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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
1726	LIM Lagoda Investment Management New York	$19K	-$22.3K	1	0.01%	Reduced
1727	PVH Psagot Value Holdings Tel Aviv, Israel	$18K	+$7.51K	2	0%	Increased
1728	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$17K	+$7.92K	1	0.01%	Increased
1729	IPC Independent Portfolio Consultants Boca Raton, Florida	$16K	+$15.7K	3	0%	New
1730	Klingman & Associates New York	$16K	$0	1	0.01%	Maintained
1731	RPG Risk Paradigm Group Austin, Texas	$8.79K	+$8.89K	1	0.01%	New
1732	RWM Raffa Wealth Management Washington, District of Columbia	$7.77K	+$4.06K	4	0%	Increased
1733	CFA Camarda Financial Advisors Fleming Island, Florida	$7K	+$7.39K	1	0%	New
1734	DW Domani Wealth Lancaster, Pennsylvania	$6.47K	+$89.9K	1	0.1%	New
1735	FNYS First New York Securities New York	$5.86K	-$188K	1	0.01%	Reduced
1736	CWM Catamount Wealth Management Westport, Connecticut	$5K	$0	1	0%	Maintained
1737	RCG Ruggie Capital Group Tavares, Florida	$5K	-$8.07K	1	0.01%	Reduced
1738	SEC Seven Eight Capital New York	$5K	-$545K	1	0.01%	Reduced
1739	TCI Wealth Advisors Tucson, Arizona	$5K	-$314K	1	0%	Reduced
1740	Country Trust Bank Bloomington, Illinois	$4K	$0	1	0%	Maintained
1741	LWA Lowe Wealth Advisors Columbia, Maryland	$4K	$0	2	0%	Maintained
1742	WAS Winch Advisory Services Appleton, Wisconsin	$3K	+$3.29K	1	0%	New
1743	SGAM Smith Group Asset Management Dallas, Texas	$2K	$0	1	0%	Maintained
1744	SA SRH Advisors Salina, Kansas	$2K	$0	1	0.01%	Maintained
1745	SIG Stanford Investment Group Mountain View, California	$2K	$0	1	0%	Maintained
1746	AFA Abacus FCF Advisors Orlando, Florida	$0	-$3.47M	0	–	Closed
1747	AW ACG Wealth Atlanta, Georgia	$0	-$225K	0	–	Closed
1748	Advisors Capital Management Ridgewood, New Jersey	$0	-$663K	0	–	Closed
1749	AL Airain Ltd St. Peter Port, Guernsey	$0	-$1.52M	0	–	Closed
1750	AF Aldebaran Financial	$0	-$412K	0	–	Closed