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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	HCM Horrell Capital Management Little Rock, Arkansas	$30K	$0	2	0.02%	Maintained
2052	ME McIlrath & Eck Arlington, Washington	$29K	$0	3	0.02%	Maintained
2053	WAM Watermark Asset Management San Ramon, California	$29K	-$21K	1	0.01%	Reduced
2054	OAJ Ogorek Anthony Joseph Williamsville, New York	$28K	$0	2	0.02%	Maintained
2055	TCM TD Capital Management Memphis, Tennessee	$26K	$0	1	0.01%	Maintained
2056	IDBONY Israel Discount Bank of New York New York	$25K	$0	1	0.02%	Maintained
2057	SFA Spectrum Financial Alliance Nicholasville, Kentucky	$25K	-$4.93K	1	0.02%	Reduced
2058	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$25K	$0	1	0.01%	Maintained
2059	TCCM Timber Creek Capital Management Boston, Massachusetts	$25K	$0	1	0.02%	Maintained
2060	IP Isthmus Partners Madison, Wisconsin	$21K	$0	1	0.01%	Maintained
2061	TA Townsend & Associates Westminster, Colorado	$21K	$0	1	0.02%	Maintained
2062	TCM Tradewinds Capital Management Bellingham, Washington	$21K	$0	2	0.01%	Maintained
2063	TAM Trust Asset Management Houston, Texas	$20K	+$21.7K	1	0.01%	New
2064	GWA Guidant Wealth Advisors Palatine, Illinois	$19K	-$1.25K	1	0.01%	Reduced
2065	QCIG Quad-Cities Investment Group Davenport, Iowa	$19K	+$19.9K	1	0.02%	New
2066	POIA Pin Oak Investment Advisors Houston, Texas	$18K	-$10.2K	1	0.01%	Reduced
2067	Rothschild & Co Wealth Management (UK) London, United Kingdom	$18K	$0	1	0%	Maintained
2068	VDFA Vickerman & Driscoll Financial Advisors Spokane, Washington	$16K	+$157	1	0.01%	Increased
2069	ML McAdam LLC Philadelphia, Pennsylvania	$15K	-$5K	2	0.01%	Reduced
2070	CIA CSat Investment Advisory Detroit, Michigan	$14K	+$14.1K	3	0.01%	New
2071	BIMC Benson Investment Management Company Roanoke, Virginia	$13K	$0	1	0.01%	Maintained
2072	CFG CKW Financial Group Honolulu, Hawaii	$13K	$0	1	0%	Maintained
2073	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$13K	-$1.45K	2	0%	Reduced
2074	Bogart Wealth LLC Mclean, Virginia	$12K	+$9.4K	1	0.01%	Increased
2075	CFC Coyle Financial Counsel Glenview, Illinois	$12K	+$12.1K	2	0.01%	New