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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
1726	EPW Evolve Private Wealth Los Angeles, California	$2.66M	-$1.14M	6	0.16%	Reduced
1727	ICP Interchange Capital Partners Pittsburgh, Pennsylvania	$2.65M	+$373K	2	0.5%	Increased
1728	OAM Occidental Asset Management Burlingame, California	$2.65M	+$1.7M	2	0.26%	Increased
1729	OFS OMC Financial Services Dewitt, New York	$2.64M	+$1.8M	1	0.88%	Increased
1730	Fred Alger Management New York	$2.64M	-$11.6M	2	0.01%	Reduced
1731	CA CGN Advisors Manhattan, Kansas	$2.64M	+$93.9K	1	0.19%	Increased
1732	ACM Allred Capital Management Dallas, Texas	$2.64M	-$13.2K	2	0.87%	Reduced
1733	MBTD Mechanics Bank - Trust Department Walnut Creek, California	$2.63M	-$122K	2	0.33%	Reduced
1734	WTA Washington Trust Advisors Wellesley, Massachusetts	$2.63M	+$958K	3	0.2%	Increased
1735	UBG United Bank (Georgia) Zebulon, Georgia	$2.61M	+$58.1K	1	0.79%	Increased
1736	SJL Shayne & Jacobs LLC Nashville, Tennessee	$2.61M	$0	1	0.77%	Maintained
1737	BA Bridgewater Advisors New York	$2.61M	-$7.04K	3	0.14%	Reduced
1738	DTC Davidson Trust Company Seattle, Washington	$2.6M	+$4.95K	1	1.02%	Increased
1739	APWM Argonautica Private Wealth Management Wellesley, Massachusetts	$2.6M	-$83.3K	1	0.64%	Reduced
1740	Potomac Fund Management Miami, Florida	$2.6M	+$6.11K	2	0.07%	Increased
1741	AWM Adams Wealth Management Logan, Utah	$2.6M	+$687K	1	0.5%	Increased
1742	IAS IMA Advisory Services Denver, Colorado	$2.6M	+$637K	5	0.16%	Increased
1743	NAS NWF Advisory Services Los Angeles, California	$2.59M	+$79.7K	3	0.24%	Increased
1744	CWP Concord Wealth Partners Abingdon, Virginia	$2.59M	-$128K	3	0.3%	Reduced
1745	Kayne Anderson Rudnick Investment Management Los Angeles, California	$2.58M	+$206K	3	0.01%	Increased
1746	CAM Covenant Asset Management Chester, New Jersey	$2.58M	-$178K	2	0.43%	Reduced
1747	CCP Cane Capital Partners Saint Francisville, Louisiana	$2.57M	+$2.53M	2	1.02%	Increased
1748	IWA IVC Wealth Advisors Silverdale, Pennsylvania	$2.57M	+$13.6K	2	1%	Increased
1749	MM Meridian Management Little Rock, Arkansas	$2.56M	$0	2	0.58%	Maintained
1750	WWA WCG Wealth Advisors Las Vegas, Nevada	$2.56M	-$1.77M	1	0.06%	Reduced