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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	TFO Tarbox Family Office Newport Beach, California	$39K	+$79	3	0.03%	Increased
1702	PFG Piershale Financial Group Barrington, Illinois	$35K	+$160	1	0.03%	Increased
1703	TCM Tradewinds Capital Management Bellingham, Washington	$35K	+$238	2	0.02%	Increased
1704	TCCM Timber Creek Capital Management Boston, Massachusetts	$30K	$0	1	0.02%	Maintained
1705	UFA US Financial Advisors Braintree, Massachusetts	$30K	+$3.5K	2	0.03%	Increased
1706	RA Rational Advisors Huntington, New York	$29K	$0	2	0.01%	Maintained
1707	TCM TD Capital Management Memphis, Tennessee	$29K	+$29.7K	2	0.01%	New
1708	WA Winfield Associates Cleveland, Ohio	$24K	$0	1	0.02%	Maintained
1709	AIM Arcadia Investment Management Kalamazoo, Michigan	$23K	+$24.4K	1	0.01%	New
1710	HCM Horrell Capital Management Little Rock, Arkansas	$23K	-$120K	2	0.01%	Reduced
1711	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$22K	+$801	1	0.01%	Increased
1712	LWA Lenox Wealth Advisors New York	$22K	-$114K	1	0.01%	Reduced
1713	Klingman & Associates New York	$21K	+$6.43K	2	0.01%	Increased
1714	KCPG Kavar Capital Partners Group Leawood, Kansas	$20K	+$21.6K	2	0.01%	New
1715	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$19K	-$703K	2	0.01%	Reduced
1716	AFIA America First Investment Advisors Omaha, Nebraska	$18K	$0	1	0.01%	Maintained
1717	AssetMark Inc Concord, California	$18K	+$18.6K	2	0%	New
1718	IPC Independent Portfolio Consultants Boca Raton, Florida	$17K	+$1.73K	1	0%	Increased
1719	PVH Psagot Value Holdings Tel Aviv, Israel	$17K	$0	2	0%	Maintained
1720	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$16K	$0	1	0.01%	Maintained
1721	Avior Wealth Management Omaha, Nebraska	$15K	-$27.4K	1	0.01%	Reduced
1722	SSG Summit Securities Group New York	$11K	-$133K	1	0.01%	Reduced
1723	LIM Lagoda Investment Management New York	$10K	-$7.56K	1	0%	Reduced
1724	RPG Risk Paradigm Group Austin, Texas	$8.32K	$0	1	0.01%	Maintained
1725	HW Hedeker Wealth Lincolnshire, Illinois	$8K	+$9.32K	1	0.01%	New