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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	AIM Arcadia Investment Management Kalamazoo, Michigan	$22K	$0	1	0.01%	Maintained
1652	LWA Lenox Wealth Advisors New York	$22K	+$4.55K	1	0.01%	Increased
1653	SMG Spectrum Management Group Indianapolis, Indiana	$22K	+$24.1K	2	0.01%	New
1654	UFA US Financial Advisors Braintree, Massachusetts	$22K	-$2K	1	0.04%	Reduced
1655	HCM Horrell Capital Management Little Rock, Arkansas	$19K	$0	2	0.01%	Maintained
1656	KCPG Kavar Capital Partners Group Leawood, Kansas	$19K	-$862	2	0.01%	Reduced
1657	IP Isthmus Partners Madison, Wisconsin	$16K	-$44.6K	1	0.01%	Reduced
1658	PVH Psagot Value Holdings Tel Aviv, Israel	$16K	$0	2	0%	Maintained
1659	TCM TD Capital Management Memphis, Tennessee	$16K	-$13.9K	2	0%	Reduced
1660	AFIA America First Investment Advisors Omaha, Nebraska	$14K	$0	1	0.01%	Maintained
1661	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$14K	$0	2	0.02%	Maintained
1662	NYLT New York Life Trust New York	$13K	-$74.9K	1	0.06%	Reduced
1663	Klingman & Associates New York	$12K	-$6K	1	0%	Reduced
1664	RWM Rezny Wealth Management Fort Myers, Florida	$12K	+$7.33K	3	0.01%	Increased
1665	TCM Tradewinds Capital Management Bellingham, Washington	$11K	-$19.3K	2	0.01%	Reduced
1666	SCP Syntal Capital Partners Midland, Texas	$10K	-$242K	1	0.01%	Reduced
1667	CFG CKW Financial Group Honolulu, Hawaii	$9K	-$99.1K	1	0%	Reduced
1668	JAM JCIC Asset Management Toronto, Ontario, Canada	$9K	+$9.79K	1	0%	New
1669	PSC Prentiss Smith & Co Brattleboro, Vermont	$7K	+$7.33K	1	0%	New
1670	CFA Camarda Financial Advisors Fleming Island, Florida	$6K	$0	1	0%	Maintained
1671	BCFS Butensky & Cohen Financial Security Ponte Vedra Beach, Florida	$5K	$0	1	0.01%	Maintained
1672	CWM Catamount Wealth Management Westport, Connecticut	$4K	$0	1	0%	Maintained
1673	MAS Madden Advisory Services Jacksonville, Florida	$4K	$0	1	0%	Maintained
1674	LYV Live Your Vision West Conshohocken, Pennsylvania	$3K	+$2.96K	1	0%	New
1675	LWA Lowe Wealth Advisors Columbia, Maryland	$3K	$0	2	0%	Maintained