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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	Aptus Capital Advisors Fairhope, Alabama	$285K	-$18.7K	1	0.04%	Reduced
2002	HS Horan Securities Cincinnati, United States	$285K	+$3.28K	2	0.33%	Increased
2003	PWMG Prestige Wealth Management Group Flemington, New Jersey	$284K	+$67.6K	4	0.17%	Increased
2004	ASA Armstrong Shaw Associates New Canaan, Connecticut	$278K	$0	1	0.25%	Maintained
2005	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$278K	$0	1	0.12%	Maintained
2006	FBC Fairfield, Bush & Co Darien, Connecticut	$277K	-$106K	1	0.09%	Reduced
2007	SAM Seelaus Asset Management Chatham, New Jersey	$277K	+$282K	1	0.25%	New
2008	CCG Chatham Capital Group Savannah, Georgia	$275K	$0	1	0.07%	Maintained
2009	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$275K	$0	1	0.03%	Maintained
2010	RWM Reston Wealth Management Reston, Virginia	$275K	$0	1	0.22%	Maintained
2011	GBA Garrison Bradford & Associates New York	$274K	$0	1	0.32%	Maintained
2012	SAM Summit Asset Management Memphis, Tennessee	$274K	-$9.95K	1	0.13%	Reduced
2013	WCM WealthBridge Capital Management Westerville, Ohio	$274K	-$143K	1	0.25%	Reduced
2014	GIA Gargoyle Investment Advisor Englewood, New Jersey	$273K	$0	1	0.3%	Maintained
2015	BCM Buckhead Capital Management Atlanta, Georgia	$272K	$0	1	0.08%	Maintained
2016	Prime Capital Investment Advisors Overland Park, Kansas	$272K	-$11.5K	2	0.05%	Reduced
2017	SFG StrategIQ Financial Group Merrillville, Indiana	$272K	+$15.8K	1	0.08%	Increased
2018	EIA Edgemoor Investment Advisors Bethesda, Maryland	$271K	$0	1	0.03%	Maintained
2019	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$271K	-$475K	1	0.01%	Reduced
2020	SIA Starfire Investment Advisers Southfield, Michigan	$271K	$0	1	0.12%	Maintained
2021	Chilton Investment Company Stamford, Connecticut	$270K	-$226K	1	0.01%	Reduced
2022	TFO Tarbox Family Office Newport Beach, California	$270K	+$15K	4	0.08%	Increased
2023	BWM Baystate Wealth Management Boston, Massachusetts	$268K	+$669	3	0.04%	Increased
2024	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$268K	-$30.5K	1	0.02%	Reduced
2025	ANB Amarillo National Bank Amarillo, Texas	$266K	$0	1	0.11%	Maintained