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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
1951	WCWM Wooster Corthell Wealth Management Glastonbury, Connecticut	$223K	$0	1	0.12%	Maintained
1952	HCA Horan Capital Advisors Cincinnati, Ohio	$222K	$0	1	0.15%	Maintained
1953	TDC Thompson Davis & Co Richmond, Virginia	$222K	-$72.9K	3	0.59%	Reduced
1954	Dodge & Cox San Francisco, California	$220K	-$13.1K	1	0%	Reduced
1955	FRM Foundation Resource Management Little Rock, Arkansas	$220K	$0	1	0.04%	Maintained
1956	QC QCM Cayman Houston, Texas	$220K	-$71.6K	1	0.57%	Reduced
1957	SBWM Sunflower Bank Wealth Management Scottsdale, Arizona	$219K	$0	1	0.06%	Maintained
1958	RT Reliance Trust Atlanta, Georgia	$218K	+$206K	1	4.5%	New
1959	FLII First Long Island Investors Jericho, New York	$216K	+$207K	1	0.03%	New
1960	TFS TrustCore Financial Services Brentwood, Tennessee	$216K	+$26.9K	3	0.08%	Increased
1961	SFM Signet Financial Management Parsippany, New Jersey	$215K	-$11.7M	5	0.04%	Reduced
1962	AC AFAM Capital Austin, Texas	$214K	$0	1	0.02%	Maintained
1963	KFGK Keystone Financial Group (Kentucky) Lexington, Kentucky	$213K	-$11.3K	1	0.12%	Reduced
1964	SHJ Sharkey, Howes & Javer Denver, Colorado	$213K	$0	1	0.12%	Maintained
1965	WPA West Paces Advisors Atlanta, Georgia	$212K	-$33.5K	3	0.16%	Reduced
1966	GPC Glacier Peak Capital Bellevue, Washington	$211K	-$609K	1	0.13%	Reduced
1967	SIM Sonora Investment Management Tucson, Arizona	$210K	+$46.4K	2	0.03%	Increased
1968	AIP Ahrens Investment Partners Lafayette, Louisiana	$210K	-$10.8K	1	0.09%	Reduced
1969	BIA Barry Investment Advisors New Bedford, Massachusetts	$210K	+$8.92K	1	0.08%	Increased
1970	BCM Buckhead Capital Management Atlanta, Georgia	$209K	$0	1	0.05%	Maintained
1971	CA Centerpoint Advisors Needham, Massachusetts	$209K	+$206K	3	0.18%	Increased
1972	One Capital Management Westlake Village, California	$209K	+$201K	1	0.04%	New
1973	PS Portfolio Solutions Royal Oak, Michigan	$209K	+$2.44K	2	0.03%	Increased
1974	GIM Greystone Investment Management Cincinnati, Ohio	$208K	$0	1	0.1%	Maintained
1975	GA Gateway Advisory Westfield, New Jersey	$207K	+$216K	1	0.06%	New