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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
2051	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$52K	+$51.4K	2	0.01%	New
2052	SWMG Signature Wealth Management Group Atlanta, Georgia	$47K	$0	3	0.04%	Maintained
2053	EVC Eidelman Virant Capital Saint Louis, Missouri	$46K	$0	1	0.03%	Maintained
2054	RFM Royal Fund Management Lady Lake, Florida	$43K	-$2.14K	3	0.02%	Reduced
2055	CIM Corbyn Investment Management Lutherville, Maryland	$40K	+$41.6K	1	0.01%	New
2056	RBC Roble Belko & Company Sewickley, Pennsylvania	$35K	$0	2	0.01%	Maintained
2057	ME McIlrath & Eck Arlington, Washington	$32K	-$12.4K	3	0.02%	Reduced
2058	HCM Horrell Capital Management Little Rock, Arkansas	$31K	$0	2	0.02%	Maintained
2059	OAJ Ogorek Anthony Joseph Williamsville, New York	$31K	+$13.2K	2	0.03%	Increased
2060	SFA Spectrum Financial Alliance Nicholasville, Kentucky	$30K	+$31.5K	1	0.02%	New
2061	TCM TD Capital Management Memphis, Tennessee	$29K	$0	1	0.01%	Maintained
2062	TC Trilogy Capital Irvine, California	$29K	+$30.5K	1	0%	New
2063	POIA Pin Oak Investment Advisors Houston, Texas	$28K	$0	1	0.02%	Maintained
2064	PS Portfolio Strategies Monsey, New York	$27K	$0	1	0.02%	Maintained
2065	SIS Sound Income Strategies Ft Lauderdale, Florida	$26K	-$2.64K	3	0.02%	Reduced
2066	BA Ballew Advisors Jackson, Mississippi	$25K	+$26.3K	1	0.02%	New
2067	IDBONY Israel Discount Bank of New York New York	$25K	$0	1	0.02%	Maintained
2068	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$25K	-$78.7K	1	0.01%	Reduced
2069	TCCM Timber Creek Capital Management Boston, Massachusetts	$25K	$0	1	0.02%	Maintained
2070	PW Price Wealth Austin, Texas	$24K	-$24.8K	3	0.01%	Reduced
2071	CFD Creative Financial Designs Kokomo, Indiana	$23K	$0	1	0.01%	Maintained
2072	RPG Risk Paradigm Group Austin, Texas	$22K	-$19.5K	1	0.03%	Reduced
2073	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$22K	-$62.2K	1	0.01%	Reduced
2074	TA Townsend & Associates Westminster, Colorado	$22K	-$77.4K	1	0.02%	Reduced
2075	CFN Cordasco Financial Network Naples, Florida	$21K	$0	1	0.02%	Maintained