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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	GAM Gemmer Asset Management Walnut Creek, California	$172K	+$1.49K	6	0.06%	Increased
1977	HRC Hoertkorn Richard Charles	$171K	$0	1	0.1%	Maintained
1978	GFP Gryphon Financial Partners Columbus, Ohio	$170K	-$4.96K	4	0.08%	Reduced
1979	PVH Psagot Value Holdings Tel Aviv, Israel	$169K	$0	1	0.01%	Maintained
1980	ACM Aviance Capital Management Sarasota, Florida	$167K	-$2.29M	1	0.01%	Reduced
1981	SIA SeaBridge Investment Advisors Summit, New Jersey	$167K	$0	1	0.04%	Maintained
1982	VCM Versant Capital Management Phoenix, Arizona	$166K	-$470	7	0.07%	Reduced
1983	Simon Quick Advisors Morristown, New Jersey	$165K	-$65.8K	3	0.07%	Reduced
1984	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$164K	$0	2	0.12%	Maintained
1985	ACM Adalta Capital Management New York	$163K	+$162K	1	0.12%	New
1986	FAM Fortaleza Asset Management Chicago, Illinois	$162K	+$46.6K	1	1.31%	Increased
1987	IWP Icon Wealth Partners Houston, Texas	$160K	+$9.99K	3	0.07%	Increased
1988	BLA Balter Liquid Alternatives Boston, Massachusetts	$154K	+$166K	1	0.12%	New
1989	AIM Arcadia Investment Management Kalamazoo, Michigan	$152K	$0	3	0.04%	Maintained
1990	AOWM Alpha Omega Wealth Management Richmond, Virginia	$144K	$0	2	0.07%	Maintained
1991	RP Rowlandmiller & Partners Atlanta, Georgia	$142K	$0	1	0.06%	Maintained
1992	CPA Cowen Prime Advisors New York	$138K	$0	1	0.07%	Maintained
1993	MCF Advisors Covington, Kentucky	$137K	$0	3	0.03%	Maintained
1994	TIM Tortoise Investment Management White Plains, New York	$135K	$0	3	0.04%	Maintained
1995	RAM Riggs Asset Management Dallas, Pennsylvania	$134K	-$1.98K	2	0.06%	Reduced
1996	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$133K	$0	3	0.1%	Maintained
1997	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$132K	-$12.5K	4	0.05%	Reduced
1998	PO Private Ocean San Rafael, California	$130K	+$626	2	0.06%	Increased
1999	AIM Advantage Investment Management Cedar Rapids, Iowa	$128K	-$36.2K	2	0.09%	Reduced
2000	WA WP Advisors San Francisco, California	$126K	+$126K	1	0.12%	New