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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	CAG Curtis Advisory Group Santa Barbara, California	$309K	$0	1	0.18%	Maintained
1977	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$309K	+$326K	1	0.06%	New
1978	LAM Lapides Asset Management Greenwich, Connecticut	$309K	+$61.3K	1	0.17%	Increased
1979	TEE Tibra Equities Europe London, United Kingdom	$308K	+$288K	1	0.06%	New
1980	CA Crewe Advisors Salt Lake City, Utah	$307K	+$15.3K	3	0.14%	Increased
1981	NB Nicolet Bankshares Green Bay, Wisconsin	$307K	-$1.83K	1	0.11%	Reduced
1982	AIM Acropolis Investment Management St. Louis, Missouri	$306K	$0	1	0.04%	Maintained
1983	NERM New England Research & Management Chicago, Illinois	$306K	-$584K	1	0.22%	Reduced
1984	QPWM Quadrant Private Wealth Management Center Valley, Pennsylvania	$306K	-$109K	1	0.15%	Reduced
1985	RR Robotti Robert	$306K	+$52.6K	1	0.12%	Increased
1986	SA Strategic Advisors New York	$305K	-$29.5K	1	0.1%	Reduced
1987	UCMOK United Capital Management of KS Salina, Kansas	$304K	-$1.89M	1	0.16%	Reduced
1988	BFC Bedel Financial Consulting Indianapolis, Indiana	$302K	-$30.3K	4	0.15%	Reduced
1989	TP Tranquility Partners Brentwood, Tennessee	$302K	-$10.5K	1	0.26%	Reduced
1990	Cohen & Steers New York	$301K	$0	2	0%	Maintained
1991	FPFS First Personal Financial Services Charlotte, North Carolina	$301K	-$48.8K	3	0.1%	Reduced
1992	GAM Gould Asset Management Claremont, California	$301K	+$13K	1	0.1%	Increased
1993	MFG Menard Financial Group Houston, Texas	$301K	-$30.9K	1	0.35%	Reduced
1994	SNS Financial Group Minneapolis, Minnesota	$300K	-$8.77K	1	0.05%	Reduced
1995	KFS Kelly Financial Services Braintree, Massachusetts	$299K	-$20.1K	4	0.22%	Reduced
1996	SP Successful Portfolios Clearwater, Florida	$299K	-$1.95K	1	0.24%	Reduced
1997	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$299K	-$109K	3	0.24%	Reduced
1998	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$298K	-$3.04M	1	0.07%	Reduced
1999	JCIA Jackson Creek Investment Advisors Castle Rock, Colorado	$295K	+$312K	1	0.13%	New
2000	Ingalls & Snyder LLC New York	$294K	-$10.7M	1	0.02%	Reduced