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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	RAM Riggs Asset Management Dallas, Pennsylvania	$148K	$0	2	0.07%	Maintained
2002	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$147K	-$7K	2	0.1%	Reduced
2003	PO Private Ocean San Rafael, California	$147K	+$588	2	0.07%	Increased
2004	BBA Braun-Bostich & Associates Canonsburg, Pennsylvania	$146K	+$44K	2	0.14%	Increased
2005	Harvest Fund Management Beijing, China	$146K	+$137K	1	0.03%	New
2006	TIM Tortoise Investment Management White Plains, New York	$145K	-$4.54K	3	0.04%	Reduced
2007	WWM Willingdon Wealth Management Huntersville, North Carolina	$144K	+$21.5K	2	0.04%	Increased
2008	CPA Cowen Prime Advisors New York	$143K	$0	1	0.07%	Maintained
2009	WAS WESPAC Advisors SoCal Pasadena, California	$142K	+$138K	2	0.07%	New
2010	WA WP Advisors San Francisco, California	$142K	+$672	1	0.13%	Increased
2011	SAS Stelac Advisory Services New York	$136K	+$131K	1	0.04%	New
2012	BC Barnett & Company Chattanooga, Tennessee	$130K	+$33.6K	1	0.06%	Increased
2013	Destination Wealth Management Walnut Creek, California	$130K	+$50.7K	2	0.01%	Increased
2014	KL KWMG LLC Overland Park, Kansas	$129K	+$13.5K	3	0.03%	Increased
2015	Brinker Capital Investments Berwyn, Pennsylvania	$128K	+$3.8K	2	0%	Increased
2016	WF WealthTrust Fairport Cleveland, Ohio	$125K	+$4.45K	2	0.01%	Increased
2017	MWPCG Measured Wealth Private Client Group Portsmouth, New Hampshire	$124K	+$118K	2	0.07%	New
2018	Credit Agricole Montrouge Cedex, France	$121K	$0	1	0.01%	Maintained
2019	SMG Spectrum Management Group Indianapolis, Indiana	$118K	-$5K	2	0.04%	Reduced
2020	CPH C Partners Holding Zurich, Switzerland	$116K	-$108K	1	0.04%	Reduced
2021	NWM Northwest Wealth Management Spencer, Iowa	$107K	$0	2	0.08%	Maintained
2022	FA Fortis Advisors Wayne, Pennsylvania	$105K	$0	1	0.06%	Maintained
2023	FEG Financial Enhancement Group Anderson, Indiana	$104K	$0	1	0.03%	Maintained
2024	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$100K	+$1.49K	3	0.07%	Increased
2025	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$98K	$0	1	0.07%	Maintained