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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	NCMG NCM Capital Management Group Durham, North Carolina	$100K	$0	1	1.13%	Maintained
1677	UFG United Fire Group Cedar Rapids, Iowa	$100K	+$20.3K	2	0.04%	Increased
1678	SMC S. Muoio & Co New York	$98K	$0	1	0.05%	Maintained
1679	NYLT New York Life Trust New York	$91K	+$2.27K	3	0.38%	Increased
1680	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$89K	$0	1	0.1%	Maintained
1681	EDRE Edmond de Rothschild (Europe) Luxembourg	$80K	+$83.4K	2	0.03%	New
1682	MCF Advisors Covington, Kentucky	$79K	+$5.72K	2	0.02%	Increased
1683	CP Corbenic Partners Bethlehem, Pennsylvania	$75K	-$47.8K	1	0.06%	Reduced
1684	IP Isthmus Partners Madison, Wisconsin	$71K	$0	1	0.02%	Maintained
1685	New York Life Investment Management New York	$69K	$0	1	0.01%	Maintained
1686	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$67K	+$69.9K	1	0.08%	New
1687	FWM Focused Wealth Management Newburgh, New York	$67K	-$11.7K	1	0.04%	Reduced
1688	Loews Corp New York	$67K	+$4.16K	1	0%	Increased
1689	MUS Mitsubishi UFJ Securities Tokyo, Japan	$67K	+$49.3K	3	0.45%	Increased
1690	CFN Cordasco Financial Network Naples, Florida	$63K	$0	2	0.05%	Maintained
1691	GWA Genesis Wealth Advisors Braintree, Massachusetts	$60.8K	+$3.96K	1	0.05%	Increased
1692	WP WealthPLAN Partners Omaha, Nebraska	$60K	+$10.9K	2	0.03%	Increased
1693	Blackhill Capital Morristown, New Jersey	$58K	$0	1	0.01%	Maintained
1694	RWM Raffa Wealth Management Washington, District of Columbia	$51.7K	+$46.6K	4	0.03%	Increased
1695	JFA JNBA Financial Advisors Bloomington, Minnesota	$50K	+$238	3	0.02%	Increased
1696	Global X Management Company New York	$46K	+$25.1K	4	0%	Increased
1697	Balentine LLC Atlanta, Georgia	$44K	$0	2	0.01%	Maintained
1698	WCM Wealthcare Capital Management Richmond, Virginia	$44K	-$67.1K	1	0.01%	Reduced
1699	Allworth Financial Folsom, California	$40K	$0	1	0.01%	Maintained
1700	PR Payden & Rygel Los Angeles, California	$39K	$0	2	0.01%	Maintained