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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
2401	VCM Versant Capital Management Phoenix, Arizona	$128K	-$21.4K	7	0.06%	Reduced
2402	SMG Spectrum Management Group Indianapolis, Indiana	$127K	$0	2	0.05%	Maintained
2403	AA AlphaMark Advisors Ft. Wright, Kentucky	$125K	+$352	3	0.05%	Increased
2404	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$125K	-$219K	2	0.11%	Reduced
2405	FWM FSA Wealth Management Needham, Massachusetts	$122K	+$120K	3	0.09%	New
2406	CCM Cutler Capital Management Worcester, Massachusetts	$120K	$0	1	0.04%	Maintained
2407	GW&K Investment Management Boston, Massachusetts	$120K	$0	1	0%	Maintained
2408	TFA Tobias Financial Advisors Plantation, Florida	$118K	+$121K	2	0.08%	New
2409	Brinker Capital Investments Berwyn, Pennsylvania	$115K	+$1.3K	3	0%	Increased
2410	HWM Howard Wealth Management Madison, Connecticut	$113K	+$115K	3	0.09%	New
2411	Bogart Wealth LLC Mclean, Virginia	$109K	+$29.1K	2	0.03%	Increased
2412	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$103K	+$99.6K	1	0.04%	New
2413	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$103K	$0	3	0.08%	Maintained
2414	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$102K	-$263	7	0.09%	Reduced
2415	TD Ameritrade Investment Management Omaha, Nebraska	$102K	+$42.6K	3	0%	Increased
2416	WWM Willingdon Wealth Management Huntersville, North Carolina	$102K	-$21.4K	1	0.02%	Reduced
2417	AIM Arcadia Investment Management Kalamazoo, Michigan	$101K	+$72K	2	0.03%	Increased
2418	LGWM Litman Gregory Wealth Management Larkspur, California	$100K	+$67.3K	2	0.02%	Increased
2419	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$100K	$0	1	0%	Maintained
2420	KIG Kessler Investment Group Columbus, Indiana	$97K	+$93.7K	1	0.1%	New
2421	FMP Financial Management Professionals Austin, Texas	$95K	$0	2	0.03%	Maintained
2422	CCM Cribstone Capital Management Augusta, Maine	$94K	-$617K	1	0.08%	Reduced
2423	Clal Insurance Tel-Aviv, Israel	$90.3K	-$12.4M	1	0.1%	Reduced
2424	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$86.3K	-$25.2K	3	0.05%	Reduced
2425	LFG LifePlan Financial Group Dayton, Ohio	$80K	$0	2	0.04%	Maintained