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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	SSA South Street Advisors New York	$241K	$0	1	0.02%	Maintained
1927	Aristotle Capital Management Los Angeles, California	$239K	$0	1	0%	Maintained
1928	Empirical Finance Havertown, Pennsylvania	$238K	+$242K	1	0.06%	New
1929	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$237K	$0	1	0.02%	Maintained
1930	AF Affiance Financial St. Louis Park, Minnesota	$236K	$0	1	0.21%	Maintained
1931	FGAM Financial Gravity Asset Management Lakeway, Texas	$235K	+$270K	5	0.24%	New
1932	FGC Financial Gravity Companies Lakeway, Texas	$235K	+$50.6K	5	0.24%	Increased
1933	KPCM Kings Point Capital Management Great Neck, New York	$235K	+$108K	3	0.05%	Increased
1934	Simon Quick Advisors Morristown, New Jersey	$234K	+$25.7K	3	0.1%	Increased
1935	VAM Verity Asset Management Durham, North Carolina	$234K	-$32.8K	1	0.21%	Reduced
1936	PEA Pacific Edge Advisors Corona Del Mar, California	$233K	+$243K	1	0.14%	New
1937	EIA Edgemoor Investment Advisors Bethesda, Maryland	$232K	$0	1	0.03%	Maintained
1938	EIG Ellenbecker Investment Group Waukesha, Wisconsin	$232K	-$29.6K	1	0.19%	Reduced
1939	VCAM Van Cleef Asset Management Beachwood, Ohio	$232K	+$242K	1	0.06%	New
1940	KLWA Kelly Lawrence W & Associates Pasadens, California	$229K	$0	1	0.04%	Maintained
1941	TC Trust Company Manhattan, Kansas	$229K	-$47.4K	3	0.08%	Reduced
1942	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$228K	+$991	1	0.16%	Increased
1943	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$228K	+$218K	1	0.06%	New
1944	WCM Windsor Capital Management Phoenix, Arizona	$228K	+$6.69K	1	0.11%	Increased
1945	GWM GSB Wealth Management Guilford, Connecticut	$226K	$0	1	1.09%	Maintained
1946	CPH C Partners Holding Zurich, Switzerland	$225K	-$38.7K	1	0.09%	Reduced
1947	CGA Crescent Grove Advisors Lake Forest, Illinois	$225K	$0	1	0.06%	Maintained
1948	LFA Legacy Financial Advisors Covington, Kentucky	$225K	-$152K	4	0.09%	Reduced
1949	ICA Infrastructure Capital Advisors New York	$224K	+$234K	1	0.02%	New
1950	LA Lucus Advisors New York	$224K	-$105K	1	0.39%	Reduced