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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
1276	CPA Capital Planning Advisors Roseville, California	$839K	+$156K	1	0.45%	Increased
1277	Geneos Wealth Management Englewood, Colorado	$833K	+$466K	4	0.11%	Increased
1278	CBN Cadence Bank NA Houston, Texas	$830K	-$130K	1	0.37%	Reduced
1279	EML Eos Management LP New York	$829K	$0	1	0.53%	Maintained
1280	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$820K	+$6.5K	2	1.05%	Increased
1281	AHC Anderson Hoagland & Co St Louis, Missouri	$820K	$0	1	0.47%	Maintained
1282	RG Renaissance Group Covington, Kentucky	$819K	+$41.6K	1	0.03%	Increased
1283	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$818K	-$60.6K	2	0.74%	Reduced
1284	SPC Stewart & Patten Company Lafayette, California	$816K	-$8.22K	1	0.16%	Reduced
1285	LFM Lumina Fund Management New York	$813K	$0	1	0.09%	Maintained
1286	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$812K	+$80.2K	2	0.19%	Increased
1287	PIM Platinum Investment Management Sydney Australia 2000, Australia	$812K	$0	1	0.02%	Maintained
1288	MCM Manchester Capital Management Manchester, Vermont	$811K	-$70.2K	2	0.12%	Reduced
1289	CP Camelot Portfolios Maumee, Ohio	$809K	-$40.8K	1	0.43%	Reduced
1290	Heritage Wealth Advisors Richmond, Virginia	$809K	+$149K	1	0.56%	Increased
1291	WGCA Wolf Group Capital Advisors Fairfax, Virginia	$797K	+$607K	1	0.56%	Increased
1292	NB Nicolet Bankshares Green Bay, Wisconsin	$796K	-$91.3K	1	0.46%	Reduced
1293	LA Lucus Advisors New York	$794K	+$721K	2	0.68%	New
1294	FFC First Financial Corp Terre Haute, Indiana	$791K	-$118K	2	0.47%	Reduced
1295	Brighton Jones LLC Seattle, Washington	$790K	-$53.2K	1	0.13%	Reduced
1296	Sequoia Financial Advisors Akron, Ohio	$783K	-$21.2K	2	0.15%	Reduced
1297	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$776K	$0	1	0.16%	Maintained
1298	LWM LBA Wealth Management Jacksonville, Florida	$771K	+$3.32K	3	0.43%	Increased
1299	ECAM East Coast Asset Management Essex, Massachusetts	$769K	$0	1	0.4%	Maintained
1300	MIC Meridian Investment Counsel Lafayette, California	$767K	$0	1	0.52%	Maintained