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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
1476	TFMS Trust & Fiduciary Management Services Boston, Massachusetts	$69K	+$1.61K	1	0.05%	Increased
1477	TCM Tributary Capital Management Omaha, Nebraska	$60K	+$57.7K	1	0.01%	New
1478	DCM Dean Capital Management Overland Park, Kansas	$59K	$0	1	0.88%	Maintained
1479	MCF Advisors Covington, Kentucky	$49K	+$42.4K	3	0.03%	New
1480	CI Investments Inc Toronto, Ontario, Canada	$43K	-$489K	1	0%	Reduced
1481	FWM Focused Wealth Management Newburgh, New York	$43K	+$41.6K	1	0.04%	New
1482	JFA JNBA Financial Advisors Bloomington, Minnesota	$43K	+$2.03K	2	0.03%	Increased
1483	Fred Alger Management New York	$41K	-$7.18M	2	0%	Reduced
1484	Global X Management Company New York	$29K	-$11.4K	1	0%	Reduced
1485	Gradient Investments Arden Hills, Minnesota	$29K	-$589	2	0.01%	Reduced
1486	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$26K	+$24.9K	1	0.04%	New
1487	SCG Strategic Capital Group Gig Harbor, Washington	$26K	$0	1	0.01%	Maintained
1488	WF WealthTrust Fairport Cleveland, Ohio	$24K	+$2.09K	2	0%	Increased
1489	PFG Piershale Financial Group Barrington, Illinois	$20K	+$92	1	0.02%	Increased
1490	AFIA America First Investment Advisors Omaha, Nebraska	$17K	+$16.6K	1	0.01%	New
1491	TCCM Timber Creek Capital Management Boston, Massachusetts	$16K	$0	1	0.01%	Maintained
1492	LFG LifePlan Financial Group Dayton, Ohio	$14K	$0	1	0.01%	Maintained
1493	PR Payden & Rygel Los Angeles, California	$12K	$0	2	0%	Maintained
1494	LWA Lenox Wealth Advisors New York	$9K	+$2.55K	1	0.01%	Increased
1495	Brinker Capital Investments Berwyn, Pennsylvania	$7K	+$6.54K	1	0%	New
1496	IWC Integrated Wealth Counsel Carmel, California	$5.5K	$0	1	0%	Maintained
1497	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$5K	$0	1	0.01%	Maintained
1498	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$809	$0	1	0.12%	Maintained
1499	AIA Affinity Investment Advisors Newport Beach, California	$0	-$10.7M	0	–	Closed
1500	AF Ally Financial Detroit, Michigan	$0	-$7.9M	0	–	Closed