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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	WAG Winthrop Advisory Group Boston, Massachusetts	$233K	+$66.3K	1	0.12%	Increased
1977	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$232K	+$3.69K	3	0.06%	Increased
1978	SAM Summit Asset Management Memphis, Tennessee	$232K	+$272K	1	0.13%	New
1979	TI Telemetry Investments New York	$232K	+$271K	1	0.15%	New
1980	TCB Texas Capital Bancshares Dallas, Texas	$230K	-$54.7K	1	0.52%	Reduced
1981	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$229K	+$84.6K	4	0.1%	Increased
1982	TRAM Tuscan Ridge Asset Management Chicago, Illinois	$229K	+$258K	1	0.02%	New
1983	ASA Armstrong Shaw Associates New Canaan, Connecticut	$228K	+$267K	1	0.24%	New
1984	CAN Claraphi Advisory Network Aliso Viejo, United States	$228K	-$276	1	0.17%	Reduced
1985	Evergreen Capital Management Bellevue, Washington	$228K	-$18.5K	1	0.02%	Reduced
1986	FIM Frontier Investment Management Dallas, Texas	$228K	+$266K	1	0.02%	New
1987	IF IRON Financial Northbrook, Illinois	$228K	-$31.2K	1	0.18%	Reduced
1988	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$227K	+$266K	1	0.07%	New
1989	TL TrueWealth LLC Atlanta, Georgia	$227K	-$19K	3	0.11%	Reduced
1990	WP WealthPLAN Partners Omaha, Nebraska	$227K	+$218K	1	0.04%	New
1991	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$225K	$0	1	0.03%	Maintained
1992	GBA Garrison Bradford & Associates New York	$224K	+$13.1K	1	0.2%	Increased
1993	KLCM KG&L Capital Management Saint Francisville, Louisiana	$224K	+$261K	1	0.25%	New
1994	VFPI Vantage Financial Partners (Illinois) Arlington Heights, Illinois	$224K	+$262K	1	0.16%	New
1995	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$223K	$0	1	0.04%	Maintained
1996	LIA LBMC Investment Advisors Brentwood, Tennessee	$223K	+$25.2K	1	0.04%	Increased
1997	BCM Buckhead Capital Management Atlanta, Georgia	$222K	$0	1	0.08%	Maintained
1998	SCA Stonebridge Capital Advisors St Paul, Minnesota	$222K	-$12.2K	1	0.05%	Reduced
1999	EIA Edgemoor Investment Advisors Bethesda, Maryland	$221K	+$30.1K	1	0.03%	Increased
2000	SGS Sterling Global Strategies Carlsbad, California	$220K	-$15.7K	1	1.11%	Reduced