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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
1576	MCF Advisors Covington, Kentucky	$67K	+$16.3K	3	0.02%	Increased
1577	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$61K	+$32.1K	2	0.1%	Increased
1578	Blackhill Capital Morristown, New Jersey	$60K	+$56.8K	1	0.01%	New
1579	CCS Crosspoint Capital Strategies Orinda, California	$57K	+$52.5K	2	0.02%	New
1580	WA Winfield Associates Cleveland, Ohio	$55K	+$51.6K	2	0.05%	New
1581	TCM Tributary Capital Management Omaha, Nebraska	$49K	-$13.6K	1	0.01%	Reduced
1582	Fred Alger Management New York	$48K	-$1.5K	2	0%	Reduced
1583	FWM Focused Wealth Management Newburgh, New York	$46K	$0	1	0.04%	Maintained
1584	JFA JNBA Financial Advisors Bloomington, Minnesota	$46K	$0	2	0.03%	Maintained
1585	LWA Lenox Wealth Advisors New York	$42K	+$30.2K	2	0.03%	Increased
1586	KFP Keystone Financial Planning Cleveland, Ohio	$40K	+$37.6K	1	0.03%	New
1587	Global X Management Company New York	$31K	$0	1	0%	Maintained
1588	TCCM Timber Creek Capital Management Boston, Massachusetts	$31K	+$13.6K	1	0.03%	Increased
1589	PTCG Pring Turner Capital Group Alamo, California	$28K	+$27.1K	1	0.03%	New
1590	TCM Tradewinds Capital Management Bellingham, Washington	$27K	+$24.7K	2	0.02%	New
1591	PFG Piershale Financial Group Barrington, Illinois	$25K	+$107	1	0.04%	Increased
1592	AFIA America First Investment Advisors Omaha, Nebraska	$18K	$0	1	0.01%	Maintained
1593	WF WealthTrust Fairport Cleveland, Ohio	$18K	-$7K	1	0%	Reduced
1594	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$17K	+$16.2K	1	0.01%	New
1595	LFG LifePlan Financial Group Dayton, Ohio	$17K	$0	1	0.01%	Maintained
1596	KCPG Kavar Capital Partners Group Leawood, Kansas	$14K	+$14.4K	2	0.01%	New
1597	PR Payden & Rygel Los Angeles, California	$14K	$0	2	0%	Maintained
1598	SMG Spectrum Management Group Indianapolis, Indiana	$13K	+$11.8K	1	0.01%	New
1599	PWAG Polaris Wealth Advisory Group San Rafael, California	$11K	+$10.2K	1	0%	New
1600	IWC Integrated Wealth Counsel Carmel, California	$10K	+$3.82K	1	0.01%	Increased