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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	AP Arlington Partners Birmingham, Alabama	$299K	-$1.48M	1	0.21%	Reduced
1952	ER Enlightenment Research Miami, Florida	$297K	-$519K	1	0.58%	Reduced
1953	CCM Consolidated Capital Management Burbank, California	$296K	$0	1	0.19%	Maintained
1954	OPA Old Port Advisors Portland, Maine	$296K	$0	1	0.16%	Maintained
1955	BA BKS Advisors Southfield, Michigan	$295K	$0	1	0.12%	Maintained
1956	CPSAC Chas P. Smith & Associates (CPS) Lakeland, Florida	$295K	-$61.3K	1	0.04%	Reduced
1957	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$295K	-$108K	1	0.02%	Reduced
1958	VHAM Van Hulzen Asset Management El Dorado Hills, California	$295K	-$90.2K	1	0.08%	Reduced
1959	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$294K	+$22.7K	1	0.05%	Increased
1960	VNB Virginia National Bank Charlottesville, Virginia	$293K	$0	1	0.2%	Maintained
1961	BWM BigSur Wealth Management Miami, Florida	$290K	$0	1	0.19%	Maintained
1962	FWM Fairhaven Wealth Management Oak Brook, Illinois	$289K	+$36.7K	1	0.27%	Increased
1963	GIA Gargoyle Investment Advisor Englewood, New Jersey	$289K	+$298K	1	0.28%	New
1964	TLP Trinity Legacy Partners Houston, Texas	$287K	+$291K	1	0.19%	New
1965	IF IRON Financial Northbrook, Illinois	$286K	+$18.2K	1	0.18%	Increased
1966	VI Versor Investments New York	$285K	+$294K	1	0.03%	New
1967	VCM Virtue Capital Management Brentwood, Tennessee	$285K	-$48.2K	1	0.1%	Reduced
1968	BWM Baystate Wealth Management Boston, Massachusetts	$284K	-$19.2K	3	0.04%	Reduced
1969	Cannell & Spears New York	$284K	-$136K	1	0.04%	Reduced
1970	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$283K	+$9.82K	4	0.11%	Increased
1971	JA JOYN Advisors Atlanta, Georgia	$283K	-$210K	1	0.07%	Reduced
1972	KPCM Kings Point Capital Management Great Neck, New York	$283K	$0	3	0.06%	Maintained
1973	LJAC L.J. Altfest & Co New York	$281K	-$13.5K	1	0.07%	Reduced
1974	SAM Summit Asset Management Memphis, Tennessee	$281K	$0	1	0.14%	Maintained
1975	FAN Financial Advisors Network Tustin, California	$280K	-$711K	1	0.16%	Reduced