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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
1426	NAM NTV Asset Management Charleston, West Virginia	$4.11M	-$32.8K	2	0.4%	Reduced
1427	LTAS Linden Thomas Advisory Services Charlotte, North Carolina	$4.1M	+$297K	3	0.33%	Increased
1428	MPPW Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma	$4.08M	+$57.8K	3	1.5%	Increased
1429	RS R Squared Central, Hong Kong	$4.08M	+$3.32M	3	2.14%	Increased
1430	RT Rockland Trust Hanover, Massachusetts	$4.08M	-$244K	2	0.16%	Reduced
1431	EC Enhancing Capital Harrisburg, Pennsylvania	$4.07M	$0	2	2.8%	Maintained
1432	VWM VCI Wealth Management St Louis, Missouri	$4.07M	+$1.11M	1	1.02%	Increased
1433	HJIM Henry James International Management New York	$4.06M	-$832	1	1.22%	Reduced
1434	WAOTB Wealth Advisors of Tampa Bay Tampa, Florida	$4.06M	-$729K	1	1.24%	Reduced
1435	BIA Beacon Investment Advisors Gaithersburg, Maryland	$4.06M	+$1.5K	2	1.28%	Increased
1436	WHC Wulff, Hansen & Co San Rafael, California	$4.05M	+$18.3K	1	3.1%	Increased
1437	ADL Asset Dedication LLC San Francisco, California	$4.05M	-$168K	5	0.25%	Reduced
1438	RWA River Wealth Advisors Camp Hill, Pennsylvania	$4.04M	-$20.6K	2	0.42%	Reduced
1439	CWM Centric Wealth Management Chicago, Illinois	$4.04M	$0	1	0.63%	Maintained
1440	TCM Topline Capital Management Santa Monica, California	$4.03M	+$4.38M	1	1.05%	New
1441	ODE O'Domhnaill Enterprises Cody, Wyoming	$4.02M	+$592K	2	3.21%	Increased
1442	FMI Frec Markets Inc San Francisco, California	$4.02M	+$1.07M	4	0.36%	Increased
1443	CAC Core Alternative Capital Peachtree Corners, Georgia	$4M	-$384K	4	1.2%	Reduced
1444	EL Essex LLC Deer Park, Illinois	$3.98M	-$679K	1	0.6%	Reduced
1445	Employees Retirement System of Texas Austin, Texas	$3.98M	+$3.55M	5	0.03%	Increased
1446	LCM Landscape Capital Management Englewood, New Jersey	$3.97M	-$8.96M	3	0.26%	Reduced
1447	OPW Oxler Private Wealth Rye Brook, New York	$3.97M	+$1.68K	2	1.13%	Increased
1448	DC DeDora Capital Napa, California	$3.97M	-$14.9K	1	0.86%	Reduced
1449	CI Cigna Investments Bloomfield, Connecticut	$3.96M	-$9.99K	4	0.51%	Reduced
1450	FFL Future Fund LLC Chicago, Illinois	$3.95M	+$1.7M	1	1.13%	Increased