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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	NPP New Potomac Partners Bethesda, Maryland	$421K	-$33K	1	0.42%	Reduced
1952	TFS TrustCore Financial Services Brentwood, Tennessee	$418K	+$30.7K	3	0.09%	Increased
1953	WAG Winthrop Advisory Group Boston, Massachusetts	$418K	-$43K	1	0.17%	Reduced
1954	AWM Alterna Wealth Management Houston, Texas	$417K	-$168K	1	0.49%	Reduced
1955	HFA High Falls Advisors Rochester, New York	$417K	$0	1	0.13%	Maintained
1956	PAM PVG Asset Management Golden, Colorado	$417K	-$1.14M	1	0.45%	Reduced
1957	ACM Armbruster Capital Management Pittsford, New York	$416K	+$408K	1	0.17%	New
1958	UC Unio Capital Princeton, New Jersey	$415K	$0	1	0.27%	Maintained
1959	AP Arlington Partners Birmingham, Alabama	$412K	-$3.28M	1	0.26%	Reduced
1960	CP Coho Partners Berwyn, Pennsylvania	$412K	-$498	1	0.01%	Reduced
1961	NFP Narus Financial Partners Salt Lake City, Utah	$412K	$0	1	0.3%	Maintained
1962	CWM Cornerstone Wealth Management St. Peters, Missouri	$410K	-$33K	1	0.07%	Reduced
1963	River Road Asset Management Louisville, Kentucky	$409K	+$395K	1	0.01%	New
1964	RIG Roosevelt Investment Group New York	$408K	+$11.2K	1	0.05%	Increased
1965	Obermeyer Wealth Partners Aspen, Colorado	$407K	+$18.1K	1	0.04%	Increased
1966	EAM Evanson Asset Management Carmel, California	$405K	$0	1	0.08%	Maintained
1967	KC Knuff & Co Foster City, California	$404K	$0	1	0.28%	Maintained
1968	AB Atlas Brown Louisville, Kentucky	$402K	$0	1	0.29%	Maintained
1969	FNC First National Corp Rockland, Massachusetts	$402K	-$75.1K	1	0.16%	Reduced
1970	AFC AFT Forsyth & Company West Palm Beach, Florida	$401K	-$77.9K	1	0.33%	Reduced
1971	Arax Advisory Partners Denver, Colorado	$401K	+$75.4K	4	0.12%	Increased
1972	CPO Cerity Partners OCIO New York	$401K	+$20.3K	1	0.02%	Increased
1973	TAM Tradition Asset Management Richmond, Virginia	$401K	-$5.89K	1	0.1%	Reduced
1974	Capital Wealth Planning Naples, Florida	$400K	-$942K	1	0.03%	Reduced
1975	CG Cynosure Group Salt Lake City, Utah	$400K	-$137K	1	0.22%	Reduced