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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
2101	SAM Summit Asset Management Memphis, Tennessee	$282K	-$4.98K	1	0.13%	Reduced
2102	EIA Edgemoor Investment Advisors Bethesda, Maryland	$280K	-$4.23K	1	0.03%	Reduced
2103	RSS Rosenblum Silverman Sutton San Francisco, California	$279K	+$269K	1	0.11%	New
2104	HIS Harvest Investment Services Oakbrook Terrace, Illinois	$276K	+$278K	1	0.14%	New
2105	PNAA Pictet North America Advisors Geneva 73, Switzerland	$275K	+$52.7K	1	0.04%	Increased
2106	AIM Aspen Investment Management Grand Rapids, Michigan	$273K	$0	1	0.18%	Maintained
2107	HPWM Highland Private Wealth Management Bellevue, Washington	$273K	+$35.2K	1	0.08%	Increased
2108	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$273K	$0	1	0.19%	Maintained
2109	Pathstone Family Office Englewood, New Jersey	$272K	+$28K	3	0.04%	Increased
2110	IWS Insight Wealth Strategies San Ramon, California	$271K	+$266K	1	0.06%	New
2111	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$271K	$0	1	0.01%	Maintained
2112	AIM Advantage Investment Management Cedar Rapids, Iowa	$269K	+$72.5K	3	0.21%	Increased
2113	BMA Brooks Moore & Associates Chattanooga, Tennessee	$268K	$0	1	0.23%	Maintained
2114	IPW Inlet Private Wealth Jupiter, Florida	$268K	+$259K	1	0.1%	New
2115	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$266K	-$415	1	0.03%	Reduced
2116	NA Navellier & Associates Reno, Nevada	$266K	+$1.06K	1	0.04%	Increased
2117	GAG GM Advisory Group Melville, New York	$265K	$0	1	0.08%	Maintained
2118	JF JSF Financial Los Angeles, California	$265K	-$6.64K	1	0.29%	Reduced
2119	Wealthspire Advisors (New York) New York	$264K	+$255K	1	0.02%	New
2120	SSA South Street Advisors New York	$262K	$0	1	0.08%	Maintained
2121	WA Winfield Associates Cleveland, Ohio	$262K	$0	1	0.13%	Maintained
2122	PTC Petrus Trust Company Dallas, Texas	$261K	+$263K	1	0.05%	New
2123	Avidian Wealth Enterprises Houston, Texas	$258K	+$243K	1	0.04%	New
2124	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$258K	-$15.9K	1	0.16%	Reduced
2125	JSL JT Stratford LLC Gainesville, Georgia	$257K	+$249K	1	0.14%	New