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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
1676	Avior Wealth Management Omaha, Nebraska	$27K	$0	1	0.02%	Maintained
1677	HIM Hutchens Investment Management Concord, New Hampshire	$27K	+$24.6K	2	0.02%	New
1678	MFS McNamara Financial Services Marshfield, Massachusetts	$27K	+$24.6K	2	0.02%	New
1679	UFA US Financial Advisors Braintree, Massachusetts	$27K	+$25.2K	1	0.02%	New
1680	VSWA Vontobel Swiss Wealth Advisors Zurich, Switzerland	$25K	+$24.2K	1	0.02%	New
1681	Global X Management Company New York	$23K	+$4.16K	1	0%	Increased
1682	WA Winfield Associates Cleveland, Ohio	$23K	$0	1	0.02%	Maintained
1683	HMS Hanseatic Management Services Albuquerque, New Mexico	$22K	-$1.27K	1	0.01%	Reduced
1684	SAM Solaris Asset Management New York	$20K	$0	1	0.01%	Maintained
1685	AFIA America First Investment Advisors Omaha, Nebraska	$18K	$0	1	0.01%	Maintained
1686	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$18K	$0	1	0%	Maintained
1687	SMG Spectrum Management Group Indianapolis, Indiana	$17K	+$16.2K	1	0.01%	New
1688	Klingman & Associates New York	$15K	+$14.9K	1	0.01%	New
1689	WF WealthTrust Fairport Cleveland, Ohio	$15K	+$2.18K	1	0%	Increased
1690	RCG Ruggie Capital Group Tavares, Florida	$13K	+$12K	1	0.01%	New
1691	PVH Psagot Value Holdings Tel Aviv, Israel	$10K	-$141K	1	0%	Reduced
1692	RO Reservoir Operations New York	$10K	$0	1	0%	Maintained
1693	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$9K	+$8.25K	1	0%	New
1694	PWM ParenteBeard Wealth Management York, Pennsylvania	$7.92K	-$1.09M	1	0.09%	Reduced
1695	Brinker Capital Investments Berwyn, Pennsylvania	$7K	$0	1	0%	Maintained
1696	NHFG New Harbor Financial Group Worcester, Massachusetts	$6K	+$5.39K	1	0.01%	New
1697	CWM Catamount Wealth Management Westport, Connecticut	$5K	+$4.36K	1	0%	New
1698	Country Trust Bank Bloomington, Illinois	$4.37K	-$1.01K	1	0%	Reduced
1699	RWM Raffa Wealth Management Washington, District of Columbia	$3.31K	$0	3	0%	Maintained
1700	LS Lupo Securities Chicago, Illinois	$3.1K	+$27.4K	1	0%	New