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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	SAM Strategy Asset Managers Pasadena, California	$207K	-$4.59M	1	0.04%	Reduced
1977	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$206K	+$197K	1	0.14%	New
1978	One Capital Management Westlake Village, California	$206K	+$198K	1	0.04%	New
1979	IWP Icon Wealth Partners Houston, Texas	$205K	+$25.7K	1	0.09%	Increased
1980	MCA Mercer Capital Advisers Little Silver, New Jersey	$204K	$0	1	0.14%	Maintained
1981	PWM Paulson Wealth Management Wheaton, Illinois	$204K	+$209K	1	0.18%	New
1982	CAM Concorde Asset Management Ann Arbor, Michigan	$202K	-$106K	1	0.2%	Reduced
1983	PS Portfolio Solutions Royal Oak, Michigan	$201K	+$192K	1	0.03%	New
1984	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$200K	-$38.3K	1	0.09%	Reduced
1985	Wolverine Asset Management Chicago, Illinois	$200K	+$191K	1	0%	New
1986	HRC Hoertkorn Richard Charles	$191K	$0	1	0.11%	Maintained
1987	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$188K	+$190K	2	0.1%	New
1988	AIM Advantage Investment Management Cedar Rapids, Iowa	$187K	+$40K	2	0.12%	Increased
1989	SIA SeaBridge Investment Advisors Summit, New Jersey	$187K	$0	1	0.05%	Maintained
1990	CWM Cedar Wealth Management Walnut Creek, California	$183K	-$84.4K	1	0.1%	Reduced
1991	MCF Advisors Covington, Kentucky	$182K	+$28K	3	0.03%	Increased
1992	SFM Signet Financial Management Parsippany, New Jersey	$182K	-$14.7K	3	0.03%	Reduced
1993	VCM Versant Capital Management Phoenix, Arizona	$181K	-$2.02K	7	0.07%	Reduced
1994	FWM Focused Wealth Management Newburgh, New York	$168K	-$38.7K	1	0.06%	Reduced
1995	AIM Arcadia Investment Management Kalamazoo, Michigan	$165K	$0	3	0.04%	Maintained
1996	CAC Certified Advisory Corp Altamonte Springs, Florida	$162K	+$30.6K	2	0.08%	Increased
1997	AOWM Alpha Omega Wealth Management Richmond, Virginia	$161K	$0	2	0.07%	Maintained
1998	JFA JNBA Financial Advisors Bloomington, Minnesota	$161K	-$46.9K	2	0.07%	Reduced
1999	RP Rowlandmiller & Partners Atlanta, Georgia	$159K	$0	1	0.06%	Maintained
2000	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$157K	+$52K	2	0.09%	Increased