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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
1701	GWA Genesis Wealth Advisors Braintree, Massachusetts	$59.6K	$0	1	0.05%	Maintained
1702	Loews Corp New York	$55K	+$54K	1	0%	New
1703	CCS Crosspoint Capital Strategies Orinda, California	$52K	-$144K	1	0.03%	Reduced
1704	MWAN Mariner Wealth Advisors (NYC) Overland Park, Kansas	$52K	+$52.5K	2	0.02%	New
1705	JFA JNBA Financial Advisors Bloomington, Minnesota	$51K	+$7.99K	2	0.02%	Increased
1706	WP WealthPLAN Partners Omaha, Nebraska	$51K	+$52K	2	0.02%	New
1707	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$49K	-$8K	1	0.01%	Reduced
1708	Balentine LLC Atlanta, Georgia	$45K	+$45.2K	2	0.01%	New
1709	SCP Syntal Capital Partners Midland, Texas	$44K	+$9.88K	1	0.05%	Increased
1710	Avior Wealth Management Omaha, Nebraska	$43K	+$14.9K	1	0.03%	Increased
1711	Allworth Financial Folsom, California	$42K	+$42.9K	1	0.02%	New
1712	TFO Tarbox Family Office Newport Beach, California	$41K	$0	2	0.04%	Maintained
1713	PR Payden & Rygel Los Angeles, California	$40K	$0	2	0.01%	Maintained
1714	TCM Tradewinds Capital Management Bellingham, Washington	$37K	+$75	1	0.03%	Increased
1715	PFG Piershale Financial Group Barrington, Illinois	$35K	+$160	1	0.03%	Increased
1716	PSC Prentiss Smith & Co Brattleboro, Vermont	$35K	$0	1	0.02%	Maintained
1717	TCCM Timber Creek Capital Management Boston, Massachusetts	$32K	$0	1	0.03%	Maintained
1718	RA Rational Advisors Huntington, New York	$30K	-$19.7K	2	0.01%	Reduced
1719	CYG Clean Yield Group Norwich, Vermont	$29K	+$29.6K	1	0.01%	New
1720	UFA US Financial Advisors Braintree, Massachusetts	$27K	$0	1	0.02%	Maintained
1721	WA Winfield Associates Cleveland, Ohio	$25K	$0	1	0.02%	Maintained
1722	Global X Management Company New York	$22K	-$2.31K	1	0%	Reduced
1723	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$22K	+$2.24K	1	0.01%	Increased
1724	MUS Mitsubishi UFJ Securities Tokyo, Japan	$20K	+$19.6K	2	0.05%	New
1725	AFIA America First Investment Advisors Omaha, Nebraska	$19K	$0	1	0.01%	Maintained