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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
1926	GFP Gryphon Financial Partners Columbus, Ohio	$264K	+$258K	5	0.15%	New
1927	CPH C Partners Holding Zurich, Switzerland	$260K	+$265K	1	0.11%	New
1928	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$258K	+$13.1K	2	0.06%	Increased
1929	Meridian Wealth Management Lexington, Kentucky	$257K	+$228	1	0.16%	Increased
1930	FWM Focused Wealth Management Newburgh, New York	$255K	+$96.5K	2	0.08%	Increased
1931	GBA Garrison Bradford & Associates New York	$255K	$0	1	0.21%	Maintained
1932	ODCM Old Dominion Capital Management Charlottesville, Virginia	$255K	+$241K	1	0.25%	New
1933	BIG Bellwether Investment Group Chattanooga, Tennessee	$252K	$0	1	1.01%	Maintained
1934	GAG GM Advisory Group Melville, New York	$252K	+$238K	1	0.07%	New
1935	FAM Fortaleza Asset Management Chicago, Illinois	$251K	-$614K	2	1.58%	Reduced
1936	GAAM Guinness Atkinson Asset Management Pasadena, California	$251K	$0	1	0.15%	Maintained
1937	HHGA Halbert Hargrove Global Advisors Long Beach, California	$251K	-$4.48K	1	0.07%	Reduced
1938	HA Harfst & Associates Sheridan, Wyoming	$248K	+$4.33K	1	0.1%	Increased
1939	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$248K	$0	1	0.16%	Maintained
1940	PNAA Pictet North America Advisors Geneva 73, Switzerland	$248K	-$72.4K	1	0.04%	Reduced
1941	EIA Edgemoor Investment Advisors Bethesda, Maryland	$247K	-$24.1K	1	0.03%	Reduced
1942	FC Forte Capital Rochester, New York	$245K	$0	1	0.07%	Maintained
1943	GCA Gideon Capital Advisors New York	$244K	+$27.1K	1	0.22%	Increased
1944	SSA South Street Advisors New York	$244K	$0	1	0.07%	Maintained
1945	Evergreen Capital Management Bellevue, Washington	$243K	+$230K	1	0.02%	New
1946	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$243K	+$235K	2	0.18%	New
1947	Aristotle Capital Management Los Angeles, California	$242K	-$625K	1	0%	Reduced
1948	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$240K	+$12.5K	1	0.03%	Increased
1949	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$239K	$0	1	0.09%	Maintained
1950	WA WealthTrust-Arizona Scottsdale, Arizona	$239K	-$52K	4	0.12%	Reduced