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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
2101	IDBONY Israel Discount Bank of New York New York	$26K	$0	1	0.02%	Maintained
2102	TCM TD Capital Management Memphis, Tennessee	$26K	-$4K	1	0.01%	Reduced
2103	CFN Cordasco Financial Network Naples, Florida	$25K	$0	1	0.03%	Maintained
2104	TCCM Timber Creek Capital Management Boston, Massachusetts	$25K	$0	1	0.02%	Maintained
2105	TG TLP Group Evanston, Illinois	$25K	-$1.13K	3	0.02%	Reduced
2106	CFD Creative Financial Designs Kokomo, Indiana	$24K	$0	1	0.02%	Maintained
2107	LF Lee Financial Dallas, Texas	$24K	+$9.31K	2	0.01%	Increased
2108	VEA Virtus ETF Advisers New York	$21K	+$20.4K	1	0.03%	New
2109	GWA Guidant Wealth Advisors Palatine, Illinois	$20K	$0	1	0.01%	Maintained
2110	SP SWS Partners Columbus, Ohio	$20K	+$18.7K	2	0.02%	New
2111	AP Advisors Preferred Rockville, Maryland	$17K	-$468K	1	0.01%	Reduced
2112	TCM Tradewinds Capital Management Bellingham, Washington	$17K	$0	2	0.01%	Maintained
2113	VDFA Vickerman & Driscoll Financial Advisors Spokane, Washington	$17K	+$15.7K	1	0.01%	New
2114	OAJ Ogorek Anthony Joseph Williamsville, New York	$16K	+$16.5K	1	0.01%	New
2115	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$14K	-$80.3K	2	0.01%	Reduced
2116	CFG CKW Financial Group Honolulu, Hawaii	$13K	$0	1	0%	Maintained
2117	RCG Ruggie Capital Group Tavares, Florida	$10K	+$9.87K	1	0.01%	New
2118	Hillsdale Investment Management Toronto, Ontario, Canada	$8K	-$3.61K	2	0%	Reduced
2119	CFA Camarda Financial Advisors Fleming Island, Florida	$7K	-$22.4K	1	0.01%	Reduced
2120	FFG Ford Financial Group Fresno, California	$7K	+$7.7K	1	0.01%	New
2121	PA Perennial Advisors New York	$7K	$0	1	0%	Maintained
2122	AA AlphaMark Advisors Ft. Wright, Kentucky	$6K	-$23K	1	0%	Reduced
2123	CA Centerpoint Advisors Needham, Massachusetts	$6K	+$6.22K	1	0.01%	New
2124	FFW Fusion Family Wealth Woodbury, New York	$6K	+$6K	1	0%	New
2125	PCFFS Pacific Center for Financial Services San Ramon, California	$6K	$0	1	0%	Maintained