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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	ST Sabal Trust St. Petersburg, Florida	$766K	+$5.24K	1	0.08%	Increased
1302	Signature Estate & Investment Advisors Los Angeles, California	$764K	+$344K	1	0.11%	Increased
1303	CAM CG Asset Management New York	$762K	-$92.2K	1	0.28%	Reduced
1304	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$756K	-$118K	1	0.32%	Reduced
1305	Atria Investments Charlotte, North Carolina	$754K	+$236K	2	0.07%	Increased
1306	BCM Brown Capital Management Baltimore, Maryland	$754K	-$43K	1	0.01%	Reduced
1307	MRCM M&R Capital Management Summit, New Jersey	$753K	-$5.13K	4	0.21%	Reduced
1308	BWM Biltmore Wealth Management Tempe, Arizona	$750K	-$648K	1	0.67%	Reduced
1309	1CM 1492 Capital Management Milwaukee, Wisconsin	$749K	-$2.3M	1	0.61%	Reduced
1310	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$748K	+$776K	1	0.32%	New
1311	CPA Court Place Advisors Ellicott City, Maryland	$744K	+$21K	1	0.41%	Increased
1312	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$740K	$0	2	0.16%	Maintained
1313	SRC Stone Run Capital New York	$737K	$0	1	0.46%	Maintained
1314	Prospera Financial Services Dallas, Texas	$733K	-$54.8K	2	0.15%	Reduced
1315	CTI Community Trust & Investment Versailles, Kentucky	$732K	$0	1	0.09%	Maintained
1316	BWM BerganKDV Wealth Management Bloomington, Minnesota	$731K	+$65.5K	1	0.25%	Increased
1317	F.L. Putnam Investment Management Lynnfield, Massachusetts	$727K	+$125K	2	0.08%	Increased
1318	BPGAM BTG Pactual Global Asset Management Hamilton, Bermuda	$726K	+$762K	1	0.46%	New
1319	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$724K	-$99.2K	1	0.45%	Reduced
1320	ESBC E.S. Barr & Co Lexington, Kentucky	$724K	-$218K	1	0.09%	Reduced
1321	DW Domani Wealth Lancaster, Pennsylvania	$721K	-$44.4K	1	0.27%	Reduced
1322	NewEdge Advisors New Orleans, Louisiana	$721K	-$1.46M	1	0.23%	Reduced
1323	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$720K	$0	1	0.55%	Maintained
1324	FAM Formidable Asset Management Cincinnati, Ohio	$718K	+$6.83K	1	0.36%	Increased
1325	NAM Nichols Asset Management Sudbury, Massachusetts	$718K	$0	1	1.34%	Maintained