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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	HMS Hanseatic Management Services Albuquerque, New Mexico	$206K	+$20.4K	3	0.21%	Increased
2002	HS Huntington Steele Oaks, Pennsylvania	$206K	$0	1	0.06%	Maintained
2003	WAM Weatherly Asset Management Del Mar, California	$205K	+$194K	1	0.05%	New
2004	AWM Aries Wealth Management Portland, Maine	$204K	+$181K	1	0.19%	New
2005	BIA Barry Investment Advisors New Bedford, Massachusetts	$204K	+$193K	1	0.08%	New
2006	SG StoneX Group New York	$204K	-$16.9K	1	0.21%	Reduced
2007	SCA Strategic Capital Advisers Denver, Colorado	$203K	+$192K	1	0.2%	New
2008	FAM Foothills Asset Management Scottsdale, Arizona	$202K	+$191K	1	0.15%	New
2009	SFG StrategIQ Financial Group Merrillville, Indiana	$202K	+$191K	1	0.08%	New
2010	AAM Azzad Asset Management Falls Church, Virginia	$201K	$0	1	0.06%	Maintained
2011	SCG Sonata Capital Group Seattle, Washington	$201K	+$190K	1	0.15%	New
2012	JFA JNBA Financial Advisors Bloomington, Minnesota	$195K	$0	4	0.04%	Maintained
2013	GAM Gemmer Asset Management Walnut Creek, California	$192K	+$16.3K	7	0.07%	Increased
2014	PWM Paulson Wealth Management Wheaton, Illinois	$189K	+$179K	1	0.17%	New
2015	PCP Proficio Capital Partners Newton, Massachusetts	$187K	-$14K	5	0.06%	Reduced
2016	MCA Mercer Capital Advisers Little Silver, New Jersey	$186K	-$362K	1	0.13%	Reduced
2017	TFS TrustCore Financial Services Brentwood, Tennessee	$186K	+$178K	2	0.07%	New
2018	AIC AWM Investment Company New York	$184K	$0	1	0.04%	Maintained
2019	PS Portfolio Solutions Royal Oak, Michigan	$182K	$0	1	0.02%	Maintained
2020	AOWM Alpha Omega Wealth Management Richmond, Virginia	$180K	+$18.1K	2	0.09%	Increased
2021	Inspire Investing Meridian, Idaho	$179K	+$176K	1	0.15%	New
2022	MCF Advisors Covington, Kentucky	$177K	$0	3	0.03%	Maintained
2023	CHP Cable Hill Partners Portland, Oregon	$175K	-$14.4K	3	0.08%	Reduced
2024	VCM Versant Capital Management Phoenix, Arizona	$175K	+$5.41K	7	0.07%	Increased
2025	HRC Hoertkorn Richard Charles	$174K	$0	1	0.1%	Maintained