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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
1976	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$223K	$0	1	0.12%	Maintained
1977	TFF The Family Firm Bethesda, Maryland	$223K	-$3.6K	1	0.09%	Reduced
1978	SBWM Sunflower Bank Wealth Management Scottsdale, Arizona	$222K	$0	1	0.06%	Maintained
1979	Boothbay Fund Management New York	$221K	+$2.12K	1	0.03%	Increased
1980	MCM Marathon Capital Management Hunt Valley, Maryland	$221K	+$210K	1	0.09%	New
1981	HA Heartland Advisors Milwaukee, Wisconsin	$219K	-$6.11K	1	0.01%	Reduced
1982	AIM Advantage Investment Management Cedar Rapids, Iowa	$218K	-$115K	2	0.07%	Reduced
1983	BC Banced Corp Edwardsville, Illinois	$218K	$0	1	0.36%	Maintained
1984	Moneta Group Investment Advisors St Louis, Missouri	$218K	-$3.38K	2	0.03%	Reduced
1985	AC AFAM Capital Austin, Texas	$217K	+$205K	1	0.02%	New
1986	SHJ Sharkey, Howes & Javer Denver, Colorado	$217K	$0	1	0.13%	Maintained
1987	BW Bison Wealth Atlanta, Georgia	$214K	+$202K	1	0.16%	New
1988	CWM Cedar Wealth Management Walnut Creek, California	$213K	-$13.1K	1	0.13%	Reduced
1989	Fenimore Asset Management Cobleskill, New York	$213K	+$201K	1	0.01%	New
1990	IC Intersect Capital San Ramon, California	$213K	+$202K	1	0.11%	New
1991	BCM Buckhead Capital Management Atlanta, Georgia	$212K	-$24.1K	1	0.05%	Reduced
1992	KJWM Kiley Juergens Wealth Management Olympia, Washington	$212K	+$204K	2	0.19%	New
1993	PFA Pathway Financial Advisors South Burlington, Vermont	$212K	+$207K	2	0.12%	New
1994	Ritholtz Wealth Management New York	$211K	-$338K	1	0.06%	Reduced
1995	GIM Greystone Investment Management Cincinnati, Ohio	$210K	+$199K	1	0.1%	New
1996	Conestoga Capital Advisors Wayne, Pennsylvania	$208K	+$197K	1	0.01%	New
1997	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$208K	+$204K	1	0.02%	New
1998	PAG Pinnacle Advisory Group Columbia, Maryland	$208K	+$197K	1	0.01%	New
1999	AF Affiance Financial St. Louis Park, Minnesota	$207K	+$203K	1	0.15%	New
2000	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$206K	-$5.13M	1	0.03%	Reduced