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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
2051	Kestra Investment Management Austin, Texas	$1.69M	+$812K	3	0.03%	Increased
2052	AA Armis Advisers Atlanta, Georgia	$1.69M	+$322K	3	0.15%	Increased
2053	VSQM V-Square Quantitative Management Chicago, Illinois	$1.69M	+$125K	3	0.16%	Increased
2054	CASB Cape Ann Savings Bank Glocuster, Massachusetts	$1.69M	-$54.1K	1	0.79%	Reduced
2055	BFW Brady Family Wealth Saint Louis, Missouri	$1.69M	+$272K	2	0.49%	Increased
2056	RRA Round Rock Advisors Wilton, Connecticut	$1.68M	+$31.6K	2	0.22%	Increased
2057	VC Veracity Capital Atlanta, Georgia	$1.68M	+$242K	3	0.45%	Increased
2058	CF Concorde Financial Dallas, Texas	$1.68M	+$33.5K	1	1.35%	Increased
2059	CNBOF City National Bank of Florida Miami, Florida	$1.67M	+$315K	2	0.7%	Increased
2060	BCM Boltwood Capital Management Walnut Creek, California	$1.67M	+$20.2K	1	0.38%	Increased
2061	SF Sun Financial Midvale, Utah	$1.67M	+$1.27M	1	0.79%	Increased
2062	FCMA Foresight Capital Management Advisors Saline, Michigan	$1.67M	+$198K	1	0.81%	Increased
2063	SWMP Signature Wealth Management Partners Montvale, New Jersey	$1.67M	-$138K	1	0.78%	Reduced
2064	HNWAG High Net Worth Advisory Group Naples, Florida	$1.67M	+$29.2K	2	0.35%	Increased
2065	MCA Millennium Capital Advisors Little Rock, Arkansas	$1.66M	+$106K	1	0.91%	Increased
2066	SAM Strategy Asset Managers Pasadena, California	$1.66M	-$41.8K	2	0.25%	Reduced
2067	SVCP Silicon Valley Capital Partners San Jose, California	$1.66M	+$802K	1	0.13%	Increased
2068	Simon Quick Advisors Morristown, New Jersey	$1.65M	-$208K	2	0.07%	Reduced
2069	BNA BankChampaign National Association Champaign, Illinois	$1.65M	-$148K	3	1.27%	Reduced
2070	EWM EPG Wealth Management Atlanta, Georgia	$1.65M	-$42.2K	2	0.4%	Reduced
2071	HCP Holt Capital Partners Fort Worth, Texas	$1.65M	+$13.3K	2	0.19%	Increased
2072	CCM Corsair Capital Management New York	$1.65M	$0	2	0.21%	Maintained
2073	MCM Mendel Capital Management Little Rock, Arkansas	$1.65M	$0	2	0.74%	Maintained
2074	LBC Leigh Baldwin & Co Cazenovia, New York	$1.64M	-$917	1	0.88%	Reduced
2075	MAP Moody Aldrich Partners Marblehead, Massachusetts	$1.64M	-$723K	1	0.29%	Reduced