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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
2451	AA AlphaMark Advisors Ft. Wright, Kentucky	$43K	-$46.6K	1	0.02%	Reduced
2452	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$43K	+$39.4K	1	0.05%	New
2453	FRA Front Row Advisors Tiburon, California	$42K	-$2.31K	2	0.02%	Reduced
2454	Harvest Fund Management Beijing, China	$42K	-$148K	1	0%	Reduced
2455	CQS Credential Qtrade Securities Vancouver,	$41.5K	+$29.7K	1	0%	Increased
2456	CA Centerpoint Advisors Needham, Massachusetts	$41K	-$2.23K	1	0.03%	Reduced
2457	DWMG DB Wealth Management Group San Diego, California	$40K	+$38.3K	2	0.03%	New
2458	EA Elm Advisors Burlingame, California	$40K	+$40.1K	2	0.02%	New
2459	D Diversified Wilmington, Delaware	$39K	+$44K	1	0.03%	New
2460	OAJ Ogorek Anthony Joseph Williamsville, New York	$38K	$0	3	0.02%	Maintained
2461	SWA SOA Wealth Advisors New York	$37K	+$35.2K	3	0.01%	New
2462	AIM Arcadia Investment Management Kalamazoo, Michigan	$36K	-$2K	1	0.01%	Reduced
2463	CH Canton Hathaway Providence, Rhode Island	$36K	+$33.4K	1	0.01%	New
2464	SPWG Sage Private Wealth Group Oakbrook Terrace, Illinois	$35K	+$34K	1	0.1%	New
2465	Sageworth Trust Lancaster, Pennsylvania	$35K	+$7.56K	2	0%	Increased
2466	IWP IAG Wealth Partners Waukesha, Wisconsin	$34K	$0	3	0.01%	Maintained
2467	TIM Tortoise Investment Management White Plains, New York	$33K	+$9.15K	3	0.01%	Increased
2468	CIA CSat Investment Advisory Detroit, Michigan	$32K	-$413K	3	0.03%	Reduced
2469	LGA Lebenthal Global Advisors Hauppauge, New York	$32K	+$30.6K	2	0.02%	New
2470	RBC Roble Belko & Company Sewickley, Pennsylvania	$32K	$0	3	0.01%	Maintained
2471	AFS Annapolis Financial Services Annapolis, Maryland	$30K	+$27.3K	1	0.01%	New
2472	FWM FSA Wealth Management Needham, Massachusetts	$30K	+$27.5K	1	0.02%	New
2473	Kayne Anderson Rudnick Investment Management Los Angeles, California	$30K	+$24.3K	2	0%	Increased
2474	IPW IronBridge Private Wealth Austin, Texas	$29K	+$26.7K	1	0.02%	New
2475	TCM TD Capital Management Memphis, Tennessee	$29K	$0	2	0%	Maintained