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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	Cookson Peirce & Co Pittsburgh, Pennsylvania	$640K	+$53.8K	1	0.13%	Increased
2477	DIP DT Investment Partners Chadds Ford, Pennsylvania	$640K	-$397K	1	0.2%	Reduced
2478	VCM Vigilant Capital Management Portland, Maine	$640K	-$19.1K	4	0.13%	Reduced
2479	GWA Genesis Wealth Advisors Braintree, Massachusetts	$629K	+$567K	3	0.5%	New
2480	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$629K	-$1.8M	1	0.53%	Reduced
2481	Brinker Capital Investments Berwyn, Pennsylvania	$624K	+$16.5K	5	0.02%	Increased
2482	Aspiriant LLC Los Angeles, California	$623K	+$220K	1	0.08%	Increased
2483	TI Telemetry Investments New York	$622K	+$601K	2	0.39%	New
2484	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$621K	$0	2	0.3%	Maintained
2485	Wealth Enhancement Advisory Services Plymouth, Minnesota	$611K	+$571K	1	0.24%	New
2486	ZF Zhang Financial Portage, Michigan	$609K	+$287K	2	0.4%	Increased
2487	AG Ashmore Group London, United Kingdom	$608K	$0	1	0.13%	Maintained
2488	RCA Rex Capital Advisors Providence, Rhode Island	$608K	+$206K	1	0.58%	Increased
2489	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$605K	+$154K	1	0.14%	Increased
2490	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$596K	$0	1	0.09%	Maintained
2491	PCM Perkins Capital Management Wayzata, Minnesota	$594K	-$39.8K	2	0.51%	Reduced
2492	RBF Capital San Francisco, California	$589K	$0	2	0.12%	Maintained
2493	BRA Bender Robert & Associates Pasadena, California	$579K	+$24.7K	1	0.38%	Increased
2494	MG MDE Group Morristown, New Jersey	$573K	-$40.6K	1	0.14%	Reduced
2495	Fenimore Asset Management Cobleskill, New York	$569K	$0	1	0.03%	Maintained
2496	CA Corrado Advisors Ramsey, New Jersey	$568K	-$71.8K	1	0.28%	Reduced
2497	HF Hoxton Financial Shepherdstown, West Virginia	$566K	+$46.6K	8	0.24%	Increased
2498	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$566K	+$262K	1	0.39%	Increased
2499	SC Sasco Capital Fairfield, Connecticut	$565K	-$25.7K	2	0.01%	Reduced
2500	WCP Welch Capital Partners Harrison, New York	$564K	$0	1	0.18%	Maintained