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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	TIM Tortoise Investment Management White Plains, New York	$78K	$0	2	0.04%	Maintained
1577	UFG United Fire Group Cedar Rapids, Iowa	$78K	$0	1	0.03%	Maintained
1578	PIM Parasol Investment Management Westmont, Illinois	$72K	$0	3	0.05%	Maintained
1579	CFN Cordasco Financial Network Naples, Florida	$66K	+$64.5K	2	0.05%	New
1580	WA Winfield Associates Cleveland, Ohio	$63K	$0	2	0.05%	Maintained
1581	Blackhill Capital Morristown, New Jersey	$61K	$0	1	0.01%	Maintained
1582	NCMG NCM Capital Management Group Durham, North Carolina	$58K	-$1.9M	1	0.46%	Reduced
1583	CP Corbenic Partners Bethlehem, Pennsylvania	$57K	-$35.3K	1	0.05%	Reduced
1584	CCS Crosspoint Capital Strategies Orinda, California	$57K	$0	2	0.02%	Maintained
1585	SSG Summit Securities Group New York	$53K	-$1.63M	2	0.03%	Reduced
1586	Fred Alger Management New York	$49K	-$2.49K	2	0%	Reduced
1587	FWM Focused Wealth Management Newburgh, New York	$47K	$0	1	0.04%	Maintained
1588	Global X Management Company New York	$45K	+$13.8K	2	0%	Increased
1589	PFA Paradigm Financial Advisors Des Peres, Missouri	$41K	-$64.5K	1	0.04%	Reduced
1590	JFA JNBA Financial Advisors Bloomington, Minnesota	$39K	-$8.62K	2	0.02%	Reduced
1591	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$35K	-$29.2K	2	0.09%	Reduced
1592	TFO Tarbox Family Office Newport Beach, California	$35K	-$208K	2	0.03%	Reduced
1593	PR Payden & Rygel Los Angeles, California	$32K	+$16.2K	2	0.01%	Increased
1594	TCCM Timber Creek Capital Management Boston, Massachusetts	$32K	$0	1	0.03%	Maintained
1595	LFG LifePlan Financial Group Dayton, Ohio	$27K	+$8.55K	2	0.02%	Increased
1596	PFG Piershale Financial Group Barrington, Illinois	$27K	+$118	1	0.03%	Increased
1597	SAM Shamrock Asset Management Dallas, Texas	$25K	+$24K	1	0.01%	New
1598	AFIA America First Investment Advisors Omaha, Nebraska	$19K	$0	1	0.01%	Maintained
1599	TF Trutina Financial Bellevue, Washington	$18K	+$17.4K	1	0.01%	New
1600	SCP Syntal Capital Partners Midland, Texas	$17K	+$17.4K	1	0.01%	New