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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
1751	CWM Catamount Wealth Management Westport, Connecticut	$11K	$0	1	0.01%	Maintained
1752	CFG CKW Financial Group Honolulu, Hawaii	$10K	-$59.8K	1	0%	Reduced
1753	PO Private Ocean San Rafael, California	$10K	$0	1	0.01%	Maintained
1754	RI Redwood Investments Boston, Massachusetts	$10K	$0	1	0%	Maintained
1755	PVH Psagot Value Holdings Tel Aviv, Israel	$7K	-$11.7K	1	0%	Reduced
1756	FNYS First New York Securities New York	$5.08K	-$5.3K	1	0%	Reduced
1757	LWA Lowe Wealth Advisors Columbia, Maryland	$4K	$0	2	0%	Maintained
1758	FAM Fortaleza Asset Management Chicago, Illinois	$3.21K	$0	1	0%	Maintained
1759	AFIA America First Investment Advisors Omaha, Nebraska	$3K	+$2.82K	1	0%	New
1760	EWM Elite Wealth Management Kirkland, Washington	$3K	+$3.58K	1	0%	New
1761	LYV Live Your Vision West Conshohocken, Pennsylvania	$3K	+$3.18K	1	0%	New
1762	DSN D. Scott Neal Lexington, Kentucky	$2K	$0	1	0%	Maintained
1763	SA SRH Advisors Salina, Kansas	$2K	$0	1	0.01%	Maintained
1764	Tortoise Capital Advisors Overland Park, Kansas	$1K	+$904	1	0%	New
1765	WCM Wealthcare Capital Management Richmond, Virginia	$1K	-$17.9K	1	0%	Reduced
1766	3C 361 Capital Denver, Colorado	$0	-$78K	0	–	Closed
1767	ACM Alethea Capital Management Mercer Island, Washington	$0	-$937K	0	–	Closed
1768	BC Banced Corp Edwardsville, Illinois	$0	-$267K	0	–	Closed
1769	BB Bell Bank Fargo, North Dakota	$0	-$2.05M	0	–	Closed
1770	BCM Bluefin Capital Management New York	$0	-$1.31M	0	–	Closed
1771	BCM Blume Capital Management Berkeley, California	$0	-$16K	0	–	Closed
1772	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$0	-$589K	0	–	Closed
1773	Bridgewater Associates Westport, Connecticut	$0	-$226K	0	–	Closed
1774	BCM Brigade Capital Management New York	$0	-$12.4M	0	–	Closed
1775	Castleark Management Chicago, Illinois	$0	-$13M	0	–	Closed