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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
1876	CYG Clean Yield Group Norwich, Vermont	$17K	+$16.7K	1	0.01%	New
1877	GWA Guidant Wealth Advisors Palatine, Illinois	$17K	$0	1	0.01%	Maintained
1878	AA AlphaMark Advisors Ft. Wright, Kentucky	$15K	$0	2	0.01%	Maintained
1879	TCM Tradewinds Capital Management Bellingham, Washington	$14K	-$2.25K	2	0.01%	Reduced
1880	CWM Catamount Wealth Management Westport, Connecticut	$12K	$0	1	0.01%	Maintained
1881	Harvest Fund Management Beijing, China	$12K	$0	1	0%	Maintained
1882	NYLT New York Life Trust New York	$12K	-$11.9K	2	0.58%	Reduced
1883	BIMC Benson Investment Management Company Roanoke, Virginia	$11K	$0	1	0.01%	Maintained
1884	CFG CKW Financial Group Honolulu, Hawaii	$11K	$0	1	0%	Maintained
1885	KLC Knowledge Leaders Capital Denver, Colorado	$11K	+$10.7K	1	0.01%	New
1886	PO Private Ocean San Rafael, California	$11K	-$1K	1	0.01%	Reduced
1887	RI Redwood Investments Boston, Massachusetts	$11K	$0	1	0%	Maintained
1888	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$10K	$0	1	0%	Maintained
1889	NC NewSquare Capital Newtown Square, Pennsylvania	$7K	-$12.8K	2	0%	Reduced
1890	BC Barnett & Company Chattanooga, Tennessee	$6K	$0	1	0%	Maintained
1891	FFW Fusion Family Wealth Woodbury, New York	$6K	-$14.1K	1	0%	Reduced
1892	LWA Lowe Wealth Advisors Columbia, Maryland	$6K	$0	2	0%	Maintained
1893	PCFFS Pacific Center for Financial Services San Ramon, California	$6K	$0	1	0%	Maintained
1894	Hillsdale Investment Management Toronto, Ontario, Canada	$4K	$0	1	0%	Maintained
1895	LYV Live Your Vision West Conshohocken, Pennsylvania	$3K	$0	1	0%	Maintained
1896	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$3K	-$146K	1	0%	Reduced
1897	SA SRH Advisors Salina, Kansas	$2K	$0	1	0.01%	Maintained
1898	SLF Sun Life Financial Toronto, Ontario, Canada	$1.57K	+$23.7K	3	0%	New
1899	Tortoise Capital Advisors Overland Park, Kansas	$1K	$0	1	0%	Maintained
1900	WCM Wealthcare Capital Management Richmond, Virginia	$1K	$0	1	0%	Maintained