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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	CYG Clean Yield Group Norwich, Vermont	$32K	+$7.16K	1	0.01%	Increased
1727	DPA Delphi Private Advisors San Diego, California	$31K	-$22.8K	2	0.05%	Reduced
1728	IC IKOS CIF Limassol, Cyprus	$28K	+$29.3K	1	0.17%	New
1729	IWC Integrated Wealth Counsel Carmel, California	$27K	+$28.3K	1	0.06%	New
1730	KLI Kelman-Lazarov Inc Memphis, Tennessee	$25.6K	+$26.5K	1	0.01%	New
1731	LWA Lenox Wealth Advisors New York	$25K	-$1.29K	1	0.01%	Reduced
1732	HCM Horrell Capital Management Little Rock, Arkansas	$24K	$0	2	0.02%	Maintained
1733	SAM Solaris Asset Management New York	$21K	+$21.7K	1	0.01%	New
1734	SIG Stanford Investment Group Mountain View, California	$20K	$0	1	0.01%	Maintained
1735	TCCM Timber Creek Capital Management Boston, Massachusetts	$20K	$0	1	0.02%	Maintained
1736	FMA FNY Managed Accounts New York	$20K	+$16.9K	1	0.02%	New
1737	CFA Camarda Financial Advisors Fleming Island, Florida	$19K	$0	1	0.01%	Maintained
1738	RWM Raffa Wealth Management Washington, District of Columbia	$18.1K	$0	4	0.01%	Maintained
1739	TCM TD Capital Management Memphis, Tennessee	$18K	-$3K	1	0.01%	Reduced
1740	IP Isthmus Partners Madison, Wisconsin	$17K	$0	1	0.01%	Maintained
1741	Brinker Capital Investments Berwyn, Pennsylvania	$16K	+$17K	2	0%	New
1742	CI Global Investments Oakland, California	$16K	-$5.7M	1	0%	Reduced
1743	GWA Guidant Wealth Advisors Palatine, Illinois	$16K	+$16.2K	1	0.01%	New
1744	NC NewSquare Capital Newtown Square, Pennsylvania	$15K	+$8.99K	4	0%	Increased
1745	TCM Tradewinds Capital Management Bellingham, Washington	$15K	$0	2	0.01%	Maintained
1746	AA AlphaMark Advisors Ft. Wright, Kentucky	$14K	$0	2	0.01%	Maintained
1747	Klingman & Associates New York	$14K	$0	1	0%	Maintained
1748	Pathstone Family Office Englewood, New Jersey	$14K	-$5.57K	1	0.01%	Reduced
1749	EDRM Edmond de Rothschild (Monaco) Monaco	$13K	+$13.8K	1	0.01%	New
1750	RBC Roble Belko & Company Sewickley, Pennsylvania	$13K	-$10.5K	1	0.01%	Reduced