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Defense Modernization

Defense modernization covers the rearmament and technology refresh underway as governments raise military budgets and restock depleted inventories. Contracts are long, funded, and relatively insensitive to the economic cycle.

163 stocks

Defense Tech & C4ISR Drones & Counter-Drone Military Shipbuilding Munitions Restocking

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
2476	WA Watchtower Advisors Old Greenwich, Connecticut	$11.5M	+$11.4M	1	6.41%	New
2477	BMWM Brown Miller Wealth Management Mclean, Virginia	$11.5M	-$620K	10	2.9%	Reduced
2478	CCG Chatham Capital Group Savannah, Georgia	$11.5M	-$943K	6	1.47%	Reduced
2479	MCM Maytus Capital Management New York	$11.5M	+$2.8M	1	1.8%	Increased
2480	WB Webster Bank Waterbury, Connecticut	$11.5M	-$4.46M	17	0.99%	Reduced
2481	MMM Mendel Money Management Northbrook, Illinois	$11.4M	-$935K	9	4.19%	Reduced
2482	WA Wealth Architects Mountain View, California	$11.4M	+$159K	6	0.9%	Increased
2483	EWM Elevatus Welath Management Victor, New York	$11.4M	+$3.13M	8	2.78%	Increased
2484	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$11.4M	+$1.78M	10	0.42%	Increased
2485	RIM Reliant Investment Management Memphis, Tennessee	$11.4M	+$1.39M	2	4.07%	Increased
2486	EL EQ LLC Bellevue, Washington	$11.4M	+$4.98M	1	2.8%	Increased
2487	EFMC Empire Financial Management Company New York	$11.4M	-$20.9M	7	4.52%	Reduced
2488	TVAMP Tennessee Valley Asset Management Partners Knoxville, Tennessee	$11.4M	+$1.51M	4	1.26%	Increased
2489	MUFG Securities (Canada) New York	$11.4M	-$583K	1	0.31%	Reduced
2490	KIA Kraematon Investment Advisors Braintree, Massachusetts	$11.4M	+$43.1K	7	8.46%	Increased
2491	SFS Security Financial Services Fort Wayne, Indiana	$11.3M	+$1.72M	4	1.57%	Increased
2492	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$11.3M	+$1.59M	39	3.19%	Increased
2493	RA Riverstone Advisors New Braunfels, Texas	$11.3M	+$59.8K	3	4.68%	Increased
2494	WETS Wealth Enhancement Trust Services Sioux Falls, South Dakota	$11.3M	-$4.91M	33	1.25%	Reduced
2495	GIP Greatmark Investment Partners Columbus, Georgia	$11.3M	-$1.51K	5	1.24%	Reduced
2496	MCM McDonough Capital Management Orlando, Florida	$11.3M	+$417K	4	5.63%	Increased
2497	TL Tradewinds LLC Raleigh, North Carolina	$11.3M	-$844K	7	2.53%	Reduced
2498	SM Sciencast Management Princeton, New Jersey	$11.2M	-$30.3M	8	2.33%	Reduced
2499	PMIA Patrick Mauro Investment Advisor Oak Brook, Illinois	$11.2M	+$6.51M	2	5.64%	Increased
2500	WMA Wealth Management Associates Cherry Hill, New Jersey	$11.2M	+$1.11M	11	3.1%	Increased