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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	Boothbay Fund Management New York	$223K	-$14.7K	1	0.02%	Reduced
1952	PCP Proficio Capital Partners Newton, Massachusetts	$223K	+$10.1K	5	0.07%	Increased
1953	Fenimore Asset Management Cobleskill, New York	$221K	+$211K	1	0.01%	New
1954	FAM Foothills Asset Management Scottsdale, Arizona	$221K	+$211K	1	0.17%	New
1955	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$220K	-$209K	1	0.02%	Reduced
1956	SCG Sonata Capital Group Seattle, Washington	$220K	+$210K	1	0.15%	New
1957	WPA West Paces Advisors Atlanta, Georgia	$219K	$0	3	0.16%	Maintained
1958	EIG Ellenbecker Investment Group Waukesha, Wisconsin	$216K	-$10.5K	1	0.16%	Reduced
1959	Truepoint Inc Cincinnati, Ohio	$216K	+$206K	1	0.02%	New
1960	EAM Exane Asset Management Paris, France	$215K	+$207K	1	0.07%	New
1961	CWA Asset Management Group Naples, Florida	$215K	+$206K	1	0.05%	New
1962	SIM Sonora Investment Management Tucson, Arizona	$215K	-$12.8K	2	0.03%	Reduced
1963	AF Affiance Financial St. Louis Park, Minnesota	$214K	$0	1	0.14%	Maintained
1964	HC Hamilton Capital Columbus, Ohio	$214K	+$204K	1	0.08%	New
1965	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$214K	+$204K	1	0.1%	New
1966	BPB Badgley, Phelps & Bell Seattle, Washington	$213K	+$203K	1	0.01%	New
1967	CA Centerpoint Advisors Needham, Massachusetts	$212K	-$5K	2	0.17%	Reduced
1968	TFF The Family Firm Bethesda, Maryland	$212K	-$14.9K	1	0.08%	Reduced
1969	Empirical Finance Havertown, Pennsylvania	$211K	+$201K	1	0.05%	New
1970	FCM Firsthand Capital Management San Jose, California	$210K	+$200K	1	0.1%	New
1971	AWM Aries Wealth Management Portland, Maine	$209K	$0	1	0.19%	Maintained
1972	CFSG Community Financial Services Group Newport, Vermont	$208K	+$199K	1	0.07%	New
1973	DA Doliver Advisors Houston, Texas	$208K	-$200K	1	0.09%	Reduced
1974	AFA Arlington Financial Advisors Santa Barbara, California	$207K	$0	1	0.12%	Maintained
1975	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$207K	$0	1	0.06%	Maintained