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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
2176	JAM JCIC Asset Management Toronto, Ontario, Canada	$35K	$0	1	0.01%	Maintained
2177	KL KWMG LLC Overland Park, Kansas	$35K	-$21K	3	0.01%	Reduced
2178	NEAM New England Asset Management Farmington, Connecticut	$34K	$0	1	0%	Maintained
2179	GWA Guidant Wealth Advisors Palatine, Illinois	$33K	$0	1	0.01%	Maintained
2180	OAJ Ogorek Anthony Joseph Williamsville, New York	$32K	$0	2	0.02%	Maintained
2181	HI Human Investing Lake Oswego, Oregon	$31K	-$128K	1	0.01%	Reduced
2182	RBC Roble Belko & Company Sewickley, Pennsylvania	$31K	$0	2	0.01%	Maintained
2183	Balentine LLC Atlanta, Georgia	$30K	-$1K	2	0%	Reduced
2184	WF WealthTrust Fairport Cleveland, Ohio	$30K	-$3.95K	1	0%	Reduced
2185	HCM Horrell Capital Management Little Rock, Arkansas	$29K	$0	2	0.01%	Maintained
2186	LWA Lowe Wealth Advisors Columbia, Maryland	$29K	+$1.6K	2	0.02%	Increased
2187	SIS Sound Income Strategies Ft Lauderdale, Florida	$28K	-$8.43K	2	0.01%	Reduced
2188	TCM TD Capital Management Memphis, Tennessee	$28K	$0	2	0.01%	Maintained
2189	MS Mizuho Securities Tokyo, Japan	$27K	$0	1	0.06%	Maintained
2190	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$26K	-$6.84K	2	0.01%	Reduced
2191	CIA CSat Investment Advisory Detroit, Michigan	$24K	-$148	3	0.01%	Reduced
2192	MAM Marquette Asset Management Minneapolis, Minnesota	$24K	+$25.5K	1	0.01%	New
2193	CFA Camarda Financial Advisors Fleming Island, Florida	$23K	+$21.3K	1	0.04%	New
2194	Moneta Group Investment Advisors St Louis, Missouri	$23K	+$23.8K	1	0%	New
2195	PCM Prelude Capital Management New York	$22K	-$2.86M	1	0%	Reduced
2196	TCM Tradewinds Capital Management Bellingham, Washington	$21K	-$39.1K	2	0.01%	Reduced
2197	QCIG Quad-Cities Investment Group Davenport, Iowa	$20K	+$152	1	0.02%	Increased
2198	Rothschild & Co Wealth Management (UK) London, United Kingdom	$19K	$0	1	0%	Maintained
2199	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$16K	$0	2	0.01%	Maintained
2200	Credit Agricole Montrouge Cedex, France	$15K	-$90.6K	1	0%	Reduced