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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
2951	BCM Blume Capital Management Berkeley, California	$10.8K	$0	1	0%	Maintained
2952	NMG New Millennium Group Sandy, Utah	$10.7K	-$957	2	0.01%	Reduced
2953	HC Hoese & Co Glencoe, Minnesota	$9.8K	$0	1	0.01%	Maintained
2954	SA SRH Advisors Salina, Kansas	$9.79K	$0	1	0.01%	Maintained
2955	ORAM One River Asset Management Stamford, Connecticut	$9.48K	-$9.07K	1	0%	Reduced
2956	UFF USA Financial Formulas Ada, Michigan	$9.25K	-$23.1K	2	0.01%	Reduced
2957	EAM Eukles Asset Management Cincinnati, Ohio	$7.99K	$0	2	0%	Maintained
2958	HWM Horizons Wealth Management Asheville, North Carolina	$7.93K	+$3.13K	1	0.01%	Increased
2959	NBT Northwest Bank & Trust Davenport, Iowa	$7.93K	+$7.93K	1	0.01%	New
2960	CWM Consultiva Wealth Management San Juan, Puerto Rico	$7.58K	+$98	1	0.19%	Increased
2961	EA Evolution Advisers Richmond, Virginia	$7K	$0	1	0%	Maintained
2962	DA Denali Advisors San Diego, California	$6.84K	-$390	1	0%	Reduced
2963	HWM HighMark Wealth Management St. Paul, Minnesota	$6.58K	$0	3	0%	Maintained
2964	CPA Cowen Prime Advisors New York	$6.37K	-$208K	1	0%	Reduced
2965	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$6.17K	$0	1	0%	Maintained
2966	ODG O'Dell Group Cincinnati, Ohio	$5.39K	+$5.38K	1	0%	New
2967	HWP Highline Wealth Partners Sherman Oaks, California	$5K	+$574	2	0%	Increased
2968	MIM Macroview Investment Management Bethesda, Maryland	$4.78K	+$98	1	0.01%	Increased
2969	SWM Sanctuary Wealth Management Pocatello, Idaho	$4.7K	+$4.68K	2	0%	New
2970	DRS Deane Retirement Strategies New Orleans, Louisiana	$4.6K	-$4.6K	1	0%	Reduced
2971	CWM Cedar Wealth Management Walnut Creek, California	$3.23K	$0	1	0%	Maintained
2972	IA IFS Advisors Overland Park, Kansas	$3.13K	+$3.13K	1	0.01%	New
2973	CAM ClariVest Asset Management San Diego, California	$3K	-$16.8M	1	0%	Reduced
2974	IHWM Iron Horse Wealth Management Johston, Iowa	$2.06K	$0	1	0%	Maintained
2975	HFS HBC Financial Services Seattle, Washington	$2K	$0	1	0%	Maintained