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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
1626	SIM Sonora Investment Management Tucson, Arizona	$65K	+$70.4K	1	0.02%	New
1627	TSU TD Securities (USA) New York	$65K	-$49.8M	3	0.6%	Reduced
1628	1832 Asset Management Toronto, Ontario, Canada	$61K	-$30.8K	1	0%	Reduced
1629	MCF Advisors Covington, Kentucky	$60K	-$9.11K	2	0.02%	Reduced
1630	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$60K	-$34.2K	1	0.03%	Reduced
1631	FWM Focused Wealth Management Newburgh, New York	$53K	$0	1	0.03%	Maintained
1632	EDRE Edmond de Rothschild (Europe) Luxembourg	$49K	-$19K	1	0.02%	Reduced
1633	RWM Raffa Wealth Management Washington, District of Columbia	$48.4K	+$7.33K	4	0.03%	Increased
1634	CFN Cordasco Financial Network Naples, Florida	$48K	$0	2	0.04%	Maintained
1635	Loews Corp New York	$48K	+$3.15K	1	0%	Increased
1636	Blackhill Capital Morristown, New Jersey	$47K	$0	1	0.01%	Maintained
1637	SAM Shamrock Asset Management Dallas, Texas	$47K	+$51.3K	1	0.02%	New
1638	Moneta Group Investment Advisors St Louis, Missouri	$44K	+$48.4K	1	0.01%	New
1639	RPG Risk Paradigm Group Austin, Texas	$37.1K	+$33.5K	1	0.08%	Increased
1640	PFG Piershale Financial Group Barrington, Illinois	$37K	+$168	1	0.03%	Increased
1641	TFO Tarbox Family Office Newport Beach, California	$36K	+$1.85K	3	0.03%	Increased
1642	WA Winfield Associates Cleveland, Ohio	$36K	+$12.5K	2	0.03%	Increased
1643	Allworth Financial Folsom, California	$34K	+$1.68K	2	0.01%	Increased
1644	Global X Management Company New York	$33K	-$4.64K	4	0%	Reduced
1645	PIM Parasol Investment Management Westmont, Illinois	$32K	-$62.3K	2	0.03%	Reduced
1646	CGH Cleary Gull Holdings Milwaukee, Wisconsin	$31K	+$34.2K	1	0.02%	New
1647	WCM Wealthcare Capital Management Richmond, Virginia	$31K	-$4.92K	1	0%	Reduced
1648	CS Credential Securities Vancouver,	$28.3K	+$31.1K	1	0.02%	New
1649	RA Rational Advisors Huntington, New York	$25K	$0	2	0.01%	Maintained
1650	TCCM Timber Creek Capital Management Boston, Massachusetts	$24K	$0	1	0.02%	Maintained