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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	SCA Samson Capital Advisors New York	$587K	$0	2	0.26%	Maintained
1327	HCM Hutchinson Capital Management San Rafael, California	$585K	$0	1	0.19%	Maintained
1328	BO BRR OpCo Columbus, Ohio	$583K	+$14K	1	0.25%	Increased
1329	HT HighTower Trust Houston, Texas	$583K	$0	1	0.1%	Maintained
1330	Buckingham Strategic Wealth Clayton, Missouri	$573K	-$8.99K	1	0.2%	Reduced
1331	SC Sasco Capital Fairfield, Connecticut	$572K	+$77.8K	1	0.01%	Increased
1332	CBU CIBC Bank USA Chicago, Illinois	$571K	-$232K	1	0.1%	Reduced
1333	Prospera Financial Services Dallas, Texas	$568K	+$172K	2	0.14%	Increased
1334	SWM SVA Wealth Management Madison, Wisconsin	$566K	+$23.9K	2	0.11%	Increased
1335	CPIM Columbia Partners Investment Management Alexandria, Virginia	$565K	+$622K	1	0.04%	New
1336	I2I Insight 2811 Inc Chicago, Illinois	$562K	+$46.1K	1	0.33%	Increased
1337	AT Argent Trust San Antonio, Texas	$558K	-$332K	2	0.63%	Reduced
1338	WPC White Pine Capital Bloomington, Minnesota	$554K	-$4.92K	1	0.26%	Reduced
1339	Rockefeller Financial Services New York	$546K	+$336K	1	0.01%	Increased
1340	CPP Crow Point Partners Boston, Massachusetts	$543K	-$6.7K	1	0.08%	Reduced
1341	Obermeyer Wealth Partners Aspen, Colorado	$543K	-$36.8K	1	0.06%	Reduced
1342	VFA Voya Financial Advisors Windsor, Connecticut	$543K	-$565K	1	0.1%	Reduced
1343	Waldron Private Wealth Bridgeville, Pennsylvania	$537K	+$69.4K	2	0.23%	Increased
1344	BBNB Baker Boyer National Bank Walla Walla, Washington	$528K	-$822K	1	2.57%	Reduced
1345	TCI Wealth Advisors Tucson, Arizona	$526K	+$253K	2	0.32%	Increased
1346	FPFS First Personal Financial Services Charlotte, North Carolina	$524K	-$2.58K	3	0.31%	Reduced
1347	DTL Dynamic Technology Lab Singapore	$520K	-$235K	1	0.18%	Reduced
1348	GCA Gideon Capital Advisors New York	$518K	-$4.79M	1	0.3%	Reduced
1349	Quadrant Capital Group Cincinnati, Ohio	$518K	-$31.9K	3	0.36%	Reduced
1350	JCM Janney Capital Management Pittsburgh, Pennsylvania	$517K	-$18.5K	1	0.02%	Reduced