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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	DSI Daiwa SB Investments Tokyo, Japan	$145K	-$10.8K	2	0.03%	Reduced
2102	LHC Little House Capital Braintree, Massachusetts	$145K	+$143K	2	0.11%	New
2103	SMG Spectrum Management Group Indianapolis, Indiana	$145K	+$32.1K	2	0.04%	Increased
2104	TIM Tortoise Investment Management White Plains, New York	$145K	-$5.78K	3	0.04%	Reduced
2105	NWM Northwest Wealth Management Spencer, Iowa	$144K	+$42.2K	2	0.11%	Increased
2106	EWM Executive Wealth Management Brighton, Michigan	$142K	-$20.5K	3	0.03%	Reduced
2107	CQS Credential Qtrade Securities Vancouver,	$141K	-$78.6K	2	0.03%	Reduced
2108	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$140K	$0	2	0.11%	Maintained
2109	MCF Advisors Covington, Kentucky	$138K	$0	3	0.02%	Maintained
2110	FEG Financial Enhancement Group Anderson, Indiana	$134K	+$37.7K	2	0.04%	Increased
2111	Harvest Fund Management Beijing, China	$134K	+$38.5K	1	0.02%	Increased
2112	APC Aspire Private Capital Cornelius, North Carolina	$133K	$0	1	0.07%	Maintained
2113	CA Centerpoint Advisors Needham, Massachusetts	$133K	$0	2	0.11%	Maintained
2114	SFA Semmax Financial Advisors Winston Salem, North Carolina	$133K	+$44.7K	1	0.09%	Increased
2115	WA WP Advisors San Francisco, California	$132K	+$123K	1	0.14%	New
2116	FA Fortis Advisors Wayne, Pennsylvania	$129K	+$30.2K	1	0.07%	Increased
2117	CB CNB Bank Clearfield, Pennsylvania	$128K	+$64.7K	2	0.07%	Increased
2118	FA Financial Advantage Columbia, Maryland	$128K	$0	1	0.09%	Maintained
2119	KFS Kelly Financial Services Braintree, Massachusetts	$126K	+$122K	3	0.14%	New
2120	TI Truehand Inc Strafford, New Hampshire	$122K	-$836	1	0.09%	Reduced
2121	WAS WESPAC Advisors SoCal Pasadena, California	$122K	-$9.27K	2	0.07%	Reduced
2122	CPA Cowen Prime Advisors New York	$121K	$0	1	0.06%	Maintained
2123	Brinker Capital Investments Berwyn, Pennsylvania	$119K	+$53K	2	0%	Increased
2124	CIM Contravisory Investment Management Norwell, Massachusetts	$117K	-$280K	1	0.05%	Reduced
2125	Erste Asset Management Vienna, Austria	$117K	$0	1	0.01%	Maintained