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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	QAM QCI Asset Management Pittsford, New York	$506K	+$28.5K	3	0.05%	Increased
1727	BB Bell Bank Fargo, North Dakota	$503K	$0	2	0.15%	Maintained
1728	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$499K	-$19.9K	2	0.13%	Reduced
1729	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$498K	-$6.63K	1	0.09%	Reduced
1730	CIM Contravisory Investment Management Norwell, Massachusetts	$497K	+$450	2	0.18%	Increased
1731	EWM Edge Wealth Management New York	$497K	-$3.02M	2	0.12%	Reduced
1732	HT HAP Trading New York	$496K	+$444K	1	0.03%	New
1733	CM Capital Management Glen Allen, Virginia	$495K	-$122K	1	0.13%	Reduced
1734	SOAMC Spirit of America Management Corp Syosset, New York	$489K	$0	1	0.06%	Maintained
1735	Mariner Independent Advisor Network Overland Park, Kansas	$486K	-$3.66M	1	0.06%	Reduced
1736	LC Landaas & Company Milwaukee, Wisconsin	$481K	-$78K	1	0.37%	Reduced
1737	BCWM Blue Chip Wealth Management Miami Beach, Florida	$479K	+$212K	2	0.48%	Increased
1738	CRWM Castle Rock Wealth Management Walnut Creek, California	$479K	+$247K	1	0.76%	Increased
1739	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$479K	$0	3	0.15%	Maintained
1740	CI Cowen Inc New York	$476K	-$3.52M	1	0.04%	Reduced
1741	WCM Weatherstone Capital Management Denver, Colorado	$476K	+$32.5K	1	0.37%	Increased
1742	Edgewood Management Greenwich, Connecticut	$475K	$0	1	0%	Maintained
1743	SMFS Squar Milner Financial Services Irvine, California	$472K	-$68.3K	4	0.42%	Reduced
1744	WPW Winthrop Partners - WNY Buffalo, New York	$470K	$0	2	0.38%	Maintained
1745	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$469K	-$10.2K	7	0.09%	Reduced
1746	BO BRR OpCo Columbus, Ohio	$467K	+$91.8K	1	0.09%	Increased
1747	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$467K	$0	5	0.26%	Maintained
1748	JA JOYN Advisors Atlanta, Georgia	$463K	-$7.84K	6	0.09%	Reduced
1749	AFP Ausdal Financial Partners Davenport, Iowa	$457K	+$182K	2	0.13%	Increased
1750	CBT Central Bank & Trust Lexington, Kentucky	$454K	+$6.72K	2	0.11%	Increased