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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	IWP Icon Wealth Partners Houston, Texas	$153K	-$117K	1	0.08%	Reduced
2002	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$152K	+$153K	4	0.05%	New
2003	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$147K	-$26.1K	3	0.11%	Reduced
2004	CHP Cable Hill Partners Portland, Oregon	$147K	-$30.2K	3	0.06%	Reduced
2005	AOWM Alpha Omega Wealth Management Richmond, Virginia	$146K	-$33.6K	2	0.07%	Reduced
2006	RP Rowlandmiller & Partners Atlanta, Georgia	$143K	$0	1	0.06%	Maintained
2007	MCF Advisors Covington, Kentucky	$140K	-$39.4K	3	0.03%	Reduced
2008	RAM Riggs Asset Management Dallas, Pennsylvania	$139K	$0	2	0.06%	Maintained
2009	TIM Tortoise Investment Management White Plains, New York	$139K	$0	3	0.04%	Maintained
2010	WAS WESPAC Advisors SoCal Pasadena, California	$139K	$0	1	0.08%	Maintained
2011	PO Private Ocean San Rafael, California	$131K	-$31.6K	2	0.06%	Reduced
2012	FMA FNY Managed Accounts New York	$125K	+$128K	2	0.15%	Increased
2013	CAC Certified Advisory Corp Altamonte Springs, Florida	$123K	+$88.8K	2	0.07%	Increased
2014	WWM Willingdon Wealth Management Huntersville, North Carolina	$121K	-$3.06K	1	0.04%	Reduced
2015	CPP Crow Point Partners Boston, Massachusetts	$118K	-$52.3K	1	0.02%	Reduced
2016	PCM Poehling Capital Management Madison, Wisconsin	$117K	$0	1	0.09%	Maintained
2017	JAM Jolley Asset Management Rocky Mount, North Carolina	$116K	+$1.32K	1	0.07%	Increased
2018	SMG Spectrum Management Group Indianapolis, Indiana	$116K	$0	3	0.04%	Maintained
2019	FAM Fortaleza Asset Management Chicago, Illinois	$109K	-$129K	1	0.66%	Reduced
2020	Pathstone Family Office Englewood, New Jersey	$102K	+$20.9K	1	0.06%	Increased
2021	RWG Regal Wealth Group Seal Beach, California	$102K	+$335	1	0.08%	Increased
2022	NWM Northwest Wealth Management Spencer, Iowa	$100K	+$104K	2	0.07%	New
2023	Brinker Capital Investments Berwyn, Pennsylvania	$98K	+$55K	2	0%	Increased
2024	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$98K	+$7.91K	4	0.08%	Increased
2025	FA Fortis Advisors Wayne, Pennsylvania	$94K	$0	1	0.05%	Maintained