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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	WCM Wealthcare Capital Management Richmond, Virginia	$17K	-$15.9K	1	0%	Reduced
1702	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$16K	-$67.3K	1	0%	Reduced
1703	PSC Prentiss Smith & Co Brattleboro, Vermont	$16K	+$9.26K	1	0.01%	Increased
1704	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$15K	+$14.7K	2	0.02%	New
1705	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$15K	$0	2	0.01%	Maintained
1706	TCM Tradewinds Capital Management Bellingham, Washington	$14K	+$2.48K	2	0.01%	Increased
1707	Klingman & Associates New York	$13K	$0	1	0%	Maintained
1708	RBC Roble Belko & Company Sewickley, Pennsylvania	$12K	+$12.3K	1	0.01%	New
1709	AA AlphaMark Advisors Ft. Wright, Kentucky	$10K	+$9.62K	1	0.01%	New
1710	CFG CKW Financial Group Honolulu, Hawaii	$10K	$0	1	0%	Maintained
1711	JAM JCIC Asset Management Toronto, Ontario, Canada	$10K	$0	1	0%	Maintained
1712	PO Private Ocean San Rafael, California	$10K	-$68.4K	1	0.01%	Reduced
1713	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$9K	+$8.05K	1	0.01%	New
1714	SIM Sonora Investment Management Tucson, Arizona	$7K	-$62K	1	0%	Reduced
1715	BCFS Butensky & Cohen Financial Security Ponte Vedra Beach, Florida	$5K	$0	1	0%	Maintained
1716	LWA Lowe Wealth Advisors Columbia, Maryland	$4K	$0	2	0%	Maintained
1717	DSN D. Scott Neal Lexington, Kentucky	$2K	+$2.3K	1	0%	New
1718	HW Hedeker Wealth Lincolnshire, Illinois	$2K	+$2.24K	1	0%	New
1719	RWM Rezny Wealth Management Fort Myers, Florida	$2K	-$11K	1	0%	Reduced
1720	SA SRH Advisors Salina, Kansas	$2K	$0	1	0.01%	Maintained
1721	ARC Absolute Return Capital Boston, Massachusetts	$0	-$33.7M	0	–	Closed
1722	AH Achievement Holdings Chicago, Illinois	$0	-$234K	0	–	Closed
1723	AIM Ada Investment Management New York	$0	-$371K	0	–	Closed
1724	AEGON Asset Management (UK) Edinburgh, United Kingdom	$0	-$836K	0	–	Closed
1725	ACM Alethea Capital Management Mercer Island, Washington	$0	-$1.42M	0	–	Closed