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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
1651	FWM Focused Wealth Management Newburgh, New York	$81K	-$21.7K	1	0.06%	Reduced
1652	SSG Summit Securities Group New York	$81K	-$10.8K	1	0.02%	Reduced
1653	NYLT New York Life Trust New York	$77K	+$58.4K	2	0.3%	Increased
1654	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$76K	-$26.1K	2	0.16%	Reduced
1655	IP Isthmus Partners Madison, Wisconsin	$74K	+$69.3K	1	0.03%	New
1656	MCF Advisors Covington, Kentucky	$74K	+$136	2	0.02%	Increased
1657	GWA Genesis Wealth Advisors Braintree, Massachusetts	$63.4K	+$55.7K	1	0.05%	New
1658	CFN Cordasco Financial Network Naples, Florida	$62K	$0	2	0.05%	Maintained
1659	Blackhill Capital Morristown, New Jersey	$60K	$0	1	0.01%	Maintained
1660	NCMG NCM Capital Management Group Durham, North Carolina	$58K	$0	1	0.65%	Maintained
1661	UFG United Fire Group Cedar Rapids, Iowa	$58K	$0	1	0.02%	Maintained
1662	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$56K	-$140K	2	0.01%	Reduced
1663	VanEck Associates New York	$56K	+$52.3K	2	0%	New
1664	Polar Asset Management Partners Toronto, Ontario, Canada	$50K	+$56.6K	1	0%	New
1665	Hillsdale Investment Management Toronto, Ontario, Canada	$49K	-$204K	2	0.01%	Reduced
1666	RA Rational Advisors Huntington, New York	$47K	+$44K	2	0.01%	New
1667	JFA JNBA Financial Advisors Bloomington, Minnesota	$41K	$0	2	0.02%	Maintained
1668	LIM Lagoda Investment Management New York	$40K	+$37.5K	1	0.01%	New
1669	TFO Tarbox Family Office Newport Beach, California	$40K	-$818	2	0.04%	Reduced
1670	TCM Tradewinds Capital Management Bellingham, Washington	$37K	+$5.45K	1	0.03%	Increased
1671	PR Payden & Rygel Los Angeles, California	$35K	$0	2	0.01%	Maintained
1672	PSC Prentiss Smith & Co Brattleboro, Vermont	$35K	+$32.5K	1	0.02%	New
1673	SCP Syntal Capital Partners Midland, Texas	$35K	-$12K	1	0.02%	Reduced
1674	PFG Piershale Financial Group Barrington, Illinois	$32K	+$137	1	0.02%	Increased
1675	TCCM Timber Creek Capital Management Boston, Massachusetts	$32K	$0	1	0.02%	Maintained