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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
1526	RWM RKL Wealth Management Lancaster, Pennsylvania	$3.46M	-$166K	2	0.28%	Reduced
1527	CTC Cetera Trust Company St. Paul, Minnesota	$3.46M	$0	4	1.74%	Maintained
1528	SCM Silvant Capital Management Atlanta, Georgia	$3.45M	$0	2	0.1%	Maintained
1529	AlTi Global New York	$3.43M	+$219K	2	0.07%	Increased
1530	SOS Silver Oak Securities Jackson, Tennessee	$3.42M	-$1.94M	3	0.21%	Reduced
1531	WBWA William B. Walkup & Associates Columbia, South Carolina	$3.42M	+$21.3K	1	1.65%	Increased
1532	Procyon Advisors Shelton, Connecticut	$3.41M	-$175K	2	0.15%	Reduced
1533	TCBWMS Texas Capital Bank Wealth Management Services Dallas, Texas	$3.41M	-$94.6K	4	0.18%	Reduced
1534	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$3.4M	+$623K	1	0.04%	Increased
1535	AWM Aprio Wealth Management Atlanta, Georgia	$3.39M	+$85.2K	3	0.17%	Increased
1536	WFA Wellspring Financial Advisors Cleveland, Ohio	$3.39M	-$266K	2	0.22%	Reduced
1537	SL Salomon & Ludwin Richmond, Virginia	$3.39M	-$375K	7	0.28%	Reduced
1538	TGAM TBH Global Asset Management Brentwood, Tennessee	$3.38M	-$101K	2	0.62%	Reduced
1539	IIL Insight Inv LLC El Segundo, California	$3.38M	+$5.32K	1	1.59%	Increased
1540	CIG Consolidated Investment Group Englewood, Colorado	$3.38M	+$642K	1	0.29%	Increased
1541	LAM Lakewood Asset Management Naperville, Illinois	$3.37M	+$169K	1	1.85%	Increased
1542	Marex Group London,	$3.37M	+$1.11M	4	0.01%	Increased
1543	WAS Winch Advisory Services Appleton, Wisconsin	$3.36M	+$15.1K	4	0.7%	Increased
1544	BWP Balboa Wealth Partners Scottsdale, Arizona	$3.36M	-$386K	4	0.46%	Reduced
1545	ZBNA Zions Bancorporation, National Association Salt Lake City, Utah	$3.36M	-$1.53M	6	0.2%	Reduced
1546	Jensen Investment Management Lake Oswego, Oregon	$3.34M	-$3.85K	1	0.08%	Reduced
1547	BFO Boston Family Office Boston, Massachusetts	$3.34M	-$316K	1	0.2%	Reduced
1548	QI Qtron Investments Boston, Massachusetts	$3.34M	-$141K	3	0.45%	Reduced
1549	IIM Ipswich Investment Management Beverly, Massachusetts	$3.33M	-$81.6K	2	0.7%	Reduced
1550	Aspiriant LLC Los Angeles, California	$3.33M	+$88.9K	2	0.08%	Increased