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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	DPA Delphi Private Advisors San Diego, California	$55K	+$3K	4	0.1%	Increased
1727	Blackhill Capital Morristown, New Jersey	$54K	$0	1	0.01%	Maintained
1728	AIM Arcadia Investment Management Kalamazoo, Michigan	$53K	+$1.89K	2	0.02%	Increased
1729	Country Trust Bank Bloomington, Illinois	$51K	+$50.8K	1	0%	New
1730	PAM PT Asset Management Chicago, Illinois	$49K	-$42.7K	1	0.01%	Reduced
1731	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$47K	-$4.67K	1	0.02%	Reduced
1732	WI Wintrust Investments Chicago, Illinois	$47K	+$245K	1	0.09%	New
1733	TFO Tarbox Family Office Newport Beach, California	$46K	$0	3	0.03%	Maintained
1734	CIA Cascade Investment Advisors Oregon City, Oregon	$44.8K	+$43.7K	2	0.04%	New
1735	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$43.8K	-$19.8K	1	0.02%	Reduced
1736	Allworth Financial Folsom, California	$40K	+$3.9K	3	0%	Increased
1737	SIM Sonora Investment Management Tucson, Arizona	$34.2K	-$11.9K	1	0.01%	Reduced
1738	SAM Sunnymeath Asset Management Red Bank, New Jersey	$29K	$0	1	0.04%	Maintained
1739	LWA Lenox Wealth Advisors New York	$27K	-$4.99K	2	0.01%	Reduced
1740	CYG Clean Yield Group Norwich, Vermont	$26K	$0	1	0.01%	Maintained
1741	FPB First PREMIER Bank Sioux Falls, South Dakota	$25K	$0	1	0.02%	Maintained
1742	HCM Horrell Capital Management Little Rock, Arkansas	$24K	$0	2	0.02%	Maintained
1743	RBC Roble Belko & Company Sewickley, Pennsylvania	$23K	+$10.2K	1	0.01%	Increased
1744	TCM TD Capital Management Memphis, Tennessee	$22K	$0	2	0.01%	Maintained
1745	SIG Stanford Investment Group Mountain View, California	$20K	$0	1	0.01%	Maintained
1746	TCCM Timber Creek Capital Management Boston, Massachusetts	$20K	-$7.62K	1	0.02%	Reduced
1747	CFA Camarda Financial Advisors Fleming Island, Florida	$19K	+$18.9K	1	0.01%	New
1748	Pathstone Family Office Englewood, New Jersey	$19K	+$7.1K	1	0.02%	Increased
1749	PVH Psagot Value Holdings Tel Aviv, Israel	$19K	$0	2	0%	Maintained
1750	WCM Wealthcare Capital Management Richmond, Virginia	$19K	$0	1	0%	Maintained