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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	CAC Certified Advisory Corp Altamonte Springs, Florida	$119K	+$157	2	0.07%	Increased
2002	JAM Jolley Asset Management Rocky Mount, North Carolina	$114K	-$1.25K	1	0.08%	Reduced
2003	KL KWMG LLC Overland Park, Kansas	$110K	+$117K	4	0.03%	New
2004	WF WealthTrust Fairport Cleveland, Ohio	$110K	+$19.9K	2	0.01%	Increased
2005	Credit Agricole Montrouge Cedex, France	$109K	+$54.3K	1	0.01%	Increased
2006	WWM Willingdon Wealth Management Huntersville, North Carolina	$109K	-$11.2K	1	0.03%	Reduced
2007	Brinker Capital Investments Berwyn, Pennsylvania	$108K	+$17.7K	3	0%	Increased
2008	SMG Spectrum Management Group Indianapolis, Indiana	$107K	$0	3	0.04%	Maintained
2009	PCM Poehling Capital Management Madison, Wisconsin	$104K	-$12.5K	1	0.09%	Reduced
2010	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$101K	+$108K	1	0.01%	New
2011	CB CNB Bank Clearfield, Pennsylvania	$99K	+$12.8K	1	0.06%	Increased
2012	BBA Braun-Bostich & Associates Canonsburg, Pennsylvania	$97K	+$97.2K	1	0.1%	Increased
2013	NWM Northwest Wealth Management Spencer, Iowa	$95K	-$3.6K	2	0.07%	Reduced
2014	FA Fortis Advisors Wayne, Pennsylvania	$94K	$0	1	0.05%	Maintained
2015	FEG Financial Enhancement Group Anderson, Indiana	$93K	-$6.43M	1	0.03%	Reduced
2016	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$92K	-$160K	2	0.1%	Reduced
2017	RWG Regal Wealth Group Seal Beach, California	$91K	+$331	1	0.1%	Increased
2018	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$90K	-$3.37K	4	0.06%	Reduced
2019	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$88K	$0	1	0.06%	Maintained
2020	FRA Front Row Advisors Tiburon, California	$86K	+$2.65K	4	0.06%	Increased
2021	Pathstone Family Office Englewood, New Jersey	$86K	-$14.1K	1	0.06%	Reduced
2022	BC Barnett & Company Chattanooga, Tennessee	$85K	$0	1	0.04%	Maintained
2023	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$84K	+$5.09K	2	0.06%	Increased
2024	CHP Cable Hill Partners Portland, Oregon	$82K	-$61.3K	4	0.03%	Reduced
2025	BAMG Brand Asset Management Group Chesterfield, Missouri	$75K	+$81K	1	0.06%	New