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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
1301	GCM Gables Capital Management Miami, Florida	$4.97M	+$1.63M	5	1.79%	Increased
1302	HBWM Hollow Brook Wealth Management Katonah, New York	$4.97M	+$2.51K	1	0.99%	Increased
1303	DSC Duncker Streett & Co St. Louis, Missouri	$4.95M	-$222K	4	0.84%	Reduced
1304	Magnetar Financial Evanston, Illinois	$4.94M	+$3.11M	4	0.05%	Increased
1305	WAAG Wealth Alliance Advisory Group Wichita, Kansas	$4.94M	+$537K	1	0.72%	Increased
1306	SAMC Spectrum Asset Management (California) Newport Beach, California	$4.94M	-$739K	2	1.37%	Reduced
1307	SageView Advisory Group Newport Beach, California	$4.94M	-$871K	4	0.16%	Reduced
1308	CSUI Cincinnati Specialty Underwriters Insurance Fairfield, Ohio	$4.93M	$0	1	1.1%	Maintained
1309	Soros Fund Management New York	$4.92M	-$353K	1	0.06%	Reduced
1310	Horizon Kinetics Asset Management New York	$4.92M	-$246K	2	0.06%	Reduced
1311	TCA Trifecta Capital Advisors Northbrook, Illinois	$4.92M	+$25.2K	5	0.63%	Increased
1312	TWP Tyche Wealth Partners Plano, Texas	$4.91M	+$597K	3	0.69%	Increased
1313	Mather Group Chicago, Illinois	$4.9M	+$427K	4	0.04%	Increased
1314	AIMC Alley Investment Management Company Lake Forest, Illinois	$4.9M	-$179K	1	0.57%	Reduced
1315	Belpointe Asset Management Reno, Nevada	$4.89M	-$169K	4	0.16%	Reduced
1316	LD Lipe & Dalton Syracuse, New York	$4.89M	-$77K	1	2.27%	Reduced
1317	Douglass Winthrop Advisors New York	$4.89M	+$1.87M	3	0.08%	Increased
1318	PMA Prudent Man Advisors Naperville, Illinois	$4.86M	+$658K	3	1.11%	Increased
1319	SM Sciencast Management Princeton, New Jersey	$4.86M	-$2.36M	3	1.01%	Reduced
1320	TC Truvestments Capital Sarasota, Florida	$4.86M	+$382K	5	0.72%	Increased
1321	WIM Westside Investment Management Santa Monica, California	$4.85M	+$2.45K	5	0.64%	Increased
1322	Centiva Capital New York	$4.83M	+$4.35M	5	0.04%	Increased
1323	IA IAM Advisory Easton, Pennsylvania	$4.82M	+$31.9K	3	0.94%	Increased
1324	BCP Blue Chip Partners Farmington Hills, Michigan	$4.82M	+$316K	2	0.3%	Increased
1325	Fideuram Asset Management (Ireland) Dublin 1,	$4.81M	+$2.78M	4	0.09%	Increased