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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
1851	CI Global Investments Oakland, California	$18K	$0	1	0%	Maintained
1852	CFN Cordasco Financial Network Naples, Florida	$18K	-$41K	1	0.02%	Reduced
1853	GWA Guidant Wealth Advisors Palatine, Illinois	$17K	$0	1	0.01%	Maintained
1854	SIG Stanford Investment Group Mountain View, California	$16K	-$6.27K	2	0.01%	Reduced
1855	TCM Tradewinds Capital Management Bellingham, Washington	$16K	$0	2	0.01%	Maintained
1856	AA AlphaMark Advisors Ft. Wright, Kentucky	$15K	$0	2	0.01%	Maintained
1857	CWM Catamount Wealth Management Westport, Connecticut	$12K	$0	1	0.01%	Maintained
1858	PO Private Ocean San Rafael, California	$12K	+$759	2	0.01%	Increased
1859	BIMC Benson Investment Management Company Roanoke, Virginia	$11K	+$10.5K	1	0.01%	New
1860	CFG CKW Financial Group Honolulu, Hawaii	$11K	$0	1	0%	Maintained
1861	CFD Creative Financial Designs Kokomo, Indiana	$11K	+$10.9K	2	0.01%	New
1862	Harvest Fund Management Beijing, China	$11K	+$11.4K	1	0%	New
1863	RI Redwood Investments Boston, Massachusetts	$11K	$0	1	0%	Maintained
1864	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$10K	-$794K	1	0%	Reduced
1865	BC Barnett & Company Chattanooga, Tennessee	$5K	-$80.1K	1	0%	Reduced
1866	PCFFS Pacific Center for Financial Services San Ramon, California	$5K	+$5.24K	1	0%	New
1867	LWA Lowe Wealth Advisors Columbia, Maryland	$4K	$0	2	0%	Maintained
1868	Hillsdale Investment Management Toronto, Ontario, Canada	$3K	+$3.49K	1	0%	New
1869	LYV Live Your Vision West Conshohocken, Pennsylvania	$3K	$0	1	0%	Maintained
1870	SA SRH Advisors Salina, Kansas	$2K	$0	1	0.01%	Maintained
1871	Tortoise Capital Advisors Overland Park, Kansas	$1K	$0	1	0%	Maintained
1872	WCM Wealthcare Capital Management Richmond, Virginia	$1K	$0	1	0%	Maintained
1873	AP Advisors Preferred Rockville, Maryland	$0	-$96K	0	–	Closed
1874	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$0	-$2.66M	0	–	Closed
1875	Algert Global San Francisco, California	$0	-$672K	0	–	Closed