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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	JFA JNBA Financial Advisors Bloomington, Minnesota	$150K	+$28.5K	4	0.03%	Increased
2052	VCM Versant Capital Management Phoenix, Arizona	$148K	+$2.51K	7	0.07%	Increased
2053	HRC Hoertkorn Richard Charles	$145K	$0	1	0.1%	Maintained
2054	LWM Liberty Wealth Management Oakland, California	$142K	+$165K	3	0.11%	New
2055	SIA SeaBridge Investment Advisors Summit, New Jersey	$142K	$0	1	0.05%	Maintained
2056	EWM Executive Wealth Management Brighton, Michigan	$138K	+$158K	3	0.02%	New
2057	AIM Advantage Investment Management Cedar Rapids, Iowa	$135K	-$8.79K	2	0.1%	Reduced
2058	VAIA Virtus Alternative Investment Advisers Hartford, Connecticut	$135K	-$254K	2	0.07%	Reduced
2059	FTI Fiduciary Trust International Lincoln, Massachusetts	$134K	+$154K	4	0.04%	New
2060	DSI Daiwa SB Investments Tokyo, Japan	$132K	-$70.5K	2	0.03%	Reduced
2061	BBA Braun-Bostich & Associates Canonsburg, Pennsylvania	$129K	+$19.2K	2	0.14%	Increased
2062	TIM Tortoise Investment Management White Plains, New York	$127K	+$19.1K	3	0.03%	Increased
2063	AOWM Alpha Omega Wealth Management Richmond, Virginia	$123K	$0	2	0.06%	Maintained
2064	WAS WESPAC Advisors SoCal Pasadena, California	$122K	+$13.9K	2	0.08%	Increased
2065	RP Rowlandmiller & Partners Atlanta, Georgia	$121K	$0	1	0.05%	Maintained
2066	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$119K	-$101K	1	0.01%	Reduced
2067	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$118K	$0	2	0.11%	Maintained
2068	AA AlphaMark Advisors Ft. Wright, Kentucky	$115K	+$78.7K	3	0.06%	Increased
2069	CA Centerpoint Advisors Needham, Massachusetts	$115K	-$55.2K	2	0.11%	Reduced
2070	MCF Advisors Covington, Kentucky	$115K	-$28.3K	3	0.02%	Reduced
2071	RAM Riggs Asset Management Dallas, Pennsylvania	$113K	$0	2	0.08%	Maintained
2072	APC Aspire Private Capital Cornelius, North Carolina	$110K	+$129K	1	0.06%	New
2073	CPA Cowen Prime Advisors New York	$110K	$0	1	0.07%	Maintained
2074	Destination Wealth Management Walnut Creek, California	$110K	+$12.9K	2	0.01%	Increased
2075	FA Financial Advantage Columbia, Maryland	$106K	+$125K	1	0.09%	New