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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	BWA Burt Wealth Advisors North Bethesda, Maryland	$323K	$0	2	0.14%	Maintained
1952	PIA Pinion Investment Advisors Wichita, Kansas	$323K	-$113K	1	0.69%	Reduced
1953	TCB Texas Capital Bancshares Dallas, Texas	$323K	$0	1	0.54%	Maintained
1954	ACM AUA Capital Management Camp Hill, Pennsylvania	$322K	$0	2	0.26%	Maintained
1955	YMRC Yorktown Management & Research Company Forest, Virginia	$322K	-$1.72M	1	0.12%	Reduced
1956	GBT Grove Bank & Trust Miami, Florida	$321K	-$4.18K	1	0.12%	Reduced
1957	SCI Stableford Capital II Scottsdale, Arizona	$321K	-$19.3K	1	0.31%	Reduced
1958	ACM Ategra Capital Management Vienna, Virginia	$320K	$0	1	0.3%	Maintained
1959	CIA Cascade Investment Advisors Oregon City, Oregon	$319K	$0	2	0.27%	Maintained
1960	AL AJO LP Philadelphia, Pennsylvania	$318K	-$641K	1	0%	Reduced
1961	PWAC Private Wealth Advisors (California) Fresno, California	$318K	$0	1	0.22%	Maintained
1962	WFM Wolff Financial Management Kalamazoo, Michigan	$318K	+$84	1	0.24%	Increased
1963	BBA Braun-Bostich & Associates Canonsburg, Pennsylvania	$317K	+$53.9K	2	0.33%	Increased
1964	KWMG King Wealth Management Group Naples, Florida	$317K	-$28.9K	1	0.09%	Reduced
1965	Meridian Wealth Management Lexington, Kentucky	$316K	+$79.7K	3	0.13%	Increased
1966	SAM SignalPoint Asset Management Springfield, Missouri	$316K	-$457K	1	0.15%	Reduced
1967	AWM Affinity Wealth Management Wilmington, Delaware	$315K	$0	1	0.12%	Maintained
1968	RTC Riverview Trust Company Vancouver, Washington	$315K	-$5.09K	2	0.22%	Reduced
1969	IIC Ironwood Investment Counsel Scottsdale, Arizona	$313K	+$49.7K	1	0.12%	Increased
1970	HCM Harvey Capital Management Palm Beach, Florida	$312K	-$58.5K	1	0.15%	Reduced
1971	SM Sciencast Management Princeton, New Jersey	$312K	-$3.83M	1	0.18%	Reduced
1972	LA LVW Advisors Pittsford, New York	$310K	-$241K	1	0.09%	Reduced
1973	SI SimpliFi Inc San Diego, California	$309K	$0	1	0.18%	Maintained
1974	ZCM Zebra Capital Management Stamford, Connecticut	$308K	-$52.9K	1	0.16%	Reduced
1975	Anchor Capital Advisors Boston, Massachusetts	$307K	-$79.7K	1	0.01%	Reduced