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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	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$45K	-$19.2K	1	0.02%	Reduced
1677	PR Payden & Rygel Los Angeles, California	$44K	+$43.1K	2	0.01%	New
1678	TFO Tarbox Family Office Newport Beach, California	$42K	+$2.93K	3	0.03%	Increased
1679	IR Invictus RG Hamilton, Bermuda	$39K	+$37.8K	1	0.04%	New
1680	Allworth Financial Folsom, California	$37K	$0	2	0.01%	Maintained
1681	PIM Parasol Investment Management Westmont, Illinois	$35K	$0	2	0.03%	Maintained
1682	CGH Cleary Gull Holdings Milwaukee, Wisconsin	$34K	$0	1	0.02%	Maintained
1683	WP WealthPLAN Partners Omaha, Nebraska	$33.2K	+$156K	2	0.01%	New
1684	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$30.3K	+$30.3K	1	0.03%	New
1685	Global X Management Company New York	$29K	-$7.31K	3	0%	Reduced
1686	LWA Lenox Wealth Advisors New York	$29K	+$5.19K	2	0.01%	Increased
1687	RWG Regal Wealth Group Seal Beach, California	$29K	+$27.7K	1	0.03%	New
1688	WIC Water Island Capital New York	$29K	-$18M	1	0%	Reduced
1689	PCP Proficio Capital Partners Newton, Massachusetts	$28K	+$27.9K	3	0.03%	New
1690	TSU TD Securities (USA) New York	$28K	-$43.3K	3	0.25%	Reduced
1691	SAM Sunnymeath Asset Management Red Bank, New Jersey	$27K	+$26.9K	1	0.04%	New
1692	SMG Spectrum Management Group Indianapolis, Indiana	$26K	$0	2	0.01%	Maintained
1693	TCCM Timber Creek Capital Management Boston, Massachusetts	$26K	$0	1	0.02%	Maintained
1694	UFA US Financial Advisors Braintree, Massachusetts	$24K	$0	1	0.02%	Maintained
1695	HCM Horrell Capital Management Little Rock, Arkansas	$22K	$0	2	0.01%	Maintained
1696	Brinker Capital Investments Berwyn, Pennsylvania	$21K	+$20.4K	2	0%	Increased
1697	IP Isthmus Partners Madison, Wisconsin	$18K	$0	1	0.01%	Maintained
1698	TCM TD Capital Management Memphis, Tennessee	$18K	$0	2	0.01%	Maintained
1699	PVH Psagot Value Holdings Tel Aviv, Israel	$17K	$0	2	0%	Maintained
1700	SIG Stanford Investment Group Mountain View, California	$17K	+$14.7K	1	0.01%	Increased