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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
2151	FRM Foundation Resource Management Little Rock, Arkansas	$239K	$0	1	0.05%	Maintained
2152	MA MONECO Advisors Fairfield, Connecticut	$239K	-$18.8K	1	0.19%	Reduced
2153	SNS Financial Group Minneapolis, Minnesota	$239K	+$4.73K	1	0.05%	Increased
2154	TFF The Family Firm Bethesda, Maryland	$239K	+$226K	1	0.08%	New
2155	PPP Private Portfolio Partners Paramus, New Jersey	$238K	+$14.9K	1	0.11%	Increased
2156	BCA Berman Capital Advisors Atlanta, Georgia	$236K	+$15.2K	6	0.07%	Increased
2157	CF Corrigan Financial Middletown, Rhode Island	$236K	$0	1	0.17%	Maintained
2158	JFA JNBA Financial Advisors Bloomington, Minnesota	$235K	-$12.6K	4	0.05%	Reduced
2159	WGCA Wolf Group Capital Advisors Fairfax, Virginia	$235K	-$69.2K	1	0.16%	Reduced
2160	DI DFPG Investments Sandy, Utah	$234K	+$205	1	0.19%	Increased
2161	GIA Gargoyle Investment Advisor Englewood, New Jersey	$234K	$0	1	0.3%	Maintained
2162	MCM Mengis Capital Management Portland, Oregon	$233K	+$7.22K	1	0.07%	Increased
2163	SHJ Sharkey, Howes & Javer Denver, Colorado	$232K	$0	1	0.1%	Maintained
2164	CA Cumberland Advisors Sarasota, Florida	$231K	$0	1	0.07%	Maintained
2165	KFGK Keystone Financial Group (Kentucky) Lexington, Kentucky	$231K	+$8.55K	1	0.07%	Increased
2166	Advisory Alpha Holland, Michigan	$230K	+$226K	3	0.07%	New
2167	Group One Trading Chicago, Illinois	$229K	-$1.63M	1	0%	Reduced
2168	LWA Lenox Wealth Advisors New York	$228K	-$6.62K	4	0.04%	Reduced
2169	BCP Berkeley Capital Partners Milton, Georgia	$227K	+$219K	1	0.12%	New
2170	FFG Fortem Financial Group Palm Desert, California	$227K	+$215K	1	0.19%	New
2171	JLBC J.L. Bainbridge & Co Sarasota, Florida	$227K	+$219K	1	0.03%	New
2172	OC Oakmont Corp Los Angeles, California	$227K	$0	1	0.04%	Maintained
2173	AIP Ahrens Investment Partners Lafayette, Louisiana	$224K	$0	1	0.1%	Maintained
2174	KLWA Kelly Lawrence W & Associates Pasadens, California	$223K	$0	1	0.04%	Maintained
2175	LFA Legacy Financial Advisors Covington, Kentucky	$223K	-$6.06K	1	0.07%	Reduced