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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	SAM Security Asset Management New York	$400K	$0	1	0.26%	Maintained
1852	EGA E&G Advisors Houston, Texas	$399K	-$616K	1	0.18%	Reduced
1853	EAM Evanson Asset Management Carmel, California	$398K	+$12.1K	1	0.08%	Increased
1854	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$398K	+$228	2	0.2%	Increased
1855	CWA Asset Management Group Naples, Florida	$396K	+$41.7K	1	0.08%	Increased
1856	NFG Nations Financial Group Cedar Rapids, Iowa	$394K	+$41K	1	0.27%	Increased
1857	BO BRR OpCo Columbus, Ohio	$393K	+$48.3K	1	0.07%	Increased
1858	PRC Pearl River Capital Niles, Michigan	$392K	+$392K	5	0.97%	New
1859	CP Coho Partners Berwyn, Pennsylvania	$391K	-$608	1	0.01%	Reduced
1860	ZCM Zebra Capital Management Stamford, Connecticut	$389K	$0	1	0.21%	Maintained
1861	AIM Avity Investment Management Greenwich, Connecticut	$388K	$0	1	0.05%	Maintained
1862	SHGA Sand Hill Global Advisors Palo Alto, California	$388K	+$1.67K	1	0.04%	Increased
1863	BIA BHK Investment Advisors Birmingham, Alabama	$386K	+$3.95K	1	0.23%	Increased
1864	PTC Petrus Trust Company Dallas, Texas	$384K	-$19.6K	1	0.07%	Reduced
1865	NIC Northwest Investment Counselors Lake Oswego, Oregon	$383K	$0	1	0.15%	Maintained
1866	KC Knuff & Co Foster City, California	$382K	+$30.2K	1	0.29%	Increased
1867	Anchor Capital Advisors Boston, Massachusetts	$381K	-$241K	1	0.01%	Reduced
1868	AB Atlas Brown Louisville, Kentucky	$379K	+$52.3K	1	0.27%	Increased
1869	EPP ETF Portfolio Partners Leawood, Kansas	$379K	$0	1	0.23%	Maintained
1870	WCG Weaver Consulting Group Huntington Beach, California	$379K	+$356K	3	0.11%	New
1871	Brookstone Capital Management Wheaton, Illinois	$377K	-$12.6K	1	0.02%	Reduced
1872	FBC Fairfield, Bush & Co Darien, Connecticut	$377K	-$24.2K	1	0.13%	Reduced
1873	WAG Winthrop Advisory Group Boston, Massachusetts	$377K	+$83.8K	1	0.17%	Increased
1874	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$376K	-$19.4K	7	0.06%	Reduced
1875	BFC Bedel Financial Consulting Indianapolis, Indiana	$373K	+$154	4	0.24%	Increased