increased
1066	SW StrongBox Wealth Lee's Summit, Missouri	$7.55M	-$480K	2	2.15%	Reduced
1067	NP Nilsine Partners Greenwood Village, Colorado	$7.55M	+$2.06M	2	0.52%	Increased
1068	CCC Chelsea Counsel Company Los Angeles, California	$7.53M	-$329K	3	3.19%	Reduced
1069	VCP Verus Capital Partners Scottsdale, Arizona	$7.52M	-$13.2K	2	0.41%	Reduced
1070	BIP Bouvel Investment Partners Phoenixville, Pennsylvania	$7.52M	-$39.1K	2	1.7%	Reduced
1071	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$7.5M	+$164K	1	1.17%	Increased
1072	RC Roubaix Capital Denver, Colorado	$7.49M	-$2.95M	1	2.69%	Reduced
1073	MA MONECO Advisors Fairfield, Connecticut	$7.48M	+$2.2M	3	0.46%	Increased
1074	EW Evexia Wealth Stevens Point, Wisconsin	$7.48M	+$137K	1	2.02%	Increased
1075	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$7.48M	+$227K	1	0.65%	Increased