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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
2201	TCM TD Capital Management Memphis, Tennessee	$32K	$0	2	0.01%	Maintained
2202	HI Human Investing Lake Oswego, Oregon	$31K	$0	1	0.01%	Maintained
2203	TFA Transamerica Financial Advisors St. Petersburg, Florida	$30K	+$30.5K	1	0.01%	New
2204	Simon Quick Advisors Morristown, New Jersey	$29.4K	-$34.3K	2	0.01%	Reduced
2205	LWA Lowe Wealth Advisors Columbia, Maryland	$29K	-$1.76K	2	0.02%	Reduced
2206	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$26K	$0	2	0.01%	Maintained
2207	PFC Phocas Financial Corp Alameda, California	$25K	+$25.9K	1	0%	New
2208	EWA Evolution Wealth Advisors Aventura, Florida	$24K	+$23.2K	2	0.01%	New
2209	SIS Sound Income Strategies Ft Lauderdale, Florida	$24K	-$3.43K	2	0.01%	Reduced
2210	AIM Arcadia Investment Management Kalamazoo, Michigan	$23K	-$43K	2	0.01%	Reduced
2211	TCM Tradewinds Capital Management Bellingham, Washington	$23K	$0	2	0.01%	Maintained
2212	TD Ameritrade Investment Management Omaha, Nebraska	$22K	+$20.1K	2	0%	Increased
2213	MAM Marquette Asset Management Minneapolis, Minnesota	$20K	$0	1	0.01%	Maintained
2214	NIM NuWave Investment Management Parsippany, New Jersey	$19K	-$991K	2	0.02%	Reduced
2215	Rothschild & Co Wealth Management (UK) London, United Kingdom	$19K	$0	1	0%	Maintained
2216	Twin Tree Management Dallas, Texas	$19K	+$18K	1	0%	New
2217	CFA Camarda Financial Advisors Fleming Island, Florida	$17K	-$6.52K	1	0.03%	Reduced
2218	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$16K	-$451	2	0.01%	Reduced
2219	Bogart Wealth LLC Mclean, Virginia	$13K	$0	1	0.01%	Maintained
2220	FWM Focused Wealth Management Newburgh, New York	$13K	-$66.4K	1	0%	Reduced
2221	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$10K	+$5.96K	1	0.01%	Increased
2222	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$10K	-$103K	1	0.01%	Reduced
2223	GFPC Global Financial Private Capital Sarasota, Florida	$9K	+$8.78K	1	0%	New
2224	NCM New Capital Management Houston, Texas	$8K	+$84	1	0.01%	Increased
2225	FEG Financial Enhancement Group Anderson, Indiana	$7K	-$130K	1	0%	Reduced