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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	CA Calton & Associates Tampa, Florida	$279K	+$261K	1	0.09%	New
1977	AWP Ascent Wealth Partners New Hartford, New York	$278K	$0	1	0.09%	Maintained
1978	GEM Global Endowment Management Charlotte, North Carolina	$278K	+$261K	1	0.04%	New
1979	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$278K	$0	3	0.07%	Maintained
1980	HS Horan Securities Cincinnati, United States	$277K	$0	2	0.29%	Maintained
1981	KMWM Keudell/Morrison Wealth Management Salem, Oregon	$277K	+$260K	1	0.24%	New
1982	ASA Armstrong Shaw Associates New Canaan, Connecticut	$276K	$0	1	0.26%	Maintained
1983	TL TrueWealth LLC Atlanta, Georgia	$274K	+$5.01K	3	0.13%	Increased
1984	CIA Cascade Investment Advisors Oregon City, Oregon	$274K	$0	2	0.25%	Maintained
1985	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$273K	$0	1	0.03%	Maintained
1986	TCB Texas Capital Bancshares Dallas, Texas	$273K	$0	1	0.5%	Maintained
1987	CCG Chatham Capital Group Savannah, Georgia	$272K	-$79.7K	1	0.07%	Reduced
1988	GBA Garrison Bradford & Associates New York	$271K	$0	1	0.23%	Maintained
1989	GCA Greenwood Capital Associates Greenwood, South Carolina	$271K	+$261K	1	0.07%	New
1990	FCA FLC Capital Advisors Palm Desert, California	$270K	$0	1	0.12%	Maintained
1991	LIA LBMC Investment Advisors Brentwood, Tennessee	$270K	+$152	1	0.04%	Increased
1992	NCM Northwest Capital Management Lake Oswego, Oregon	$270K	$0	1	0.33%	Maintained
1993	BCM Buckhead Capital Management Atlanta, Georgia	$269K	$0	1	0.08%	Maintained
1994	EIA Edgemoor Investment Advisors Bethesda, Maryland	$268K	$0	1	0.04%	Maintained
1995	LFA Legacy Financial Advisors Covington, Kentucky	$266K	+$19.4K	3	0.09%	Increased
1996	Prime Capital Investment Advisors Overland Park, Kansas	$266K	+$251K	2	0.08%	New
1997	SCA Stonebridge Capital Advisors St Paul, Minnesota	$266K	-$2.96K	1	0.05%	Reduced
1998	ANB Amarillo National Bank Amarillo, Texas	$263K	$0	1	0.1%	Maintained
1999	Pathstone Family Office Englewood, New Jersey	$262K	-$61K	3	0.03%	Reduced
2000	IIC Ironwood Investment Counsel Scottsdale, Arizona	$261K	+$245K	1	0.1%	New