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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	PGA Portland Global Advisors Portland, Maine	$241K	+$246K	1	0.08%	New
2052	SDAM Shulman DeMeo Asset Management Lake Success, New York	$241K	+$223K	1	0.09%	New
2053	CFD Creative Financial Designs Kokomo, Indiana	$240K	+$72.9K	1	0.13%	Increased
2054	RTS Round Table Services Westfield, New Jersey	$240K	-$17.1K	1	0.07%	Reduced
2055	CAN Claraphi Advisory Network Aliso Viejo, United States	$239K	+$220K	1	0.14%	New
2056	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$239K	+$1.09K	2	0.14%	Increased
2057	JIP JBJ Investment Partners Charleston, South Carolina	$237K	-$172K	1	0.09%	Reduced
2058	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$237K	+$219K	1	0.14%	New
2059	Empirical Finance Havertown, Pennsylvania	$236K	-$4.52K	1	0.06%	Reduced
2060	FAT First American Trust Santa Ana, California	$236K	+$241K	1	0.05%	New
2061	KB Kimelman & Baird New York	$236K	$0	1	0.03%	Maintained
2062	WA Wealth Architects Mountain View, California	$236K	+$9.95K	1	0.07%	Increased
2063	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$235K	+$217K	1	0.16%	New
2064	GWM GSB Wealth Management Guilford, Connecticut	$234K	$0	1	1.22%	Maintained
2065	JFA JNBA Financial Advisors Bloomington, Minnesota	$234K	+$24.4K	5	0.05%	Increased
2066	Pathstone Family Office Englewood, New Jersey	$233K	-$33.9K	2	0.03%	Reduced
2067	Circle Wealth Management Summit, New Jersey	$231K	-$2.22M	1	0.05%	Reduced
2068	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$229K	+$218K	1	0.06%	New
2069	NA Navellier & Associates Reno, Nevada	$229K	+$211K	1	0.04%	New
2070	PSG Planning Solutions Group Fulton, Maryland	$229K	$0	1	0.12%	Maintained
2071	ZF Zhang Financial Portage, Michigan	$229K	+$234K	1	0.1%	New
2072	B Bridgeworth Birmingham, Alabama	$228K	+$210K	1	0.09%	New
2073	FRM Foundation Resource Management Little Rock, Arkansas	$228K	$0	1	0.05%	Maintained
2074	LWM Liberty Wealth Management Oakland, California	$228K	+$18.6K	2	0.2%	Increased
2075	CFSG Community Financial Services Group Newport, Vermont	$227K	+$3.85K	1	0.08%	Increased