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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
1326	DSI Daiwa SB Investments Tokyo, Japan	$794K	-$5.38K	1	0.14%	Reduced
1327	B BancorpSouth Tupelo, Mississippi	$792K	-$119K	1	0.09%	Reduced
1328	UR USCA RIA Houston, Texas	$792K	+$68.9K	2	0.21%	Increased
1329	BDF Balasa Dinverno & Foltz	$774K	-$40.2K	2	0.11%	Reduced
1330	BTNA Bremer Trust National Association St. Cloud, Minnesota	$773K	+$49.7K	1	0.25%	Increased
1331	HCM Hutchinson Capital Management San Rafael, California	$771K	$0	1	0.24%	Maintained
1332	DTL Dynamic Technology Lab Singapore	$764K	+$452K	2	0.33%	Increased
1333	BAM Brave Asset Management Summit, New Jersey	$762K	-$56K	2	0.53%	Reduced
1334	CC Capital Counsel New York	$760K	$0	1	0.04%	Maintained
1335	Obermeyer Wealth Partners Aspen, Colorado	$759K	$0	1	0.06%	Maintained
1336	SignatureFD Atlanta, Georgia	$755K	+$30.2K	4	0.18%	Increased
1337	LA Lau Associates Greenville, Delaware	$751K	-$35.6K	1	0.72%	Reduced
1338	PL Parkwood LLC Cleveland, Ohio	$751K	+$746K	1	0.09%	New
1339	VFA Voya Financial Advisors Windsor, Connecticut	$751K	+$750K	1	0.15%	New
1340	BO BRR OpCo Columbus, Ohio	$750K	-$33.5K	1	0.31%	Reduced
1341	EP Wealth Advisors Torrance, California	$748K	+$125K	2	0.14%	Increased
1342	STI Susquehanna Trust & Investment Lititz, Pennsylvania	$745K	$0	1	0.16%	Maintained
1343	AR Advisory Research Chicago, Illinois	$733K	-$1.34K	1	0.01%	Reduced
1344	DLHL Donald L. Hagan LLC Sarasota, Florida	$733K	+$233K	1	0.73%	Increased
1345	Eastern Bank Boston, Massachusetts	$726K	+$9.04K	1	0.06%	Increased
1346	Wealthfront Palo Alto, California	$726K	+$147K	5	0.03%	Increased
1347	FFSOTS Fiduciary Financial Services of The Southwest Dallas, Texas	$716K	$0	1	0.21%	Maintained
1348	RAM Redmond Asset Management Henrico, Virginia	$715K	-$12.9K	1	0.36%	Reduced
1349	POA Pergamon Offshore Advisors New York	$710K	-$389K	1	0.69%	Reduced
1350	Atria Investments Charlotte, North Carolina	$709K	-$491K	2	0.08%	Reduced