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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
1101	PMIA Patrick Mauro Investment Advisor Oak Brook, Illinois	$7.11M	+$6.87M	1	3.57%	New
1102	LAM LOM Asset Management Hamilton,	$7.1M	+$1.25M	3	1.84%	Increased
1103	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$7.1M	-$1.11M	3	0.19%	Reduced
1104	SP SIH Partners Wilmington, Delaware	$7.1M	+$7.05M	1	0.04%	Increased
1105	NAMP NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania	$7.09M	+$188K	3	1.34%	Increased
1106	MCC Malaga Cove Capital Pv Estates, California	$7.08M	+$86.1K	2	2.25%	Increased
1107	Bridges Investment Management Omaha, Nebraska	$7.08M	+$967	2	0.09%	Increased
1108	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$7.04M	-$23.7K	2	1.04%	Reduced
1109	Birch Hill Investment Advisors Boston, Massachusetts	$7.01M	-$4.04K	1	0.28%	Reduced
1110	Montag & Associates Atlanta, Georgia	$7M	-$45.2K	6	0.3%	Reduced
1111	ET Equitable Trust Nashville, Tennessee	$6.97M	+$299K	3	0.29%	Increased
1112	SW SVB Wealth Boston, Massachusetts	$6.97M	-$1.49M	2	0.44%	Reduced
1113	CWM Compass Wealth Management Guilford, Connecticut	$6.96M	+$620K	2	1.32%	Increased
1114	First Citizens Bank & Trust Raleigh, North Carolina	$6.92M	+$69.6K	5	0.1%	Increased
1115	DA DCM Advisors New York	$6.91M	+$169K	1	2.73%	Increased
1116	BCM Brookmont Capital Management Dallas, Texas	$6.88M	-$31.3K	2	3.69%	Reduced
1117	AF Advisornet Financial Minnetonka, Minnesota	$6.84M	-$139K	8	0.31%	Reduced
1118	CWM Chronos Wealth Management Clearwater, Florida	$6.82M	+$7.34K	1	3.03%	Increased
1119	ERWM Elk River Wealth Management Denver, Colorado	$6.82M	-$663K	2	1.09%	Reduced
1120	OCM Osterweis Capital Management San Francisco, California	$6.8M	-$21.5M	3	0.32%	Reduced
1121	LA Lynch & Associates Newburgh, Indiana	$6.78M	-$57.2K	1	1.18%	Reduced
1122	1SB 1ST Source Bank South Bend, Indiana	$6.76M	-$150K	4	0.31%	Reduced
1123	AWA Aaron Wealth Advisors Chicago, Illinois	$6.76M	+$301K	3	0.34%	Increased
1124	Forvis Mazars Wealth Advisors Springfield, Missouri	$6.75M	+$509K	2	0.11%	Increased
1125	FC Fusion Capital Mt. Pleasant, South Carolina	$6.73M	+$4.7M	2	1.56%	Increased