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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
2001	TAM Tealwood Asset Management Minneapolis, Minnesota	$1.82M	-$744K	1	0.7%	Reduced
2002	HIMS Hager Investment Management Services New London, New Hampshire	$1.82M	+$116K	3	0.84%	Increased
2003	FWP FAS Wealth Partners Leawood, Kansas	$1.81M	+$1.65K	2	0.09%	Increased
2004	GLR Great Lakes Retirement Sandusky, Ohio	$1.81M	+$17.8K	1	0.16%	Increased
2005	SA Sacks & Associates Warren, New Jersey	$1.81M	-$204K	1	1.22%	Reduced
2006	Banque Transatlantique Paris, France	$1.8M	-$88K	3	0.04%	Reduced
2007	1IA 1620 Investment Advisors Plymouth, Massachusetts	$1.8M	-$108K	2	1.12%	Reduced
2008	KFGK Keystone Financial Group (Kentucky) Lexington, Kentucky	$1.8M	+$94.8K	3	0.11%	Increased
2009	EPM Elm Partners Management Philadelphia, Pennsylvania	$1.79M	+$367	1	0.05%	Increased
2010	CCA Corps Capital Advisors Southlake, Texas	$1.79M	+$183	1	1.44%	Increased
2011	WCG Weaver Consulting Group Huntington Beach, California	$1.79M	-$131K	2	0.37%	Reduced
2012	MFC Mechanics Financial Corp Mansfield, Ohio	$1.79M	+$29.3K	2	0.64%	Increased
2013	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$1.79M	-$26.6K	1	0.27%	Reduced
2014	DT DBA Trading Fort Lauderdale, Florida	$1.78M	$0	1	0.9%	Maintained
2015	IPWA International Private Wealth Advisors San Diego, California	$1.78M	+$1.14M	1	0.92%	Increased
2016	BFG Beacon Financial Group Dallas, Texas	$1.78M	+$8.44K	1	0.16%	Increased
2017	BCP Berkeley Capital Partners Milton, Georgia	$1.77M	-$12.1K	1	0.37%	Reduced
2018	MWM Mindset Wealth Management Indianapolis, Indiana	$1.77M	+$135K	1	0.34%	Increased
2019	FFG Forum Finance Group Geneva,	$1.77M	+$348K	3	0.64%	Increased
2020	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$1.76M	+$1.82M	2	0.14%	New
2021	EF Exeter Financial Scottsdale, Arizona	$1.76M	-$20.2K	1	0.67%	Reduced
2022	Harvest Fund Management Beijing, China	$1.76M	-$463K	3	0.06%	Reduced
2023	VFA Voya Financial Advisors Windsor, Connecticut	$1.76M	-$388K	2	0.15%	Reduced
2024	BC Broadwater Capital Boston, Massachusetts	$1.75M	$0	3	1.27%	Maintained
2025	SP Successful Portfolios Clearwater, Florida	$1.75M	+$25.5K	2	0.82%	Increased