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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
2301	CI Corient IA Miami, Florida	$1.24M	$0	3	1.14%	Maintained
2302	FCT First Community Trust Dubuque, Iowa	$1.24M	+$74.7K	3	0.56%	Increased
2303	AIS AM Investment Strategies Chattanooga, Tennessee	$1.24M	+$890K	2	0.24%	Increased
2304	VWM Vertrix Wealth Management Troy, Michigan	$1.23M	+$983K	2	0.42%	Increased
2305	SWM Segment Wealth Management Houston, Texas	$1.23M	-$11.1K	3	0.06%	Reduced
2306	BW Basepoint Wealth Cedar Rapids, Iowa	$1.23M	-$19.7K	3	0.71%	Reduced
2307	OMIC Old Mission Investment Co Traverse City, Michigan	$1.23M	-$4.58K	2	0.26%	Reduced
2308	SB Sunflower Bank Dallas, Texas	$1.23M	-$11.9K	1	0.29%	Reduced
2309	SAM Sompo Asset Management Tokyo, Japan	$1.23M	-$5.5K	1	0.2%	Reduced
2310	BFC Bedel Financial Consulting Indianapolis, Indiana	$1.23M	$0	1	0.12%	Maintained
2311	WCCM Willow Creek Capital Management Missoula, Montana	$1.23M	+$1.19M	1	1.19%	New
2312	CA Carson Advisory Athens, Georgia	$1.23M	-$10.4K	3	0.56%	Reduced
2313	LGA Lebenthal Global Advisors Hauppauge, New York	$1.23M	+$381K	2	0.17%	Increased
2314	BAM Beaumont Asset Management Beaumont, Texas	$1.22M	+$296K	1	0.48%	Increased
2315	NB NBH Bank Greenwood Village, Colorado	$1.22M	+$1.2M	4	0.52%	New
2316	DBRC D.B. Root & Company Pittsburgh, Pennsylvania	$1.22M	-$296K	1	0.26%	Reduced
2317	MGAM McGowan Group Asset Management Dallas, Texas	$1.22M	-$3.53K	3	0.15%	Reduced
2318	TAM Titleist Asset Management San Antonio, Texas	$1.22M	+$102K	2	0.08%	Increased
2319	VMMC V.M. Manning & Co Greenville, South Carolina	$1.22M	+$1.53M	2	1.05%	New
2320	ZIG Zuckerman Investment Group Chicago, Illinois	$1.22M	-$22.4K	1	0.1%	Reduced
2321	CAS Coppell Advisory Solutions Coppell, Texas	$1.22M	+$1.66M	1	0.1%	New
2322	FAM Fulcrum Asset Management London, United Kingdom	$1.22M	-$288K	2	0.12%	Reduced
2323	ARGA Investment Management Stamford, Connecticut	$1.22M	+$1.52K	1	0.03%	Increased
2324	CFA Cahill Financial Advisors Edina, Minnesota	$1.22M	-$16.5K	1	0.12%	Reduced
2325	BW BXM Wealth Englewood, Colorado	$1.22M	+$164K	1	0.66%	Increased