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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
1851	CCG Chatham Capital Group Savannah, Georgia	$287K	+$22.9K	1	0.08%	Increased
1852	Evergreen Capital Management Bellevue, Washington	$287K	+$1.88K	1	0.03%	Increased
1853	FGAM Financial Gravity Asset Management Lakeway, Texas	$287K	+$34.9K	6	0.27%	Increased
1854	HA Harbor Advisors West Palm Beach, Florida	$287K	$0	1	0.09%	Maintained
1855	LJAC L.J. Altfest & Co New York	$287K	-$12.3K	1	0.11%	Reduced
1856	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$287K	-$4.62K	1	0.28%	Reduced
1857	IC Intersect Capital San Ramon, California	$285K	+$25.4K	1	0.14%	Increased
1858	HS Horan Securities Cincinnati, United States	$283K	$0	2	0.27%	Maintained
1859	PIA Pinion Investment Advisors Wichita, Kansas	$283K	+$9.92K	1	0.55%	Increased
1860	BWM BigSur Wealth Management Miami, Florida	$282K	$0	1	0.21%	Maintained
1861	IGGA Iron Gate Global Advisors Nsl, Utah	$281K	-$1.32M	2	0.21%	Reduced
1862	PL Parthenon LLC Louisville, Kentucky	$281K	$0	1	0.06%	Maintained
1863	ED Exane Derivatives Paris, France	$280K	+$277K	2	0.05%	Increased
1864	Westwood Holdings Group Dallas, Texas	$280K	$0	1	0%	Maintained
1865	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$278K	-$17.4K	1	0.02%	Reduced
1866	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$278K	+$1.64K	1	0.05%	Increased
1867	BA BKS Advisors Southfield, Michigan	$277K	-$12.5K	1	0.1%	Reduced
1868	TG TLP Group Evanston, Illinois	$277K	-$70.3K	4	0.42%	Reduced
1869	Aspiriant LLC Los Angeles, California	$275K	+$274K	1	0.02%	New
1870	CL CIM LLC Albany, New York	$274K	+$8.61K	1	0.1%	Increased
1871	WA WealthTrust-Arizona Scottsdale, Arizona	$274K	+$37.8K	4	0.14%	Increased
1872	CRWM Castle Rock Wealth Management Walnut Creek, California	$272K	+$292K	1	0.37%	New
1873	PGA Premia Global Advisors Coral Gables, Florida	$272K	-$221K	1	0.36%	Reduced
1874	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$270K	+$17.5K	3	0.07%	Increased
1875	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$270K	+$397K	1	0.09%	Increased