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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	Simon Quick Advisors Morristown, New Jersey	$28K	-$201K	2	0.02%	Reduced
1877	KLC Knowledge Leaders Capital Denver, Colorado	$26K	+$13.7K	1	0.02%	Increased
1878	IDBONY Israel Discount Bank of New York New York	$24K	$0	1	0.02%	Maintained
1879	CFD Creative Financial Designs Kokomo, Indiana	$23K	$0	1	0.01%	Maintained
1880	DPA Delphi Private Advisors San Diego, California	$23K	+$27.5K	1	0.05%	New
1881	TCM TD Capital Management Memphis, Tennessee	$22K	$0	1	0.01%	Maintained
1882	CFN Cordasco Financial Network Naples, Florida	$21K	-$2K	1	0.02%	Reduced
1883	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$20K	$0	1	0.01%	Maintained
1884	FMA FNY Managed Accounts New York	$20K	-$97.1K	1	0.2%	Reduced
1885	Fred Alger Management New York	$20K	-$13.8K	1	0%	Reduced
1886	GWA Guidant Wealth Advisors Palatine, Illinois	$18K	$0	1	0.01%	Maintained
1887	AA AlphaMark Advisors Ft. Wright, Kentucky	$16K	$0	2	0.01%	Maintained
1888	TCM Tradewinds Capital Management Bellingham, Washington	$16K	$0	2	0.01%	Maintained
1889	Harvest Fund Management Beijing, China	$13K	$0	1	0%	Maintained
1890	MIM Macroview Investment Management Bethesda, Maryland	$13K	+$12.4K	1	0.07%	New
1891	BIMC Benson Investment Management Company Roanoke, Virginia	$12K	$0	1	0.01%	Maintained
1892	CFG CKW Financial Group Honolulu, Hawaii	$12K	$0	1	0%	Maintained
1893	PO Private Ocean San Rafael, California	$12K	$0	1	0.01%	Maintained
1894	RI Redwood Investments Boston, Massachusetts	$12K	$0	1	0%	Maintained
1895	Hillsdale Investment Management Toronto, Ontario, Canada	$10K	+$5.92K	2	0%	Increased
1896	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$10K	-$2.1K	1	0%	Reduced
1897	NC NewSquare Capital Newtown Square, Pennsylvania	$7K	$0	2	0%	Maintained
1898	PA Perennial Advisors New York	$7K	+$6.89K	1	0.01%	New
1899	FFW Fusion Family Wealth Woodbury, New York	$6K	$0	1	0%	Maintained
1900	LWA Lowe Wealth Advisors Columbia, Maryland	$6K	$0	2	0%	Maintained