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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
2126	W WealthOne Albany, New York	$31K	+$36.3K	2	0.03%	New
2127	SIS Sound Income Strategies Ft Lauderdale, Florida	$30K	-$9.67K	3	0.02%	Reduced
2128	JAM JCIC Asset Management Toronto, Ontario, Canada	$29K	$0	1	0.01%	Maintained
2129	ME McIlrath & Eck Arlington, Washington	$29K	-$2.03K	3	0.02%	Reduced
2130	TFA Transamerica Financial Advisors St. Petersburg, Florida	$29K	+$2.51K	1	0.01%	Increased
2131	ED Exane Derivatives Paris, France	$28.2K	-$169	1	0.01%	Reduced
2132	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$28K	+$31.8K	2	0.02%	New
2133	NEAM New England Asset Management Farmington, Connecticut	$28K	+$33.2K	1	0%	New
2134	WF WealthTrust Fairport Cleveland, Ohio	$28K	-$81.9K	1	0%	Reduced
2135	GWA Guidant Wealth Advisors Palatine, Illinois	$27K	+$12.5K	1	0.01%	Increased
2136	OAJ Ogorek Anthony Joseph Williamsville, New York	$27K	$0	2	0.02%	Maintained
2137	RBC Roble Belko & Company Sewickley, Pennsylvania	$27K	$0	2	0.01%	Maintained
2138	Balentine LLC Atlanta, Georgia	$26K	+$7.84K	3	0%	Increased
2139	HCM Horrell Capital Management Little Rock, Arkansas	$25K	$0	2	0.01%	Maintained
2140	TCM TD Capital Management Memphis, Tennessee	$25K	+$5.02K	2	0.01%	Increased
2141	LWA Lowe Wealth Advisors Columbia, Maryland	$24K	+$16.8K	2	0.02%	Increased
2142	MS Mizuho Securities Tokyo, Japan	$24K	+$27.6K	1	0%	New
2143	FIA FNY Investment Advisers New York	$23K	-$42.2K	3	0.01%	Reduced
2144	LF Lee Financial Dallas, Texas	$23K	$0	2	0.01%	Maintained
2145	WAM Watermark Asset Management San Ramon, California	$23K	$0	1	0.01%	Maintained
2146	CFN Cordasco Financial Network Naples, Florida	$22K	-$4.19K	2	0.03%	Reduced
2147	PFC Phocas Financial Corp Alameda, California	$21K	+$24.3K	1	0%	New
2148	SFA Spectrum Financial Alliance Nicholasville, Kentucky	$21K	$0	1	0.02%	Maintained
2149	CIA CSat Investment Advisory Detroit, Michigan	$20K	+$8.12K	3	0.01%	Increased
2150	QCIG Quad-Cities Investment Group Davenport, Iowa	$17K	$0	1	0.02%	Maintained