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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	CP Corbenic Partners Bethlehem, Pennsylvania	$124K	+$320	2	0.1%	Increased
1677	1832 Asset Management Toronto, Ontario, Canada	$121K	-$8.96K	1	0%	Reduced
1678	FA Financial Advantage Columbia, Maryland	$117K	$0	1	0.1%	Maintained
1679	PIM Parasol Investment Management Westmont, Illinois	$114K	$0	3	0.07%	Maintained
1680	VanEck Associates New York	$114K	+$51.8K	2	0%	Increased
1681	WCM Wealthcare Capital Management Richmond, Virginia	$114K	+$113K	2	0.01%	Increased
1682	TDC Thompson Davis & Co Richmond, Virginia	$113K	-$20K	2	0.14%	Reduced
1683	KPCM Kings Point Capital Management Great Neck, New York	$112K	$0	1	0.03%	Maintained
1684	SMC S. Muoio & Co New York	$110K	+$91.3K	1	0.07%	New
1685	AIM Advantage Investment Management Cedar Rapids, Iowa	$109K	-$14.6K	2	0.06%	Reduced
1686	NCMG NCM Capital Management Group Durham, North Carolina	$105K	+$47.5K	1	1.19%	Increased
1687	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$94K	$0	1	0.1%	Maintained
1688	NYLT New York Life Trust New York	$92K	+$12.1K	3	0.37%	Increased
1689	IMS Index Management Solutions Philadelphia, Pennsylvania	$90K	-$1.35M	3	0.07%	Reduced
1690	Waverly Advisors Birmingham, Alabama	$89K	$0	2	0.05%	Maintained
1691	FWM Focused Wealth Management Newburgh, New York	$82K	$0	1	0.05%	Maintained
1692	MCF Advisors Covington, Kentucky	$77K	+$160	2	0.02%	Increased
1693	IP Isthmus Partners Madison, Wisconsin	$75K	$0	1	0.03%	Maintained
1694	New York Life Investment Management New York	$71K	+$65.6K	1	0.01%	New
1695	CFN Cordasco Financial Network Naples, Florida	$69K	$0	2	0.05%	Maintained
1696	Group One Trading Chicago, Illinois	$68K	-$38.2K	2	0%	Reduced
1697	AIM Acuity Investment Management Toronto, Ontario, Canada	$64K	+$63.9K	1	0.09%	New
1698	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$64K	+$65.3K	1	0.02%	New
1699	UFG United Fire Group Cedar Rapids, Iowa	$63K	$0	1	0.03%	Maintained
1700	Blackhill Capital Morristown, New Jersey	$62K	$0	1	0.01%	Maintained