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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	SIM Sonora Investment Management Tucson, Arizona	$208K	+$4.86K	2	0.03%	Increased
1952	BCM Buckhead Capital Management Atlanta, Georgia	$207K	$0	1	0.07%	Maintained
1953	WAG Winthrop Advisory Group Boston, Massachusetts	$207K	$0	1	0.14%	Maintained
1954	GIM Greystone Investment Management Cincinnati, Ohio	$206K	$0	1	0.09%	Maintained
1955	AIP Ahrens Investment Partners Lafayette, Louisiana	$205K	-$3.68K	1	0.09%	Reduced
1956	Conestoga Capital Advisors Wayne, Pennsylvania	$204K	$0	1	0.01%	Maintained
1957	PW Peninsula Wealth San Francisco, California	$204K	+$203K	1	0.12%	New
1958	PCM Prelude Capital Management New York	$204K	-$24.1K	2	0.01%	Reduced
1959	TDC Thompson Davis & Co Richmond, Virginia	$204K	+$486	2	0.49%	Increased
1960	WPA West Paces Advisors Atlanta, Georgia	$203K	+$5.87K	3	0.15%	Increased
1961	AWM Aries Wealth Management Portland, Maine	$203K	+$186K	1	0.19%	New
1962	EIG Ellenbecker Investment Group Waukesha, Wisconsin	$203K	-$27.5K	1	0.16%	Reduced
1963	VCM Virtue Capital Management Brentwood, Tennessee	$203K	-$112K	1	0.1%	Reduced
1964	MCM Marathon Capital Management Hunt Valley, Maryland	$201K	-$57.9K	1	0.08%	Reduced
1965	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$201K	$0	1	0.06%	Maintained
1966	Csenge Advisory Group Clearwater, Florida	$200K	-$117K	1	0.07%	Reduced
1967	CA Centerpoint Advisors Needham, Massachusetts	$199K	$0	3	0.17%	Maintained
1968	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$196K	+$187K	1	0.15%	New
1969	EVC Eidelman Virant Capital Saint Louis, Missouri	$196K	+$144K	1	0.12%	Increased
1970	JFA JNBA Financial Advisors Bloomington, Minnesota	$193K	-$3.05K	4	0.04%	Reduced
1971	PCP Proficio Capital Partners Newton, Massachusetts	$192K	-$2.43K	6	0.08%	Reduced
1972	FWM Focused Wealth Management Newburgh, New York	$187K	$0	2	0.06%	Maintained
1973	C Cerebellum San Francisco, California	$182K	-$60.8K	2	0.31%	Reduced
1974	MCA Mercer Capital Advisers Little Silver, New Jersey	$182K	$0	1	0.13%	Maintained
1975	SFM Signet Financial Management Parsippany, New Jersey	$182K	-$21.6K	4	0.03%	Reduced