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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	GFP Gryphon Financial Partners Columbus, Ohio	$489K	+$14.5K	2	0.13%	Increased
2002	WAM Weatherly Asset Management Del Mar, California	$489K	+$11.2K	1	0.09%	Increased
2003	CIG Cairn Investment Group Vancouver, Washington	$485K	+$478K	1	0.48%	New
2004	CA Claro Advisors Boston, Massachusetts	$485K	-$54.2K	1	0.37%	Reduced
2005	CA Cornerstone Advisory Hunt Valley, Maryland	$485K	-$2.18K	1	0.1%	Reduced
2006	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$485K	$0	2	0.22%	Maintained
2007	EPP ETF Portfolio Partners Leawood, Kansas	$483K	$0	1	0.25%	Maintained
2008	PB Pinnacle Bancorp Beatrice, Nebraska	$483K	-$10.3K	1	0.33%	Reduced
2009	BFC Bedel Financial Consulting Indianapolis, Indiana	$482K	-$7.73K	4	0.27%	Reduced
2010	AIM Avity Investment Management Greenwich, Connecticut	$481K	-$28.8K	1	0.05%	Reduced
2011	MIP Marietta Investment Partners Milwaukee, Wisconsin	$481K	$0	1	0.16%	Maintained
2012	SIM SSI Investment Management Los Angeles, California	$481K	-$1.79K	2	0.03%	Reduced
2013	VC Vicus Capital State College, Pennsylvania	$479K	-$162K	1	0.07%	Reduced
2014	EGA E&G Advisors Houston, Texas	$478K	+$3.01K	1	0.18%	Increased
2015	Americana Partners Houston, Texas	$475K	+$460K	2	0.27%	New
2016	DF Donoghue Forlines Boston, Massachusetts	$473K	-$6.76M	1	0.07%	Reduced
2017	GAM Gould Asset Management Claremont, California	$473K	-$12.2K	1	0.16%	Reduced
2018	TCM Teza Capital Management Chicago, Illinois	$473K	+$6.14K	1	0.13%	Increased
2019	CBA Coastal Bridge Advisors Westport, Connecticut	$472K	-$9.07K	1	0.12%	Reduced
2020	BSPF British Steel Pension Fund London, United Kingdom	$470K	$0	2	0.08%	Maintained
2021	SCM Spreng Capital Management Bucyrus, Ohio	$469K	+$452K	1	0.44%	New
2022	RWRC R.W. Roge & Company Bohemia, New York	$468K	+$440K	2	0.47%	New
2023	AIC Argus Investors Counsel New York	$467K	+$110K	1	0.21%	Increased
2024	AC Asio Capital Lexington, Kentucky	$467K	+$463K	2	0.24%	New
2025	BI Bredin Investment Wilmington, Delaware	$467K	$0	1	0.38%	Maintained