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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	RWM Raffa Wealth Management Washington, District of Columbia	$399K	+$384K	2	0.14%	New
1977	RTC Riverview Trust Company Vancouver, Washington	$397K	+$69.6K	3	0.28%	Increased
1978	PIA Pinion Investment Advisors Wichita, Kansas	$395K	+$19.5K	1	0.81%	Increased
1979	PWA Physician Wealth Advisors Midvale, Utah	$394K	+$353K	1	0.19%	New
1980	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$392K	-$11.9M	1	0.06%	Reduced
1981	WCG Weaver Consulting Group Huntington Beach, California	$387K	-$13.2K	3	0.2%	Reduced
1982	AWP Ascent Wealth Partners New Hartford, New York	$386K	$0	1	0.12%	Maintained
1983	CG Corundum Group Colorado Springs, Colorado	$385K	$0	1	0.45%	Maintained
1984	PMFA Plante Moran Financial Advisors Southfield, Michigan	$385K	-$35.7K	4	0.11%	Reduced
1985	SHGA Sand Hill Global Advisors Palo Alto, California	$385K	-$10.1K	1	0.04%	Reduced
1986	SLA Silver Lake Advisory Cottonwood Heights, Utah	$384K	+$1.83K	1	0.25%	Increased
1987	BHTS Bar Harbor Trust Services Ellsworth, Maine	$383K	$0	1	0.21%	Maintained
1988	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$383K	-$7K	1	0.2%	Reduced
1989	PP PagnatoKarp Partners Reston, Virginia	$382K	-$14.1K	1	0.08%	Reduced
1990	CM Capital Management Glen Allen, Virginia	$381K	$0	1	0.1%	Maintained
1991	PWS Paragon Wealth Strategies Jacksonville, Florida	$381K	-$12K	1	0.2%	Reduced
1992	HCM Hudson Capital Management Ramsey, New Jersey	$379K	+$372K	1	0.21%	New
1993	QCMC Quantum Capital Management (California) San Francisco, California	$378K	+$359K	2	0.19%	New
1994	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$377K	+$747	1	0.32%	Increased
1995	AIC Argus Investors Counsel New York	$377K	+$370K	1	0.18%	New
1996	FCA FLC Capital Advisors Palm Desert, California	$375K	$0	1	0.16%	Maintained
1997	Brandes Investment Partners La Jolla, California	$373K	+$379K	1	0.01%	New
1998	VBFG Vishria Bird Financial Group Memphis, Tennessee	$372K	+$359K	1	0.43%	New
1999	IWP Icon Wealth Partners Houston, Texas	$371K	+$364K	1	0.13%	New
2000	AWM AllSquare Wealth Management Albany, New York	$369K	+$13.8K	2	0.27%	Increased