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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
2776	HF Halpern Financial Ashburn, Virginia	$12.6K	-$362	2	0.01%	Reduced
2777	PCA Providence Capital Advisors Charlotte, North Carolina	$12K	$0	2	0%	Maintained
2778	NICM Neo Ivy Capital Management New York	$11K	+$12.5K	1	0.03%	New
2779	GG Gleason Group Prospect, Kentucky	$10K	+$91	1	0%	Increased
2780	HC Hoese & Co Glencoe, Minnesota	$10K	$0	1	0.01%	Maintained
2781	KLWA Kelly Lawrence W & Associates Pasadens, California	$10K	+$10.9K	1	0%	New
2782	NMG New Millennium Group Sandy, Utah	$10K	+$1.45K	2	0.01%	Increased
2783	FSWA Financial Synergies Wealth Advisors Houston, Texas	$9.42K	$0	3	0%	Maintained
2784	BCM Blume Capital Management Berkeley, California	$9K	-$11.1K	1	0%	Reduced
2785	PWS Paragon Wealth Strategies Jacksonville, Florida	$9K	+$9.96K	1	0.01%	New
2786	EAM Eukles Asset Management Cincinnati, Ohio	$8K	$0	2	0.01%	Maintained
2787	JMF Johnson Midwest Financial Glidden, Iowa	$8K	$0	1	0.03%	Maintained
2788	MAM Marquette Asset Management Minneapolis, Minnesota	$8K	$0	1	0%	Maintained
2789	SA SRH Advisors Salina, Kansas	$8K	$0	1	0.01%	Maintained
2790	CP Castleview Partners Dallas, Texas	$6K	-$27.5K	1	0.01%	Reduced
2791	CWM Consultiva Wealth Management San Juan, Puerto Rico	$6K	$0	1	0.17%	Maintained
2792	EA Evolution Advisers Richmond, Virginia	$6K	$0	1	0.01%	Maintained
2793	IFA Interactive Financial Advisors New Lenox, Illinois	$6K	$0	1	0%	Maintained
2794	Wolverine Asset Management Chicago, Illinois	$6K	-$2.27M	1	0%	Reduced
2795	DA Denali Advisors San Diego, California	$5K	-$526K	1	0%	Reduced
2796	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$5K	$0	1	0.07%	Maintained
2797	SFO Standard Family Office Sioux Falls, South Dakota	$5K	+$5.41K	2	0%	New
2798	ACM Absolute Capital Management Pittsburgh, Pennsylvania	$4.56K	+$5.47K	1	0.01%	New
2799	HWM Horizons Wealth Management Asheville, North Carolina	$4K	$0	1	0%	Maintained
2800	MIM Macroview Investment Management Bethesda, Maryland	$4K	$0	1	0.01%	Maintained