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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	AI Atom Investors Austin, Texas	$252K	+$246K	1	0.02%	New
1952	PWMG Prestige Wealth Management Group Flemington, New Jersey	$252K	+$288K	6	0.19%	New
1953	BWM Baystate Wealth Management Boston, Massachusetts	$250K	-$6.59K	3	0.04%	Reduced
1954	C Cerebellum San Francisco, California	$249K	-$78.7K	1	0.17%	Reduced
1955	IPW Inlet Private Wealth Jupiter, Florida	$246K	+$289K	1	0.13%	New
1956	WCM Windsor Capital Management Phoenix, Arizona	$246K	+$49.3K	1	0.13%	Increased
1957	CCM Consolidated Capital Management Burbank, California	$245K	$0	1	0.2%	Maintained
1958	FCA FLC Capital Advisors Palm Desert, California	$245K	+$276K	1	0.17%	New
1959	NCM Northwest Capital Management Lake Oswego, Oregon	$245K	$0	1	0.34%	Maintained
1960	CIA Cascade Investment Advisors Oregon City, Oregon	$245K	$0	2	0.25%	Maintained
1961	BA BKS Advisors Southfield, Michigan	$244K	+$9.1K	1	0.11%	Increased
1962	CA Continuum Advisory Eagle, Idaho	$244K	-$84.4K	1	0.18%	Reduced
1963	LJAC L.J. Altfest & Co New York	$244K	$0	1	0.07%	Maintained
1964	CL CIM LLC Albany, New York	$243K	+$10.8K	1	0.11%	Increased
1965	HR Hayden Royal Charlotte, North Carolina	$243K	+$285K	1	0.12%	New
1966	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$242K	+$22.5K	1	0.18%	Increased
1967	VNB Virginia National Bank Charlottesville, Virginia	$242K	-$7.45K	1	0.18%	Reduced
1968	NSG Nalls Sherbakoff Group Knoxville, Tennessee	$241K	+$270K	3	0.39%	New
1969	BWM BigSur Wealth Management Miami, Florida	$240K	$0	1	0.17%	Maintained
1970	KPCM Kings Point Capital Management Great Neck, New York	$240K	+$62.3K	3	0.05%	Increased
1971	HS Horan Securities Cincinnati, United States	$239K	$0	2	0.28%	Maintained
1972	PL Parthenon LLC Louisville, Kentucky	$239K	$0	1	0.06%	Maintained
1973	BOS Bingham Osborn & Scarborough San Francisco, California	$238K	+$279K	1	0.02%	New
1974	MC Mathes Company New York	$237K	-$106K	1	0.15%	Reduced
1975	SSG Summit Securities Group New York	$234K	-$37.4K	1	0.02%	Reduced