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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	PVH Psagot Value Holdings Tel Aviv, Israel	$90K	$0	1	0%	Maintained
1852	BC Barnett & Company Chattanooga, Tennessee	$89K	+$80.8K	1	0.04%	Increased
1853	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$80K	-$114K	2	0.05%	Reduced
1854	Allworth Financial Folsom, California	$76K	+$9.33K	2	0.01%	Increased
1855	RWG Regal Wealth Group Seal Beach, California	$75K	+$250	1	0.06%	Increased
1856	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$74K	+$7.95K	4	0.06%	Increased
1857	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$68.2K	+$27.5K	2	0.06%	Increased
1858	PSC Prentiss Smith & Co Brattleboro, Vermont	$65K	+$39.8K	1	0.03%	Increased
1859	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$58K	$0	1	0.07%	Maintained
1860	MAM Meeder Asset Management Dublin, Ohio	$58K	+$24.5K	4	0.01%	Increased
1861	KPCM Kings Point Capital Management Great Neck, New York	$56K	+$34.7K	3	0.01%	Increased
1862	RWM Raffa Wealth Management Washington, District of Columbia	$48.6K	$0	2	0.02%	Maintained
1863	LF Lee Financial Dallas, Texas	$47K	$0	1	0.02%	Maintained
1864	RPG Risk Paradigm Group Austin, Texas	$45.7K	-$21.6K	2	0.05%	Reduced
1865	WAM Watermark Asset Management San Ramon, California	$45K	$0	2	0.02%	Maintained
1866	FPS Fieldpoint Private Securities Greenwich, Connecticut	$41K	-$623K	1	0.03%	Reduced
1867	RFM Royal Fund Management Lady Lake, Florida	$41K	+$4.74K	3	0.02%	Increased
1868	NIC Northwest Investment Counselors Lake Oswego, Oregon	$36K	+$35.2K	2	0.02%	New
1869	Brinker Capital Investments Berwyn, Pennsylvania	$33K	$0	3	0%	Maintained
1870	IP Isthmus Partners Madison, Wisconsin	$33K	$0	2	0.01%	Maintained
1871	HA Harfst & Associates Sheridan, Wyoming	$32K	-$29.7K	1	0.01%	Reduced
1872	RBC Roble Belko & Company Sewickley, Pennsylvania	$30K	$0	2	0.01%	Maintained
1873	CFA Camarda Financial Advisors Fleming Island, Florida	$29K	+$6.37K	1	0.03%	Increased
1874	TCCM Timber Creek Capital Management Boston, Massachusetts	$29K	$0	2	0.02%	Maintained
1875	HCM Horrell Capital Management Little Rock, Arkansas	$28K	$0	2	0.02%	Maintained