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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
1426	CFIP Chicago Fundamental Investment Partners Chicago, Illinois	$90K	+$78.4K	1	0.2%	New
1427	NCM Nelson Capital Management Menlo Park, California	$84K	+$84.5K	1	0.04%	New
1428	DSI Daiwa SB Investments Tokyo, Japan	$80K	+$80.8K	1	0.01%	New
1429	TIM Tortoise Investment Management White Plains, New York	$80K	+$81.1K	2	0.05%	New
1430	UFG United Fire Group Cedar Rapids, Iowa	$72K	+$76K	1	0.04%	New
1431	VCM Vigilant Capital Management Portland, Maine	$70K	+$70.5K	1	0.02%	New
1432	BWM Baystate Wealth Management Boston, Massachusetts	$69K	+$70.2K	1	0.03%	New
1433	CL CFS LLC Oklahoma City, Oklahoma	$64K	+$64.6K	1	0.06%	New
1434	GAAM Guinness Atkinson Asset Management Pasadena, California	$64K	+$59.9K	1	0.07%	New
1435	AA Apriem Advisors Irvine, California	$62K	+$61K	2	0.03%	New
1436	DCM Dean Capital Management Overland Park, Kansas	$61K	+$62.7K	1	0.98%	New
1437	SSG Summit Securities Group New York	$58K	+$54.5K	1	0.03%	New
1438	TFMS Trust & Fiduciary Management Services Boston, Massachusetts	$56K	+$53.8K	1	0.04%	New
1439	ACM Antonetti Capital Management Naples, Florida	$55K	+$55.9K	1	0.06%	New
1440	AFC AFT Forsyth & Company West Palm Beach, Florida	$51K	+$52K	1	0.07%	New
1441	AC Alexandria Capital Arlington, Virginia	$48K	+$47.9K	2	0.02%	New
1442	SMA Simply Money Advisors Cincinnati, Ohio	$36K	+$36.5K	3	0.01%	New
1443	Global X Management Company New York	$35K	+$35.5K	1	0.01%	New
1444	JFA JNBA Financial Advisors Bloomington, Minnesota	$35K	+$34.6K	2	0.02%	New
1445	Gradient Investments Arden Hills, Minnesota	$26K	+$26.1K	2	0.01%	New
1446	SCG Strategic Capital Group Gig Harbor, Washington	$23K	+$22.9K	1	0.01%	New
1447	WF WealthTrust Fairport Cleveland, Ohio	$20K	+$20.7K	2	0%	New
1448	PFG Piershale Financial Group Barrington, Illinois	$18K	+$16.5K	1	0.03%	New
1449	TCCM Timber Creek Capital Management Boston, Massachusetts	$13K	+$14.1K	1	0.01%	New
1450	LFG LifePlan Financial Group Dayton, Ohio	$12K	+$11.6K	1	0.01%	New