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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
1901	RWM Raffa Wealth Management Washington, District of Columbia	$53.8K	$0	2	0.02%	Maintained
1902	Brinker Capital Investments Berwyn, Pennsylvania	$53K	+$16.1K	3	0%	Increased
1903	NIC Northwest Investment Counselors Lake Oswego, Oregon	$50K	+$13.4K	2	0.02%	Increased
1904	WAM Watermark Asset Management San Ramon, California	$47K	$0	2	0.02%	Maintained
1905	Quantbot Technologies New York	$43K	-$2.24M	1	0%	Reduced
1906	RFM Royal Fund Management Lady Lake, Florida	$38K	-$4.59K	3	0.02%	Reduced
1907	IP Isthmus Partners Madison, Wisconsin	$34K	$0	2	0.01%	Maintained
1908	CWM Catamount Wealth Management Westport, Connecticut	$33K	+$32.6K	2	0.02%	New
1909	RBC Roble Belko & Company Sewickley, Pennsylvania	$31K	$0	2	0.01%	Maintained
1910	AA AlphaMark Advisors Ft. Wright, Kentucky	$28K	+$11.8K	2	0.01%	Increased
1911	CFA Camarda Financial Advisors Fleming Island, Florida	$28K	$0	1	0.03%	Maintained
1912	HCM Horrell Capital Management Little Rock, Arkansas	$28K	$0	2	0.02%	Maintained
1913	TCM TD Capital Management Memphis, Tennessee	$28K	+$3.63K	2	0.01%	Increased
1914	ACM Armbruster Capital Management Pittsford, New York	$26K	-$67K	2	0.01%	Reduced
1915	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$25K	+$7.1K	1	0.01%	Increased
1916	TG TLP Group Evanston, Illinois	$25K	-$256K	3	0.02%	Reduced
1917	CFN Cordasco Financial Network Naples, Florida	$24K	$0	1	0.03%	Maintained
1918	IDBONY Israel Discount Bank of New York New York	$23K	$0	1	0.02%	Maintained
1919	TCCM Timber Creek Capital Management Boston, Massachusetts	$23K	-$5K	1	0.02%	Reduced
1920	CFD Creative Financial Designs Kokomo, Indiana	$22K	$0	1	0.01%	Maintained
1921	GWA Guidant Wealth Advisors Palatine, Illinois	$18K	$0	1	0.01%	Maintained
1922	TCM Tradewinds Capital Management Bellingham, Washington	$15K	+$148	2	0.01%	Increased
1923	ED Exane Derivatives Paris, France	$14.7K	-$159K	3	0%	Reduced
1924	LF Lee Financial Dallas, Texas	$13K	-$32.3K	1	0%	Reduced
1925	BIMC Benson Investment Management Company Roanoke, Virginia	$12K	$0	1	0.01%	Maintained