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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	AIM Aspen Investment Management Grand Rapids, Michigan	$258K	-$128K	1	0.18%	Reduced
2002	PCP Proficio Capital Partners Newton, Massachusetts	$258K	+$17.5K	5	0.09%	Increased
2003	SI SimpliFi Inc San Diego, California	$258K	+$261K	1	0.16%	New
2004	ACM AlphaCrest Capital Management New York	$256K	-$293K	1	0.04%	Reduced
2005	ACM Alethea Capital Management Mercer Island, Washington	$255K	+$239K	1	0.18%	New
2006	RTS Round Table Services Westfield, New Jersey	$255K	-$6.16K	1	0.09%	Reduced
2007	GAAM Guinness Atkinson Asset Management Pasadena, California	$254K	$0	1	0.19%	Maintained
2008	SFG StrategIQ Financial Group Merrillville, Indiana	$254K	$0	1	0.08%	Maintained
2009	BMA Brooks Moore & Associates Chattanooga, Tennessee	$253K	$0	1	0.23%	Maintained
2010	PPP Private Portfolio Partners Paramus, New Jersey	$253K	-$63.2K	1	0.13%	Reduced
2011	BBA Braun-Bostich & Associates Canonsburg, Pennsylvania	$252K	+$97.4K	2	0.26%	Increased
2012	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$251K	+$236K	1	0.03%	New
2013	GAG GM Advisory Group Melville, New York	$250K	$0	1	0.08%	Maintained
2014	DAM Doheny Asset Management Los Angeles, California	$249K	$0	1	0.21%	Maintained
2015	SSA South Street Advisors New York	$247K	$0	1	0.07%	Maintained
2016	GEA Glen Eagle Advisors Kingston, New Jersey	$246K	+$23.7K	3	0.18%	Increased
2017	RWM Reston Wealth Management Reston, Virginia	$246K	+$232K	1	0.2%	New
2018	Aristotle Capital Management Los Angeles, California	$245K	+$456	1	0%	Increased
2019	SIM SSI Investment Management Los Angeles, California	$245K	-$836	1	0.02%	Reduced
2020	WP WealthPLAN Partners Omaha, Nebraska	$244K	+$10.4K	1	0.04%	Increased
2021	HS HighVista Strategies Boston, Massachusetts	$243K	+$246K	1	0.2%	New
2022	Dakota Wealth Management Palm Beach Gardens, Florida	$241K	-$1.06M	1	0.05%	Reduced
2023	WCWM Wooster Corthell Wealth Management Glastonbury, Connecticut	$239K	+$224K	1	0.11%	New
2024	Empirical Finance Havertown, Pennsylvania	$238K	+$223K	1	0.06%	New
2025	MA MANA Advisors New York	$238K	+$241K	1	0.77%	New