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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	CIA CSat Investment Advisory Detroit, Michigan	$449K	+$69.7K	5	0.14%	Increased
1927	Waverly Advisors Birmingham, Alabama	$449K	+$1.41K	1	0.06%	Increased
1928	HHAA Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$448K	-$42.9K	1	0.07%	Reduced
1929	MWPCG Measured Wealth Private Client Group Portsmouth, New Hampshire	$446K	-$43.6K	1	0.29%	Reduced
1930	TCI Wealth Advisors Tucson, Arizona	$446K	-$217K	5	0.2%	Reduced
1931	HCM Hengehold Capital Management Cincinnati, Ohio	$445K	+$202K	2	0.08%	Increased
1932	CA Cornerstone Advisory Hunt Valley, Maryland	$444K	-$13.2K	1	0.1%	Reduced
1933	GAM Gould Asset Management Claremont, California	$443K	-$77.2K	1	0.16%	Reduced
1934	AFM Andesa Financial Management Allentown, Pennsylvania	$439K	+$72.1K	1	0.42%	Increased
1935	CBA Coastal Bridge Advisors Westport, Connecticut	$439K	+$9.05K	1	0.15%	Increased
1936	APW Acima Private Wealth Richmond, Virginia	$437K	+$29.1K	2	0.33%	Increased
1937	DWM Darwin Wealth Management Tampa, Florida	$437K	-$4.91K	1	0.13%	Reduced
1938	QCM Quest Capital Management Dallas, Texas	$437K	+$110K	1	0.11%	Increased
1939	WAM Weatherly Asset Management Del Mar, California	$435K	-$13.2K	1	0.09%	Reduced
1940	GHA GW Henssler & Associates Kennesaw, Georgia	$434K	+$426K	1	0.04%	New
1941	OC Oakworth Capital Birmingham, Alabama	$434K	-$251K	3	0.08%	Reduced
1942	FNT First Nebraska Trust Lincoln, Nebraska	$431K	$0	1	0.07%	Maintained
1943	GCA Greenwood Capital Associates Greenwood, South Carolina	$430K	-$183K	1	0.1%	Reduced
1944	CWS Cypress Wealth Services Palm Desert, California	$428K	-$14.5K	1	0.12%	Reduced
1945	FLII First Long Island Investors Jericho, New York	$428K	+$420K	1	0.05%	New
1946	TSS Two Sigma Securities New York	$428K	-$1.72M	2	0%	Reduced
1947	BI Bredin Investment Wilmington, Delaware	$425K	$0	1	0.37%	Maintained
1948	VNA Valley National Advisers Bethlehem, Pennsylvania	$424K	+$37.7K	4	0.12%	Increased
1949	SAM Security Asset Management New York	$423K	$0	1	0.28%	Maintained
1950	DA Doliver Advisors Houston, Texas	$422K	+$29.7K	1	0.17%	Increased