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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	GAM Gould Asset Management Claremont, California	$332K	+$14.6K	1	0.17%	Increased
1527	Stonehage Fleming Financial Services St. Helier, Jersey	$332K	$0	1	0.04%	Maintained
1528	AAM Aureus Asset Management Boston, Massachusetts	$330K	$0	1	0.07%	Maintained
1529	W Wealthquest Cincinnati, Ohio	$330K	$0	1	0.48%	Maintained
1530	LC Lourd Capital Beverly Hills, California	$327K	+$6.31K	1	0.03%	Increased
1531	PMFA Plante Moran Financial Advisors Southfield, Michigan	$326K	+$5.71K	3	0.23%	Increased
1532	MFW Meristem Family Wealth Minnetonka, Minnesota	$323K	-$73	1	0.14%	Reduced
1533	AT Acadia Trust Portland, Maine	$319K	-$3.45K	1	0.12%	Reduced
1534	Hillsdale Investment Management Toronto, Ontario, Canada	$317K	-$9K	1	0.1%	Reduced
1535	SLG Stanley-Laman Group Berwyn, Pennsylvania	$317K	$0	1	0.06%	Maintained
1536	EPP ETF Portfolio Partners Leawood, Kansas	$316K	+$319K	1	0.28%	New
1537	MSR Main Street Research Lakeville, Connecticut	$313K	+$73.1K	1	0.06%	Increased
1538	PAA Peregrine Asset Advisers Portland, Oregon	$313K	$0	1	0.23%	Maintained
1539	AWM AllSquare Wealth Management Albany, New York	$311K	$0	1	0.29%	Maintained
1540	SA Strategic Advisors New York	$311K	-$19.4K	1	0.2%	Reduced
1541	TFA Transamerica Financial Advisors St. Petersburg, Florida	$311K	+$2.2K	5	0.02%	Increased
1542	CIM Calvert Investment Management Bethesda, Maryland	$307K	-$28.1K	1	0.01%	Reduced
1543	BA BKS Advisors Southfield, Michigan	$306K	-$52.5K	1	0.15%	Reduced
1544	MAM Marquette Asset Management Minneapolis, Minnesota	$305K	-$48.9K	1	0.12%	Reduced
1545	CPO Cerity Partners OCIO New York	$303K	$0	1	0.03%	Maintained
1546	Brandes Investment Partners La Jolla, California	$302K	+$257K	1	0%	New
1547	MC Mathes Company New York	$301K	$0	1	0.16%	Maintained
1548	Rockefeller Financial Services New York	$300K	-$21.5K	1	0.01%	Reduced
1549	SLA Silver Lake Advisory Cottonwood Heights, Utah	$300K	+$367	1	0.24%	Increased
1550	PL Parthenon LLC Louisville, Kentucky	$298K	+$40.6K	1	0.08%	Increased