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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
1551	CP Corbenic Partners Bethlehem, Pennsylvania	$61K	+$252	1	0.05%	Increased
1552	UFG United Fire Group Cedar Rapids, Iowa	$61K	$0	1	0.03%	Maintained
1553	CFN Cordasco Financial Network Naples, Florida	$60K	$0	2	0.05%	Maintained
1554	Blackhill Capital Morristown, New Jersey	$55K	$0	1	0.01%	Maintained
1555	NCMG NCM Capital Management Group Durham, North Carolina	$53K	+$5.42K	1	0.62%	Increased
1556	Fred Alger Management New York	$45K	-$55.3M	1	0%	Reduced
1557	SCP Syntal Capital Partners Midland, Texas	$44K	-$13.4K	2	0.02%	Reduced
1558	FNYS First New York Securities New York	$42.2K	+$43.6K	1	0.03%	New
1559	CCS Crosspoint Capital Strategies Orinda, California	$40K	-$32.7K	1	0.03%	Reduced
1560	DCM Dean Capital Management Overland Park, Kansas	$37K	-$4.66K	1	0.51%	Reduced
1561	JFA JNBA Financial Advisors Bloomington, Minnesota	$37K	$0	2	0.02%	Maintained
1562	TFO Tarbox Family Office Newport Beach, California	$36K	+$2.98K	2	0.03%	Increased
1563	PR Payden & Rygel Los Angeles, California	$33K	$0	2	0.01%	Maintained
1564	PFG Piershale Financial Group Barrington, Illinois	$29K	+$252	1	0.02%	Increased
1565	TCCM Timber Creek Capital Management Boston, Massachusetts	$29K	$0	1	0.02%	Maintained
1566	TCM Tradewinds Capital Management Bellingham, Washington	$28K	+$14.9K	1	0.02%	Increased
1567	Avior Wealth Management Omaha, Nebraska	$25K	$0	1	0.02%	Maintained
1568	HMS Hanseatic Management Services Albuquerque, New Mexico	$21K	-$1.38M	2	0.01%	Reduced
1569	WA Winfield Associates Cleveland, Ohio	$20K	-$43K	1	0.01%	Reduced
1570	SAM Solaris Asset Management New York	$18K	-$2.8M	1	0.01%	Reduced
1571	AFIA America First Investment Advisors Omaha, Nebraska	$17K	-$21.8K	1	0.01%	Reduced
1572	Global X Management Company New York	$17K	-$26.2K	1	0%	Reduced
1573	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$16K	$0	1	0%	Maintained
1574	NYLT New York Life Trust New York	$15K	-$11.7K	1	0.06%	Reduced
1575	Group One Trading Chicago, Illinois	$13K	-$434K	1	0%	Reduced