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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
1151	NSUP NLB Skladi upravljanje premozenja Ljubljana,	$6.45M	+$550K	1	0.24%	Increased
1152	CWG Cornerstone Wealth Group Huntersville, North Carolina	$6.43M	+$4.39M	3	0.38%	Increased
1153	EW Elyxium Wealth San Mateo, California	$6.43M	+$3.79M	3	0.68%	Increased
1154	HAM Harmony Asset Management Scottsdale, Arizona	$6.43M	+$137K	2	1.73%	Increased
1155	CB Community Bank Dewitt, New York	$6.42M	-$136K	3	0.69%	Reduced
1156	TCW Group Los Angeles, California	$6.4M	+$114K	3	0.04%	Increased
1157	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$6.39M	-$19.6K	4	0.34%	Reduced
1158	Maven Securities St Helier, Jersey	$6.39M	+$1.32M	1	0.13%	Increased
1159	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$6.39M	+$23K	4	0.31%	Increased
1160	ESB Essex Savings Bank Essex, Connecticut	$6.37M	-$26.5K	3	1.38%	Reduced
1161	BCFS Butensky & Cohen Financial Security Ponte Vedra Beach, Florida	$6.36M	-$57.4K	1	1.57%	Reduced
1162	PDL Portfolio Design Labs Encino, California	$6.36M	+$1.66M	2	1.04%	Increased
1163	Great Valley Advisor Group Wilmington, Delaware	$6.34M	+$138K	4	0.1%	Increased
1164	LCM Legato Capital Management San Francisco, California	$6.33M	-$4.53M	3	0.52%	Reduced
1165	AWM Arista Wealth Management Las Vegas, Nevada	$6.33M	+$77.6K	2	0.68%	Increased
1166	TMC Themes Management Co Greenwich, Connecticut	$6.32M	-$398K	3	4.19%	Reduced
1167	AFP Ausdal Financial Partners Davenport, Iowa	$6.32M	+$418K	2	0.25%	Increased
1168	CAM Cypress Asset Management Houston, Texas	$6.3M	+$194K	2	1.23%	Increased
1169	BCM Brasada Capital Management Houston, Texas	$6.3M	+$128K	1	1.13%	Increased
1170	S SimplyRich Carlsbad, California	$6.29M	+$11M	3	1.47%	Increased
1171	CHC City Holding Co Charleston, West Virginia	$6.27M	+$181K	3	0.71%	Increased
1172	IA IFC Advisors Los Angeles, California	$6.26M	-$222K	1	0.8%	Reduced
1173	HCM Huber Capital Management El Segundo, California	$6.26M	$0	1	0.92%	Maintained
1174	OWM Orca Wealth Management New Port Richey, Florida	$6.25M	$0	1	3.75%	Maintained
1175	SSI Scott & Selber Inc Houston, Texas	$6.24M	-$2.02K	1	1.32%	Reduced